Peyton Wood is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, Wood held various roles at George Fox University and Aldrich Wealth, among other positions. Outside of advising, Wood has been involved with Trampoline Zone since 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal and third-party research and offers integrated tax, accounting, and CFO services alongside traditional portfolio management.

Brynn Buswell is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer‑sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.

Tinh Nguyen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Steward Partners Investment Advisory since 2023 and previously worked at affiliated Steward Partners entities dating back to 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, pension consulting, and managed account services.

Justin Lindsey is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Steward Partners entities since 2009. Outside of his advisory role, Lindsey serves as treasurer and board member of Lakeridge Lacrosse, a high school lacrosse club in Lake Oswego, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services through both proprietary and third-party portfolio management solutions.

Eric Wishan is a financial advisor with CWM, LLC based in Lake Oswego, OR, holding a Series 66 license and with 21 years of industry experience. He has worked at LPL Financial, LLC from 2005 to 2018 and has been with CWM, LLC and its affiliated entities since 2018. Outside of his advisory work, Wishan serves as Regional Director of the Northwest Region of the Ferrari Club of North America and is President of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm’s investment approach includes discretionary management using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Troy Thompson is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently affiliated with Mercer Global Advisors Inc. and previously founded Thompson Advisory Services, LLC. In addition to his advisory work, he maintains a separate law practice. Thompson Advisory Services primarily serves individuals and families, including trusts, estates, and workplace retirement plans, offering holistic financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing advice on a non-discretionary basis and delivering retirement-plan consulting and independent fiduciary services.

Nicholas Prelosky is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing six years of industry experience. Before joining TIAA-CREF in 2024, he worked at Bank of America and Merrill from 2019 to 2024. Outside of his financial career, he hosts a podcast focused on current political campaigns and issues in Oregon. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-sponsored employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios.

Leonard Nelson is a CFP® professional with 40 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors and KMS Financial Services, Inc. He is the owner of Northwest Investment & Retirement Group, LLC, a business name he uses for marketing insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Terance Helland is a financial advisor with Valic Financial Advisors, Inc. in Portland, OR, holding the Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works with AGIA. Outside of his advisory role, he serves as president of the Cedar Hills Toastmaster Club, leading efforts to grow membership and improve members' speaking skills. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

William Leder Jr. is a CFP® with 22 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services and Trusted Advisors, along with maintaining a self-employed practice since 2003. Outside of advisory work, he is a co-owner of an ice cream shop in Canby, Oregon. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs a discretionary, committee-overseen investment approach with a wide range of strategies and notable tax and administrative integration uncommon for a firm of its size.

Jay Edwards is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at AGIA, MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed, Inc. Outside of advisory activities, he is the owner of PACK2SUSTAIN, LLC, where he conducts research related to packaging materials and equipment. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by technology and model solutions.

Jeffrey Kantor is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Duane Rodewald is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Steward Partners entities since 2009. Based in Lake Oswego, OR, he has worked within Steward Partners Investment Solutions, Steward Partners Global Advisory, and currently Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

John Dakin is a CFP® professional with 20 years of experience and is currently affiliated with Valic Financial Advisors in Portland, OR. His career includes roles at Mass Mutual Investors Services, MetLife Securities, and Merrill. Outside of his financial advisory work, Dakin serves as a public address announcer for high school athletic events with the Portland Public Schools Department of Athletics and the Oregon School Activities Association. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes the use of centralized technology and model solutions in its advisory services.

Xin Good is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 65 and Series 63 licenses with seven years of industry experience. Xin has worked at Transamerica Financial Advisors since 2018 and is also involved with Good RE LLC and World Financial Group, Inc. outside of the primary advisory role. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with options for discretionary and non-discretionary management.

Jeffrey Gale is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds the CFP® designation and has eight years of industry experience. Since 2025, he has operated under the DBA Legacy Wealth Partners, Inc. to service clients with insurance and financial products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing the majority of its assets on a non-discretionary basis.

Ryan Berning is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Laura Zoucha is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at TIAA-CREF and Tiaa since 2018, and previously held roles at Amerivest Investment Management LLC and TDAmeritrade Inc. in the Portland, OR area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.