Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has been involved in financial education as a Certified Financial Educator at the Heartland Institute of Financial Education. In addition to his advisory role, Hunter works as a driver for Student Transportation of America and TrackersEarth, providing services for public school transportation and summer kids camps. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Marie Clow is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been affiliated with various Steward Partners entities since 2015. 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 a range of investment advisory and financial planning services.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Brian Lawrence is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 15 years at North Ridge Wealth Advisors. Savant Wealth Management provides wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Josh Mc Clellan is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gabriel Arreguin is a financial advisor with Principal Financial Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Financial Services, he worked at Oregon Community Credit Union and was involved with TJ Forestry LLC. He also holds an insurance position focused on the sales and service of various life and annuity products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

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 at D.A. Davidson & Co. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2013. The firm provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. D.A. Davidson & Co. distinguishes itself by serving as a municipal advisor, offering both discretionary and non-discretionary retirement plan services, and providing a Private Wealth program for clients with over $20 million in stated net worth.

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® with 40 years of industry experience, currently advising at OSAIC Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Kms Financial Services, Inc. Nelson also owns Northwest Investment & Retirement Group, LLC, which 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 offers a variety of investment and financial planning services delivered through multiple program models, utilizing 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.

Scott Cornett is a Certified Financial Planner® with 25 years of experience in the financial services industry. He is currently with D.A. Davidson & Co. and has previously worked at Ameriprise and Wells Fargo Advisors. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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.

Justin Morris is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Water Tower Financial, Pac Res Mortgage, American Hose and Equipment, and Canby High School. He also works as an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led investment programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.