Greysen Stefani is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with four years of industry experience. He holds a Series 66 designation and has prior experience at Moss Adams LLP and Me Bar LLC dba Level. Stefani serves as Treasurer for the Christmas for Kids Foundation, an organization that provides warm clothes and basic necessities to children and families through ongoing fundraising efforts. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Matthew Mansfield is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wealth Strategies Northwest. He also engages in insurance sales outside of Guardian Life. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary account management.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® professional with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include work at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party account managers, and private funds within an enhanced open architecture framework.

Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Traci Nelson is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also has a background with Advanced Wealth Management dating back to 2009. Outside of her advisory role, she is involved in custodial activities with family members unrelated to investment business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Dominic Cain is a financial advisor with Empower Advisory Group in Portland, OR, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Amazon Inc., Northwestern Mutual Wealth Management Company, and Advantis Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates over short-term forecasts and serves a large participant base relative to its advisor headcount.

Nickolas Depner is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 9 years of industry experience. He has been with VOYA Financial Advisors since 2015. In addition to his advisory role, he owns Water Tower Financial and acts as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals and institutions, offering financial planning, portfolio management, and retirement plan consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm typically provides non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Adam Cornwell is a CFP®, CFA®, and holds a Series 65 license with 19 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years with North Ridge Wealth Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related 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 a variety of actively managed strategies supported by affiliated accounting, legal, and trust services.

Durham Sundberg is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Cordant Wealth Partners for one year following a decade as a student. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized services including private-market investments, retirement plan consulting, and tax planning.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Alex Chan is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to this, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services, among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stephen Astle is a financial advisor with Commonwealth Financial Network based in Scottsdale, AZ. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. Since 2015, he has been a part owner of Astle Investment Management, Inc., an entity created for securities business conducted at his branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Mark Lavalley is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2017 and affiliated with New York Life and NYLife Securities since 2012. Outside of advisory services, Lavalley works as an independent contractor brokering non-registered insurance products with various outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice across multiple program types and manages a majority of its regulatory assets on a non-discretionary basis.

Noah Bylsma is a financial advisor at Mariner with five years of industry experience. He holds the Series 66 designation and has worked previously at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. He attended Portland State University for four years. Mariner serves a broad range of clients including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers.

Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.

William Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory 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.

Mia Werner is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She has worked previously at Morgan Stanley and Corient Services LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.