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.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. 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.

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.

Steven Bodo is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has held positions at several firms, including American Capital Corporation and Edelweiss International LLC. Outside of his advisory role, he is involved with mortgage loan processing through Right Choice Processing LLC and acts as a referral partner for estate planning legal documents at Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm provides discretionary and non-discretionary program options and manages a mix of fee-based and commission-based products.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lehman Brothers Inc. and Robertson Stephens, Inc. Outside of his primary role, Wilson is involved with financial advisory and insurance-related businesses under entities such as Water Tower Financial and the Lewis Stefani Group. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management across a broad product shelf.

Andrew Laws is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Michael R. Neumann Corp. and Wells Fargo Investments. Outside of advising, he has worked as a ride-share driver for six years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Kory Johnson is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Valic Financial Advisors since 2012 and has been associated with Agia since 2022, where he is involved with 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 discretionary unified managed accounts using technology-driven platforms and models.

Ying Chen is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with NYlife Securities LLC and New York Life since 2014 and currently operates Cornerstone Wealth Strategies LLC. Outside of advising, she is a notary public and a passive investor in Willamette Valley Vineyards, which provides her access to discounted wines and tastings. Eagle Strategies serves a diverse client base including individuals, institutional clients, and corporate plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities in retirement investing.

Reed Lindhe is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Townepark and Oregon Trail Recovery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

George Kimble is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Fidelity Assurance and Allstate Insurance. Outside of his advisory work, Kimble is an agent for Agia, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Nicholas Rodenkirch is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Johnson Bixby. Outside of his advisory role, he serves as the Director of NexGen for the Financial Planning Association's Oregon and Southwest Washington Chapter, overseeing activities and member engagement for the group. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform combining discretionary and non-discretionary portfolio options and integrates services with KeyCorp affiliates.

Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has been involved with WealthWave since 2023. Outside of his advisory role, he is engaged in rental property management through Airbnb. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Mark Olsen is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 licenses. 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, wrap fee programs, equity research, and comprehensive financial planning while operating under the Advisers Act fiduciary standard.

Wesley Hall is a financial advisor with D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Thomas Fink is a financial advisor with Principal Financial Services, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior roles include positions at Compass Rose Financial Services and Magnacorp-related firms. Outside of his advisory work, he serves on the board of Janus Youth Programs as Scholarship Chairperson and holds leadership roles with the Portland Executives Association and St. Mary’s Academy finance committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Jeffrey Strittmatter is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Russell Investments Financial Services, Invesco, Cetera, and Regions Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advisory programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base primarily with non-discretionary assets and does not target high-net-worth or corporate clients.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of financial advising, he works as an independent contractor installing blinds and drapes. Voya Financial Advisors, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies implemented through client-specific investment policy statements and model portfolios, offering both discretionary and non-discretionary account management.