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 19 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2018. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved in public address announcing for high school athletic events in the Portland area. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 with National Financial Services as clearing custodian.

John Cameron is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2016. He is based in Vancouver, WA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in book publishing activities through LP Publishing LLC, assisting with agent duties and bookkeeping for his wife’s writing career. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers varied advisory services such as ERISA plan management, comprehensive financial planning, and a private wealth program for clients with substantial assets.

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® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He 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, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, consultant-derived assumptions, and third-party managers.

Adam Bartek is a financial advisor with First Command Advisory Services, holding a Series 66 license and six years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He has held roles at multiple First Command entities since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ruben Artiga is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He serves as the Local Chapter Executive Director of the Seattle Latino Metropolitan Chamber of Commerce and is an Intelligence Analyst in the US Army Reserve. First Command Advisory Services is an SEC-registered investment adviser primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

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.

Krystle Mcentire is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has worked at Creative Planning since 2026 and previously spent seven years at Duncan & Haley, Ltd., with a brief tenure at Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing and long-term buy-and-hold approaches, supported by specialized offerings such as tax-loss harvesting and private market investments.

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.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2001. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, providing services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Peter Johnson is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience, including roles at Principal Life Insurance Company and various insurance agencies. Johnson also serves as a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes on supporting children through divorce in Multnomah and Clackamas counties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and referral arrangements.

Edward Hassan is a financial advisor with Key Investment Services LLC in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Key Bank NA, Wells Fargo Clearing, and JPMorgan Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, supported by due diligence and supervisory oversight.

Carson Krigbaum is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He previously worked at Alto Securities, LLC and Alto Solutions, and has a background that includes eight years at Dick Hannah Subaru. He holds a Series 66 designation. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Steven Altergott is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2022, following prior roles at KeyBank, CMG Financial, Fairway Independent Mortgage Company, and others. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Wendy Stefani is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been associated with VOYA Financial Advisors since 2014 and also operates the Lewis Stefani Group. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization involved in school selection and liaison activities with counselors. 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 mix of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an extensive affiliate ecosystem and multiple custodial and clearing relationships.

Kristen Klocko is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fisher Investments and Park Avenue Securities. Outside of her advisory work, she also works as a bartender in Portland, OR. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and a range of investment advisory programs.