Peter Gruenes is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, E*TRADE Securities, TD Ameritrade, T. Rowe Price Advisory Services, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm combines proprietary and third-party methodologies to offer point-in-time financial plans and optional managed account solutions within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jennifer Gutridge is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at Lion Street Financial and Mcgee Wealth Management, Inc. Gutridge holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Dawn Depner is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Depner is also owner of Depner-Lewis Financial Services and operates as an independent insurance agent offering fixed insurance products, including annuities and individual life insurance. Voya Financial Advisors serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through a variety of program structures that emphasize recommendation-based, non-discretionary advice.

Greyvin Jovel is a financial professional with 15 years of industry experience, currently affiliated with PlanMember Securities Corporation. He holds Series 65 and Series 63 licenses. Jovel’s career includes roles at United Financial NW and Equitable Advisors, spanning over a decade in the financial services sector. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Joseph Conachy is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with Creative Planning and previously worked at Osborne Partners Capital Management and Empirical Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Alan Ford is a Series 65-licensed financial advisor at Farther with three years of industry experience. His prior roles include positions at Geffen Mesher, Cable Hill Partners, LLC, and Key Private Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across ETFs, mutual funds, individual equities, and fixed income.

Amanda Prows is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory work, Prows coaches volleyball at Athena Volleyball Academy and Portland Public Schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Jeffrey Pawlowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care, Inc. Park Avenue Securities LLC serves a broad retail clientele including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending and tax management features.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. Her prior work includes roles with several health insurance companies such as United Healthcare, Kaiser Permanente, and Blue Cross Blue Shield Regence. She also engages in part-time insurance sales as an independent agent for multiple health insurance providers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

James Mustard is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with PlanMember Securities Corporation and has held roles at United Financial Northwest LLC and Mustard Financial Services, Inc., where he serves as president. Mustard has been engaged in insurance sales and services since 1974. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized retirement planning.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Karly Bradbury is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR, with 20 years of industry experience. She holds a Series 66 designation and has been with Voya since 2014. Outside of her advisory role, Karly operates a wedding and event coordinating business and creates original artwork, which she markets independently. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a broad range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based programs.

Michael Tilton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. His background includes roles at 4D Inc. and FileMaker, as well as periods of self-employment. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including a hybrid digital platform and access to model portfolios from various managers.

Damon Winter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as an Advisory Committee Director for Hearts of Fire International Ministries and is a volunteer board member of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Donn Waite is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including over two decades at Park Avenue Securities and The Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a range of investment advisory programs that include both proprietary and third-party models.

Paul Erenfeld is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors and Cascadia Advisory Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services along with family office and financial wellness solutions.