Matt Roehr is a CFA® charterholder with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously spent 26 years at Northwest Investment Counselors LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Cassie Blazevski is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Mass Mutual Life Insurance Company. In addition to her advisory role, she is an agent with Diamond Financial Partners, focusing on life and health insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through a combination of proprietary and third-party platforms.

Jason Hamilton is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at WealthWave and WFV LLC, and he currently serves as an independent contractor providing online estate planning referral services. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Joy Mc Murchy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 registrations. Though new to the industry with less than one year of experience, Mc Murchy has been involved in various roles including notary services and consulting since 2020. She is also affiliated with multiple business ventures such as InheritGuard and Eagle Business Consulting. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, and institutional entities. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michelle Garcia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 15 years of industry experience. She previously worked at Northwest Investment Counselors, LLC for 11 years. Outside of her advisory role, she serves as an assistant girls' golf coach at Riverdale High School in Portland, Oregon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

Jeani Winterbourne is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of her advisory work, Winterbourne owns and operates a quilting service and works as a health coach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Richard Westbrook is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, where he has worked since 2021. He has five years of industry experience and previously worked for seven years at RedTail Golf Center. 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 comprehensive financial planning, ERISA retirement plan advisory, equity research, and specialized private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Dustin Hume is a CFP® and holds a Series 66 designation with 19 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 comprehensive financial planning and specialized services such as ERISA retirement plan advisory and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

George Kurosawa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at KeyBanc Capital Markets and Fisher Investments. Based in Portland, OR, Kurosawa has been with Citigroup since 2022. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large clients.

Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Grace Ong is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Senior Advocate Services, where she provides Medicare and health insurance plans. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Angela Secolo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. Her prior experience includes roles at Voya Financial Partners, LLC, and Valic Financial Advisors. She also acts as Treasurer for Friends of Netarts Bay Webs, a nonprofit focused on environmental stewardship in the Netarts Bay area. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model portfolios, combining in-house and external strategies to deliver both discretionary and non-discretionary management through a large network of advisers.

Reece Betcher is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at TIAA-CREF, Charles Schwab Bank, and Edward Jones. Mercer Global Advisors serves individuals, families, and a range of institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified portfolios with multi-factor tilts, and offers a variety of investment programs and client education initiatives.

Nicole Burroughs is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and U.S. Bancorp Investments, Inc. Burroughs serves as a playground committee member for the Forest Creek Park Home Owners Association. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary account management.

Larissa Grantham is a CFP® professional with 18 years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Versant Capital Management and Stepp & Rothwell. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and includes supplemental strategies such as direct indexing and tax-loss harvesting.

Peter Bang Knudsen III is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Portland Parks and Recreation, Northwestern Mutual, and Reed College. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model combining platforms, strategist portfolios, and due diligence, with a significant portion of assets managed on a non-discretionary basis.

Nicole Guimonds is a financial advisor with First Command Advisory Services in Vancouver, WA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Fisher Investments, Citizens Securities, and Edward Jones. 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, using centralized portfolio management and preapproved third-party managers.

Brenda Mccombs is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cordant Wealth Partners and Morgan Stanley in various roles over nearly two decades. Brenda is based in Portland, OR. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, with approximately $166.2 billion in assets under management. The firm provides customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.