Robert Pugh is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several nonprofit organizations related to public speaking, including leadership roles with Toastmasters International chapters. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, utilizing a model portfolio and third-party manager approach across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses, with regulatory assets under management of approximately $1.7 billion.

Curtis Mason is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with GWN Securities Inc. since 2012. In addition to his advisory role, Mason sells insurance policies, including life, disability, long-term care, and fixed/indexed annuities, and receives client referrals through SmartVestor, a network organized by Ramsey Solutions. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, employing a range of portfolio strategies including legacy market-timing and momentum-based approaches.

Paul Beard is a CFP®-certified financial advisor with five years of industry experience, currently associated with Mariner Wealth Advisors. His prior roles include positions at Cetera Advisors and Cascadia Wealth Management. Beard is also linked to MSEC, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Kristen Winter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with several organizations, including WealthWave and World Financial Group, and owns a travel blog and social media content business called Renegade Winters. Additionally, she serves as a referral agent for NetLaw, Inc., providing online estate planning documents. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering investment advisory and brokerage services through a large network of advisors. The firm employs model portfolios and third-party managers for portfolio management and operates an integrated retirement plan ecosystem with affiliated entities.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and third-party strategies, model portfolios, and technology tools to support both discretionary and non-discretionary investment management.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

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.