Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors 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 comprehensive financial planning and fiduciary-adherent advisory services, distinguishing itself with municipal advisory and underwriting activities, as well as specialized private wealth programs.

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.

Sherrie Kerr is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been affiliated with various Steward Partners entities since 2009, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kerr is based in Portland, OR. 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, financial planning, pension consulting, and managed account services.

William Woodruff is a financial advisor at Farther with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Farther Finance Advisors, WealthFactor, and Logan Circle Partners. He also serves as Chief Financial Officer of AI Infrastructure Partners, an operating company focused on businesses supporting AI and semiconductor factory infrastructure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, individual equities, fixed income, and AI tools.

Kaitlyn Worthley is a financial advisor with Key Investment Services LLC in Milwaukie, OR, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her work history includes multiple roles at Key Investment Services spanning from 2018 to the present, as well as experience at KeyBank and the University of Oregon. 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 direction in model selection while providing recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.

Matthew Lesher is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Corcoran Prime and The Agency, Inc. Outside of his advisory role, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary model portfolios and third-party investment platforms with discretionary and non-discretionary management options.

Colleen Clark is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She has been with D.A. Davidson since 2006 and holds Series 63 and Series 66 designations. 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 from ERISA retirement plan advisory to comprehensive financial planning and private wealth programs, operating under fiduciary standards and using both qualitative and quantitative approaches.

Cecile Nguyen is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works with Agia. Outside of her advisory work, she owns Sainte Cecile Wine Imports LLC, which imports and sells French wines, including hosting wine tastings. Valic Financial Advisors primarily serves U.S.-domiciled 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 for portfolio construction and management.

Danielle Dark is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Key Bank from 2016 to 2021 before joining Key Investment Services. 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 model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Travis Harper is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, McGee Wealth Management, and Raymond James Financial Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Greysen Stefani is a financial advisor with Voya Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Voya, he worked at Moss Adams LLP and was involved with Me Bar LLC dba Level. He serves as treasurer for the Christmas for Kids Foundation, a nonprofit organization focused on fundraising to provide basic necessities and warm clothing for children. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary investment programs.

Matthew Mansfield is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wealth Strategies Northwest. He also engages in insurance sales outside of Guardian Life. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary account management.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for 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 consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® certificant with 21 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior positions at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate and institutional investors, offering services such as investment management, financial counseling, family office and retirement plan fiduciary services, and tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a wide array of investment strategies and affiliated service companies.

Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Traci Nelson is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also has a background with Advanced Wealth Management dating back to 2009. Outside of her advisory role, she is involved in custodial activities with family members unrelated to investment business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Dominic Cain is a financial advisor with Empower Advisory Group in Portland, OR, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Amazon Inc., Northwestern Mutual Wealth Management Company, and Advantis Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates over short-term forecasts and serves a large participant base relative to its advisor headcount.

Nickolas Depner is a financial advisor with VOYA Financial Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. He has been with VOYA Financial Advisors since 2015. Outside of his advisory role, he is involved in several financial services-related activities, including ownership of Water Tower Financial and serving as an independent insurance agent. 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 variety of investment programs ranging from model portfolios to unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.