Amelia Gaspary is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, she is involved in health and wellness through her business, Alchemy by Amelia, based in Portland, OR. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory and financial planning services.

Robert Dcruz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Eagle Strategies since 2018 and with New York Life and Nylife Securities since 2009. Outside of his advisory work, he is a passive investor in Willamette Valley Vineyards, a winery in Oregon. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement plan clients and insurance-related advisory solutions.

Lauren Aigner is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at Merrill and JPMorgan Securities LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative tools in its investment recommendations.

Christopher Real is a financial advisor at Guardian Life and Park Avenue Securities with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Horace Mann Companies, GWFS Equities, Principal Financial Services, and Stancorp Investment Advisers. In addition to his advisory role, he is involved in offering insurance products beyond those provided through Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary tools and third-party advisory solutions.

Anthony Johnson is a CFP® professional based in Portland, OR, with 10 years of industry experience. He has worked at firms including Empower Advisory Group, JMG Financial Group, Ltd., and Fisher Investments. Outside of finance, he has experience associated with a Martial Arts Academy. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm’s approach integrates planning and managed accounts through proprietary platforms, focusing on long-term portfolio returns and client savings rates.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 20 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, Rasera develops family-friendly educational video games and teaches financial concept courses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 16 years of industry experience. Her career includes roles at WealthWave, HIFE College Planning Program, Net law, Inc., and World Financial Group. She also works as a college consultant helping high school students identify majors and find suitable colleges and offers digital estate planning document services through a referral role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, providing both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and supports retirement plan clients through affiliated entities.

Joshua Cepeda is a CFP® professional with 25 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Advisors, and Citigroup Global Markets. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jessica Gutierrez is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Her previous roles include positions at Morgan Stanley, E*TRADE Securities LLC, and U.S. Bancorp Investments, Inc. Outside of finance, she is a part owner of Ruff Roads Mobile Grooming LLC, a mobile pet grooming business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both single-point-in-time financial plans and optional managed account solutions.

Kimberly Perrault is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets Corporation for 12 years before joining D.A. Davidson in 2021. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Lindy Clark is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Transamerica since 2012 and is also involved in managing Marker Ranch and Vineyard, where she works in a hospitality role. Clark has additional experience with firms including WealthWave and Netlaw, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Matthew Baird is a financial advisor with Guardian Life in Portland, OR, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, NYLife Securities LLC, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities separate from Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

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. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at VOYA since 2014 and is also associated with Water Tower Financial Services, LLC. Outside of her advisory role, she operates as an independent insurance agent focusing on fixed insurance products including annuities and individual life insurance. VOYA Financial Advisors, Inc. is a large enterprise that serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a variety of advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, offering both discretionary and non-discretionary account management across a broad product shelf.

Greyvin Jovel is a financial advisor with PlanMember Securities Corporation in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. 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 employs a strategic asset allocation framework focused on risk-based mutual-fund portfolios and offers education and support services 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.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2017. Prior to that, she worked at Afortus Financial and SII Investments, Inc. Outside of her advisory role, she works as a delivery driver for DoorDash during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform that integrates with KeyCorp affiliates.

Amanda Prows is a financial advisor with Key Investment Services LLC in Portland, OR, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Key Investment Services since 2009, following brief roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of her advisory work, she coaches volleyball at Athena Volleyball Academy and Portland Public Schools. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products, utilizing a multi-provider platform with discretionary and non-discretionary options, and integrates services from KeyCorp affiliates.

Jeffrey Pawlowski is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Park Avenue Securities and Northwestern Mutual Investment Management. Pawlowski serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers access to proprietary programs, insurance products, and alternative investments.