David Rayburn is a financial advisor with Voya Retirement Advisors, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans, utilizing third-party models from Edelman Financial Engines and Morningstar Investment Management. The firm manages approximately $30.9 billion in discretionary assets and offers features such as discretionary rebalancing and income-focused capabilities within an integrated financial services platform.

Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.

Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, OR, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2016. Potter serves as a custodian for an investment-related client in Clackamas, OR. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with oversight from an Investment Strategy Committee.

Brendan Price is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. He serves on the Board of Directors for the Make-A-Wish Foundation of Oregon, where he assists with budget approval and fundraising. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Mia Heinrichs is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Carson Wealth, and Northwest Capital Management. Outside of her advisory role, she is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

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 at D.A. Davidson & Co. with five years of industry experience. She previously worked 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 investors, charitable organizations, and corporate clients. The firm offers a range of 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.

Christopher Real is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, with prior roles at Horace Mann Investors and GWFS Equities. In addition to his advisory work, he is involved in offering insurance products outside of those provided through Guardian and its subsidiaries. Primerica Advisors 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, with a variety of proprietary and third-party investment programs and account-level solutions.

Anthony Johnson is a CFP® professional with 10 years of industry experience. He is currently with Empower Advisory Group, where he has worked for two years. His previous roles include positions at JMG Financial Group, Fisher Investments, TD Ameritrade, and Primerica. Outside of finance, he was involved with Martial Arts Academy Bujutsu Gakuin Wushu Xueyuan for four years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model connected to its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 20 years of industry experience, including multiple roles at Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of his advisory work, he is involved in developing family-friendly educational video games and teaching financial concept courses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with solutions for both discretionary and non-discretionary advisory relationships.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with several firms, including WealthWave, HIFE CPP, Net Law, Inc., Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she serves as a college consultant helping high school students and their families with college major selection and application processes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach and third-party managers to implement investment strategies across multiple platforms.

Joshua Cepeda is a CFP® and holds a Series 66 license, with 25 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Confluence Wealth Management, and Wells Fargo Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

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 has worked at D.A. Davidson since 2021. Prior to this, she spent 12 years at RBC Capital Markets Corporation. 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 services such as ERISA retirement plan advisory, wrap fee programs, equity research, and customized financial planning, serving clients under a fiduciary standard.

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 Primerica Advisors based in Portland, OR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, New York Life Insurance Company, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities beyond Guardian. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Chelsa Tiefel is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has four years of industry experience and has worked at firms including Werner Financial Group and Wells Fargo Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a network of approximately 2,900 advisors and hundreds of thousands of clients nationwide. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting a variety of investment strategies and solutions.

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 at Voya Financial Advisors, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and operates in Portland, OR. Depner has been associated with Voya Financial Advisors since 2014 and also owns Depner-Lewis Financial Services. Additionally, she is an independent insurance agent involved in the sale of fixed insurance products and annuities. Voya Financial Advisors serves a range of clients including individuals, employer-sponsored retirement plans, and charitable and corporate entities. The firm provides financial planning, portfolio management, and brokerage services, utilizing model portfolios and third-party strategists, with a significant portion of assets managed on a non-discretionary basis.