Brian Keswick is a financial advisor with ON Investment Management Company in Wilsonville, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2008. Outside of his advisory role, Keswick serves as an assistant coach for a high school baseball team. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, often utilizing third-party investment programs.

Steven Erickson is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and International Assets Investment Management. Erickson serves as Board Chair of the Columbia Theater Arts Foundation, a nonprofit organization. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies and offers ERISA retirement-plan advisory services along with participant advice.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Claraphi Advisory Network, LLC. Outside of his advisory work, he is the CEO of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee services. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, supported by a mix of in-house and third-party models and specialized technology partnerships.

Kirsten Schlumbohm is an investment advisor at Prosperity Capital Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tucker Advisors, and Fidelity and Guaranty. She also serves as Vice President of Business Development at C2P Enterprises, LLC, where she manages relationships and writes financial plans. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, and institutional clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of advisory and sub-advisory services.

Grant Johnstone is a CFP® with 29 years of industry experience, currently affiliated with Composition Wealth, LLC. His career includes roles at Wells Fargo Advisors Financial Network, Cantella and Co., Inc., and DPL Financial Partners. In addition to financial advising, he holds active law licenses in Texas and Kentucky. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals and institutions, employing a long-term investment approach focused on low-cost, diversified funds supplemented by individual securities and alternative investments. The firm manages over $9 billion in discretionary assets and serves clients with typical minimum relationships of $500,000.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Allium Financial Advisors, Arnerich Massena, and Merrill Lynch, Pierce, Fenner & Smith Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $6.8 billion in client assets and emphasizes customized asset allocations using low-cost diversified mutual funds and ETFs alongside other investment options.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.

Itzel Lopez Hernandez is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Key Bank, Salem Health Hospital and Clinic, and Aloha Family Practice. Outside of advising, she works part-time as a sales associate at Banana Republic. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, and businesses through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

Janet Tooley is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica since 2012 and is also involved in WealthWave and Epsilon Construction LLC. Tooley served as treasurer of Auburn Adventist Academy for ten years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party investment models with discretionary and non-discretionary options.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.

Jordan Orr is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at NetLaw, Uber, WFGIA, Wealthwave, and Doordash. Transamerica Financial Advisors serves a wide client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers.

David Prom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked with Transamerica since 2012 and concurrently with World Financial Group since 2002. He also serves as a Certified Financial Educator at the Heartland Institute of Financial Education and provides estate planning software information through Netlaw, Inc. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory role, she serves as Treasurer of the Barrington Heights Neighborhood Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Darius Jones is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously at Reverse Mortgage North West and World Financial Group, Inc. Jones also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment adviser.

Joshua Davis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has prior work history at TIAA, Metropolitan Life Insurance Company, and MSI Financial Services. Joshua is based in Oregon City, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Patricia Dunn is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including Fidelity Debt Reserve, Rescue One Financial, and Debtmerica. Outside of finance, she is the owner of a floral arrangement business and performs as a classical singer at civic and private events. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, supporting discretionary and non-discretionary management.

Jack Tucker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Transamerica since 2012 and also has roles with World Financial Group and Revolution Financial Management. Outside of his advisory work, he serves as Treasurer for the Oregon Golf Association Golf Course Men's Club, a nonprofit organization that organizes local tournaments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated mutual funds and insurance products.

Ronald Pompel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with firms including World Financial Group and Integrated Benefits Inc, and serves as a board member of Metro East Web Academy, a public K-12 school. Additionally, he is involved with Senior Medicare Health Care Plans, assisting clients with Medicare options. Transamerica Financial Advisors serves a broad client base, including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.