Greyvin Jovel is a financial professional with 15 years of industry experience, currently affiliated with PlanMember Securities Corporation. He holds Series 65 and Series 63 licenses. Jovel’s career includes roles at United Financial NW and Equitable Advisors, spanning over a decade in the financial services sector. PlanMember 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 top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support 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 with Key Investment Services LLC, holding Series 63 and Series 66 designations and with 28 years of industry experience. She has worked at Key Investment Services since 2017, with prior experience at Afortus Financial and SII Investments, Inc. Outside of her advisory role, she has worked as a food delivery driver for DoorDash during non-trading hours. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed and unified managed accounts. The firm emphasizes client direction in model selection while providing recommendations and ongoing monitoring and operates within the KeyCorp group, collaborating with affiliated banking and capital markets entities.

Amanda Prows is a financial advisor at Key Investment Services LLC with 21 years of industry experience. She has been with Key Investment Services since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she coaches volleyball at Athena Volleyball Academy and Portland Public Schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group and maintaining regulatory compliance measures.

Jeffrey Pawlowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care, Inc. Park Avenue Securities LLC serves a broad retail clientele including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending and tax management features.

Renato Powell is a financial advisor with Key Investment Services LLC in Gresham, OR. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 21 years with his current firm. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Eunjoo Kim is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple health insurance providers, including Fallon Health Company, Blue Cross Blue Shield Regence, Wellcare Health Plans, Tufts Health Plan, Kaiser Permanente, and Aetna. Kim also acts as an independent agent selling health and Medicare insurance products for various companies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through a range of proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Carolyn Cameron is a CFP® professional at D.A. Davidson & Co. in Portland, OR, with 43 years of industry experience. She has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using qualitative and quantitative analysis to guide investment decisions.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 1999. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

James Mustard is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with PlanMember Securities Corporation and has held roles at United Financial Northwest LLC and Mustard Financial Services, Inc., where he serves as president. Mustard has been engaged in insurance sales and services since 1974. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized retirement planning.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Karly Bradbury is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also operates a wedding and event coordinating business. Additionally, she creates and markets original artwork through her creative services business. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a mix of model portfolios and manager-driven investment strategies, supporting both discretionary and non-discretionary account management.

Michael Tilton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. His background includes roles at 4D Inc. and FileMaker, as well as periods of self-employment. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including a hybrid digital platform and access to model portfolios from various managers.

Edward Wagner is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Cetera Wealth Services, CETERA Advisor Networks, and WILLIS. Wagner also engages in investment advisory activities related to fixed insurance and annuity products through SageView Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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 assets across more than 1,100 advisors.

Damon Winter is a financial advisor at OSAIC Advisory Services, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Winter serves as an advisory committee director for Hearts of Fire International Ministries and volunteers as a board member for a homeowners association. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models utilizing a combination of proprietary and third-party platforms.

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.