Kaysi Whelan is a financial advisor with Eagle Strategies (NY Life) based in Beaverton, OR, holding Series 63 and Series 65 designations and six years of industry experience. She has worked with several affiliated firms, including WB Financial, LLC d/b/a Strata Financial Partners and Ritrovare Financial & Insurance Solution. Outside of her advisory role, Whelan serves as Fund Chair for the Beaverton Area Chamber of Commerce Scholarship Fund and is a member of its Mentor Committee. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within the New York Life affiliate structure.

Randy Tennant is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Sequent Planning, Futurity First Insurance Group, Pruco Securities, Prudential Insurance Company of America, and COUNTRY Capital Management Company. Tennant is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes Envestnet’s platform for discretionary unified managed accounts with optional tax-aware and ESG overlays.

Kaley Perkins is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and six years of industry experience. Prior to joining Valic Financial Advisors in 2020, she worked at Gunderson, LLC for four years and was involved with Woopalooza Marketing for five years. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm utilizes a discretionary unified managed account platform with tax-aware and impact overlays, supporting a large client base through more than 1,200 advisors.

Harold Weight is a financial advisor with Commonwealth Financial Network in Beaverton, OR, holding a ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been with Commonwealth and Multiplan Financial Services, Inc. since 2013. Outside of advisory work, he serves as Vice-President of Multiplan Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary and customized portfolio management options.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and four years of industry experience. She has experience in estate planning and financial education, including roles with NetLaw and the Heartland Institute of Financial Education. Outside of advising, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Geoffrey Gabala is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Portland, OR. He has one year of experience in the industry, including a prior role at Northern Lights Advisors, Inc. Before entering the financial advisory field, he worked in various positions across construction and development firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Mc Kay Burg is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and six years of industry experience. He has been with D.A. Davidson since 2019, and his previous roles include positions at the University of Oregon and NW Natural Street of Dreams. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Sarah Tufts is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Crown Capital Securities, LP for 19 years. Tufts also operates Tufts Wealth Management, a non-investment-related DBA for branding purposes in Wilsonville, Oregon. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary account arrangements.

Daniel Grubbs is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, where he currently maintains a role. Outside of advising, he is also an insurance broker for products other than Guardian. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

James Sager Jr. is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and was previously with The H Group, Inc. and FocusPoint Solutions, Inc. His practice is based in Portland, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach combining passive and active managers, overseen by an internal Investment Committee.

Gabriel Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Dutch Bros Inc., Starbucks, and Taco Bell. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon among large advisory enterprises.

Justin Kimmer is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2015. Based in Portland, OR, he provides advisory services within a large enterprise firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary-standard advisory model with both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based investment strategies.

Stephen Hickman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked for 17 years at Fisher Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other techniques, while also offering a range of affiliated legal, trust, and retirement plan support services.

James Roundy is a CFP® professional with five years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at McGee Wealth Management, Catherine Store, and Songwon Elementary School. 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 globally diversified investment approach based on Modern Portfolio Theory, using low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and financial planning services.

Pat Chuturbhuti is a financial advisor with Guardian Life and Park Avenue Securities in Portland, OR, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has held roles at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment programs.

Pamela Young is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with VOYA since 2014 and has operated her own advisory business since 2010. Outside of her advisory work, she is a co-owner and artisan of Rain Valley Soaps, a handcrafted soap business. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures and emphasizes recommendation-based, non-discretionary relationships.

Rachel Gunderson is a financial advisor with Key Investment Services LLC in Oregon City, OR, holding Series 63 and Series 66 designations and 16 years of industry experience. Her career includes roles at KeyBank and Key Investment Services dating back to 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Mark Scarlett is a CFA® charterholder and holds a Series 65 license, with 27 years of industry experience. He previously worked for Northwest Investment Counselors LLC for 26 years before joining Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

D'andre Thortvedt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fisher Investments and TIAA. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Robert Horwitz is a CFP® with two years of industry experience, currently serving at Mercer Global Advisors Inc. He has previously worked at Thompson Advisory Services, Childfree Wealth, Protected Investors of America, and Money Quotient. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified portfolios using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.