Kristen Klocko is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fisher Investments and Park Avenue Securities. Outside of her advisory work, she also works as a bartender in Portland, OR. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and a range of investment advisory programs.

David Rayburn is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations within multiple program structures.

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., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Benjamin F. Edwards since 2016. Potter also serves as a custodian for an investment-related account in Clackamas, Oregon. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of actively and passively managed portfolios, combines custody and execution services, and supports both employee and independent-contractor advisors.

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.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

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 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® professional with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held roles at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, with prior experience at KeyBank, various insurance carriers, and Waddell & Reed Inc. Outside of his advisory role, he operates a photography business. 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, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and its affiliated entities.

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 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.