Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience in marketing with WealthWave and part-time work with DoorDash. Outside of advising, he is involved in managing an Airbnb rental property. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement investment strategies and offers a range of advisory and brokerage services through multiple program platforms.

Mark Olsen is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding Series 63 and Series 66 designations and over 51 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wesley Hall is a financial advisor at D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 services under the Advisers Act fiduciary standard, including retirement plan advisory, financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Thomas Fink is a financial advisor with Principal Financial Services, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior roles include positions at Compass Rose Financial Services and Magnacorp-related firms. Outside of his advisory work, he serves on the board of Janus Youth Programs as Scholarship Chairperson and holds leadership roles with the Portland Executives Association and St. Mary’s Academy finance committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Northwestern Mutual. Outside of advising, he works as an independent contractor installing custom blinds and drapes. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of model portfolios and manager-driven strategies, delivering both discretionary and non-discretionary investment guidance through an integrated advisory and broker-dealer platform.

Xavier Granja is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2016 and maintains a concurrent role with AGIA, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

Kyle Watt is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management using both model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

Brent Mc Kee is a financial advisor with Focus Partners Wealth, LLC in Portland, OR, holding a Series 65 license and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Cambia Health Solutions for six years and XPO Logistics for two years. Outside of his advisory role, he serves as treasurer of the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset strategies and a broad network of affiliated service companies.

Todd Mckee is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Voya in 2025, he worked at Agia and Valic Financial Advisors, among other firms. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm provides advice through Investment Adviser Representatives using model portfolios and third-party strategists, with most advisory assets managed on a non-discretionary basis.

Samuel Slusser is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cordant Wealth Partners, RVK Inc., and the University of Idaho Latah County Extension. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

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 Series 66 licensed financial advisor with Valic Financial Advisors, where she has worked since 2020. She has six years of industry experience, including prior roles at Gunderson, LLC and Woopalooza Marketing. Perkins 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion through more than 1,200 advisors and utilizes unified managed accounts and discretionary portfolio management supported by centralized technology and model solutions.

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 financial advisor at Focus Partners Wealth, LLC in Portland, OR. He holds a Series 65 designation and has been with Focus Partners Wealth since 2026. His prior work experience includes roles at Northern Lights Advisors, Inc., HITT Contracting, Foundation Development Group, Pullman SST, and Hensel Phelps, as well as time at the University of Michigan. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach, combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Mc Kay Burg is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2019. Prior to his current role, he was affiliated with the University of Oregon and participated in the NW Natural Street of Dreams project. 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 corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a dedicated Private Wealth program for clients with over $20 million in net worth.

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.