Cecile Nguyen is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works with Agia. Outside of her advisory work, she owns Sainte Cecile Wine Imports LLC, which imports and sells French wines, including hosting wine tastings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Danielle Dark is a financial advisor at Key Investment Services LLC in Beaverton, OR, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Key Investment Services since 2018 and previously at Key Bank from 2016 to 2021. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategist design, and integrates services from KeyCorp affiliates including banking and investment-banking capabilities.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Travis Harper is a CFP® and Series 66-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Mcgee Wealth Management, and Raymond James Financial Services. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, private funds, and proprietary tools such as trend-following and options overlay strategies.

Greysen Stefani is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc. in Portland, OR, bringing four years of industry experience. Prior to joining Voya, he worked at Moss Adams LLP and also served as treasurer for the Christmas for Kids Foundation, a nonprofit focused on providing basic necessities and warm clothing to children. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-driven tools to deliver both non-discretionary and discretionary investment management services.

Matthew Mansfield is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life since 2001, with additional roles at Park Avenue Securities and Wealth Strategies Northwest. Outside of his advisory work, he is involved in insurance sales beyond his role at Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides financial planning, consulting, and access to proprietary and third-party investment solutions.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® with 21 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has held roles at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Traci Nelson is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also has a background with Advanced Wealth Management dating back to 2009. Outside of her advisory role, she is involved in custodial activities with family members unrelated to investment business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Dominic Cain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Amazon Inc., Northwestern Mutual Wealth Management Company, and various financial services firms. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model connected to its recordkeeping and administrative platforms.

Nickolas Depner is a financial advisor at VOYA Financial Advisors, Inc. based in Portland, OR, with nine years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2015. In addition to his advisory role, he owns Water Tower Financial and is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Adam Cornwell is a CFP®, CFA®, and holds a Series 65 license with 19 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years with North Ridge Wealth Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a variety of actively managed strategies supported by affiliated accounting, legal, and trust services.

Durham Sundberg is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cordant Wealth Partners. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Alex Chan is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to this, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services, among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stephen Astle is a financial advisor with Commonwealth Financial Network based in Scottsdale, AZ. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. Since 2015, he has been a part owner of Astle Investment Management, Inc., an entity created for securities business conducted at his branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Mark Lavalley is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2017 and has been affiliated with New York Life and NYLife Securities since 2012. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Noah Bylsma is a Series 66 licensed advisor at Mariner with six years of industry experience. His prior roles include positions at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration, financial wellness, and family office services.

Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.