Ryan Berning is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Confluence Wealth Management, and CTC myCFO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Adam Bartek is a financial advisor with First Command Advisory Services, holding a Series 66 license and six years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He has held roles at multiple First Command entities since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ruben Artiga is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He serves as the Local Chapter Executive Director of the Seattle Latino Metropolitan Chamber of Commerce and is an Intelligence Analyst in the US Army Reserve. First Command Advisory Services is an SEC-registered investment adviser primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Laura Zoucha is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at TIAA-CREF and Tiaa since 2018, and previously held roles at Amerivest Investment Management LLC and TDAmeritrade Inc. in the Portland, OR area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Krystle Mcentire is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has worked at Creative Planning since 2026 and previously spent seven years at Duncan & Haley, Ltd., with a brief tenure at Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing and long-term buy-and-hold approaches, supported by specialized offerings such as tax-loss harvesting and private market investments.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.

Adrian Maykut is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has been with D.A. Davidson since 2001 and holds the Series 63 and Series 65 designations. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets over $20 million, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Peter Johnson is a financial advisor with Principal Financial Services, holding a Series 66 credential and six years of industry experience. Before joining Principal in 2021, he worked at firms including Gregory Baker, Waddell & Reed, and Molina Insurance Group. Outside of advising, he is a Certified Divorce Financial Analyst with Bridges Collaborative Divorce Solutions and teaches parent education classes addressing emotional support during divorce in Multnomah and Clackamas counties. 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, retirement plan consulting, and access to third-party money manager solutions.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Carson Krigbaum is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2025, he worked at Alto Securities, LLC and Alto Solutions, and previously spent eight years at Dick Hannah Subaru. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. 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.

Steven Altergott is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at KeyBank, CMG Financial, and MassMutual. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management options, integrating services from KeyCorp affiliates and third-party managers.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Wendy Stefani is a financial advisor at VOYA Financial Advisors, Inc. with 36 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked with the Lewis Stefani Group since 2015, VOYA Financial Advisors since 2014, and Jewel Financial since 2011. Outside of her advisory work, she serves as vice president of the Christmas for Kids Foundation, a nonprofit organization focused on school selection and liaison with counselors. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios, investment policy statements, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of investment adviser representatives.

Kristen Klocko is a financial advisor with Guardian Life holding a Series 66 designation and 11 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior experience at Fisher Investments and Osaic FA, Inc. Outside of her advisory role, she works as a bartender in Portland, Oregon. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting solutions.

David Rayburn is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services through a network of investment adviser representatives using model portfolios and technology-enabled tools.

Marcus Groeneveld is a CFP® professional with 16 years of experience in financial advising. He currently serves as a wealth advisor at CWM, LLC and affiliated firms, having previously worked at Ameriprise Financial Services, Inc. for ten years. Outside of his advisory work, he holds a treasurer position for a nonprofit soccer club. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee along with tailored solutions such as custom indexing and access to alternative investments.

Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, OR, holding Series 63 and 66 credentials and bringing 26 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously at Stifel and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a broad range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.

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 and holds a Series 66 designation. Her prior work includes roles at Ameriprise Financial Services and Northwest Capital Management. In addition to advising, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios, customized indexing, and multiple third-party sub-advisors.