William Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Mia Werner is a CFP® professional with four years of industry experience, currently serving at D.A. Davidson & Co. She has previously worked at Corient Services LLC, Morgan Stanley, and the University of Portland. 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, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. 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 portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolio and customized portfolio options.

Steven Bodo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His career includes roles at American Capital Corporation and Value Added Mortgage, where he serves as a mortgage loan officer. Additionally, he is involved in mortgage loan processing and refers clients for estate planning legal documents through affiliated businesses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Scott Wilson is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Wilson is involved with Water Tower Financial and operates as an independent insurance agent. VOYA Financial Advisors 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 utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs alongside brokerage and commission-based products.

Blair Carpenter is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and La Paloma. He is based in Camas, WA. 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 integrates financial planning services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Andrew Laws is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Michael R. Neumann Corp. and Neumann Financial Group Inc., along with part-time work as a ride-share driver. He has been with Transamerica Financial Advisors since 2012 and has also been associated with World Financial Group since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Kory Johnson is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Valic Financial Advisors since 2012 and has been associated with Agia since 2022, where he is involved with 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 discretionary unified managed accounts using technology-driven platforms and models.

Ying Chen is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 66 and Series 63 licenses and 11 years of industry experience. She has worked at Eagle Strategies since 2023 and is also associated with Cornerstone Wealth Strategies LLC. Outside of her advisory work, she is a notary public and a passive investor in Willamette Valley Vineyards, Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Reed Lindhe is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Townepark and Oregon Trail Recovery. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

George Kimble is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Agia, Allstate Insurance, and American Fidelity Assurance. Outside of advisory services, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Nicholas Rodenkirch is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience, previously working at Johnson Bixby and with a background that includes positions at Oregon State University and in the education sector. He serves as Director of NexGen for the Oregon and SW Washington Chapter of the Financial Planning Association, where he oversees activities to engage younger financial planning professionals. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and is affiliated with KeyCorp, KeyBank, and KeyBanc Capital Markets.

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.