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.

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.

Jennifer Gutridge is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at Lion Street Financial and Mcgee Wealth Management, Inc. Gutridge holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Dawn Depner is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at VOYA since 2014 and is also associated with Water Tower Financial Services, LLC. Outside of her advisory role, she operates as an independent insurance agent focusing on fixed insurance products including annuities and individual life insurance. VOYA Financial Advisors, Inc. is a large enterprise that serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a variety of advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, offering both discretionary and non-discretionary account management across a broad product shelf.

Greyvin Jovel is a financial advisor with PlanMember Securities Corporation in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. 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 employs a strategic asset allocation framework focused on risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Joseph Conachy is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with Creative Planning and previously worked at Osborne Partners Capital Management and Empirical Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Alan Ford is a Series 65-licensed financial advisor at Farther with three years of industry experience. His prior roles include positions at Geffen Mesher, Cable Hill Partners, LLC, and Key Private Bank. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing across ETFs, mutual funds, individual equities, and fixed income.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2017. Prior to that, she worked at Afortus Financial and SII Investments, Inc. Outside of her advisory role, she works as a delivery driver for DoorDash during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform that integrates with KeyCorp affiliates.

Amanda Prows is a financial advisor with Key Investment Services LLC in Portland, OR, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Key Investment Services since 2009, following brief roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of her advisory work, she coaches volleyball at Athena Volleyball Academy and Portland Public Schools. 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 portfolio management and model-based advisory products, utilizing a multi-provider platform with discretionary and non-discretionary options, and integrates services from KeyCorp affiliates.

Jeffrey Pawlowski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Northwestern Mutual Investment Management and extensive tenures at both Guardian Life and Park Avenue Securities since 2009. He serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care, Inc. 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 financial planning and retirement consulting, utilizing proprietary and third-party investment programs.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio design by internal and third-party managers, supported by affiliated KeyCorp entities providing additional financial services.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and five years of industry experience. Their background includes roles at various health insurance companies such as United Healthcare, Blue Cross Blue Shield Regence, and Kaiser Permanente. In addition to advisory work, Kim acts as an independent agent selling Medicare and health insurance products for several insurers on a part-time basis. Transamerica Financial Advisors provides advisory and broker-dealer services to a diverse client base, offering both fee-based wrap programs and commission-based products. The firm utilizes a combination of proprietary and third-party model portfolios and serves individual investors, plan sponsors, trusts, and charitable organizations.

Carolyn Cameron is a CFP® professional with 43 years of industry experience, currently serving at D.A. Davidson & Co. since 2008. She holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Cynthia Burg is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She has been with D.A. Davidson since 1999 and holds Series 63 and Series 65 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

James Mustard is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with PlanMember Securities Corporation and has held roles at United Financial Northwest LLC and Mustard Financial Services, Inc., where he serves as president. Mustard has been engaged in insurance sales and services since 1974. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized retirement planning.

Kevin Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has been associated with various entities under the Steward Partners umbrella since 2015. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Karly Bradbury is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC and Thrivent Investment Management. Outside of finance, she operates a wedding and event coordinating business and creates original artwork through her own creative services venture. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, delivering services primarily on a non-discretionary basis with some discretionary management available.

Michael Tilton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. His background includes roles at 4D Inc. and FileMaker, as well as periods of self-employment. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including a hybrid digital platform and access to model portfolios from various managers.