Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports services such as lending solutions and donor-advised funds.

Heather Williams is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 licenses, with six years of industry experience. She has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also engaged in outside insurance sales. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, and corporate clients by offering brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party strategies.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Amy Mac Kinnon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in the art sector for several years, including roles at Sotheby's and Art World Applications LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Laura Coats is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Coats is also affiliated with Guardian Life Insurance Company. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

Frederick Schaefer is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and model-based programs, and serves as adviser to a donor-advised fund.

Korina Kaio Maddox is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation with five years of industry experience. She previously worked at Sigma Investment Management Co before joining Mercer, where she has been employed since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with multi-factor tilts and a variety of investment vehicles including ETFs, index funds, and private funds.

Nelson Larson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Advocates Investment Management and Tallus Capital Management. Outside of finance, Larson has a background in youth soccer organizations, having spent several years with the Oregon Youth Soccer Association and Portland City United Soccer Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for comprehensive wealth management.

Mary Kirk is a financial advisor at &PARTNERS with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL Reyven Co., Inc., a real estate investing business. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering a range of advisory and brokerage services alongside financial planning and investment banking. The firm employs a blend of proprietary and third-party investment strategies through the Envestnet platform and is notable for operating simultaneously as a broker-dealer, registered investment advisor, and municipal advisor.

Michelle Gagiano is a financial advisor at Steward Partners Investment Advisory, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Steward Partners Global Advisory, LLC and Umpqua Bank. Outside of her advisory role, she is involved with the Oregon Fishing Club, which manages leased land for fishing access. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Gregory Bowen is a CFP® and ChFC® with 33 years of experience in financial advising. He is currently a wealth advisor at Mariner and Msec, LLC, having held positions at Cascadia Advisory Services, Cetera Advisors, and Portland Community College. Outside of financial services, he is president of Bowen Consulting Group, an entity established for bookkeeping purposes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm utilizes customized discretionary portfolios overseen by an Investment Committee and supports a range of strategies including alternatives and digital assets.

Waiyee Wong is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. Wong serves as Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the organization's endowment investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Ali Kavianian is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Churchill Management Group since 2015. Outside of advisory work, Kavianian is involved in several business ventures including owning and managing residential rental properties, participating as a non-managing partner in a property acquisition and leasing business, and owning a vehicle rental and sales company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, offering a range of specialized products and services.

Hans Manseth is a CFP® with 24 years of industry experience, currently working at Equity Services, Inc. in Portland, OR since 2002. He is involved in multiple business activities including ownership and management of investment-related entities and fixed insurance products. 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 utilizes a range of advisory platforms, often incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Fiona Cosmann is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Valic Financial Advisors since 2016 and also holds a position as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily 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 through a large network of advisors and utilizes centralized technology and model solutions to support its operations.

Jay Recchia is an Investment Adviser Representative at Voya Financial Advisors, Inc. with 14 years of industry experience. He has been with Voya since 2016 and is also affiliated with the Lewis Stefani Group. In addition to his advisory work, Recchia operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients with financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated investment strategies, and third-party managers, delivering most advice on a primarily non-discretionary basis.

Nathan Engstrom is a CFP® professional with over 31 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2006 and currently operates under Legacy Wealth Partners, Inc. Engstrom also holds a notary public commission. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services tailored to specific client and plan sponsor objectives.

Spencer Bateman is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. in Portland, OR. His career includes roles at National Life Group, Fidelity Brokerage Services LLC, and Bateman Larkin CPA. Bateman is also involved as an insurance agent outside of his advisor role. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.