Nora Mickelson is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has prior experience with firms including TIAA, Edward Jones, and Wells Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Gerlach is a Certified Financial Planner® with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Cordant, Inc. for 11 years and B|O|S for 2 years. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening with both third-party and direct security selection, offering access to alternative and private market solutions and a range of affiliated business services.

Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Alan Bacharach is a financial advisor with Guardian Life in Portland, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, all with Guardian Life and its affiliated entities. Outside of his advisory work, he is a member of the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment programs.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

Randon Arima is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Advanced Wealth Management and has held roles at the University of Portland and Walmart. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a broad range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Maxwell Baumann is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank NA, and Bank of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Olivia Ong is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 65 and Series 63 licenses and having five years of industry experience. She has worked at Transamerica Financial Advisors since 2021 and has also been involved with Intel and World Financial Group, INC. Outside of her advising roles, Olivia participates in networking organizations such as Business Network International and volunteers with the Metropolitan Senior Network, where she supports community engagement and senior services. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing billions in assets under management with options for discretionary and non-discretionary portfolios.

James Cameron is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Principal Securities, American Fidelity Educational Services, and New York Life. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Guardian Life’s affiliate, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, leveraging proprietary and third-party resources.

Robert Porpora is a financial advisor with Empower Advisory Group in Aloha, OR, holding Series 63 and Series 66 designations and over 33 years of industry experience. His prior work includes roles at GWFS Equities, Inc. since 2021 and at TD Ameritrade, Inc. from 2013 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

Jared Tevis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life Insurance Company and NYlife Securities LLC since 2015. Jared serves as a board member of the National Football Foundation's Oregon Chapter, a nonprofit that provides scholarships to high school student-athletes. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rhianna Larson is a financial advisor with Commonwealth Financial Network in Portland, OR, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Finity Group and Foresters Financial Services, as well as work at Benihana and Lewis and Clark College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Timothy Oster is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at MissionSquare and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diversified investment and retirement services with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Juliann Romain is a financial advisor with D.A. Davidson & Co. in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. She has been with D.A. Davidson & Co. since 2013. 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 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 clients with net worth exceeding $20 million.

Matthew Larson is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fairway Independent Mortgage Corporation and Cascadia Advisory Services. Mariner serves a wide range of clients, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with notable capabilities in tax integration and employer financial-wellness tools.

Alexander Krenek is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation. He has experience at Mercer since 2026 and previously worked at CAPTrust and Southern Wealth Management. Prior to his advisory career, he was affiliated with LMU Loyola Law School and Santa Clara University. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and incorporates multi-factor tilts, low-cost index vehicles, and tax management strategies.