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 at Voya Financial Advisors, Inc. in Portland, OR, with 20 years of industry experience. She holds a Series 66 designation and has been with Voya since 2014. Outside of her advisory role, Karly operates a wedding and event coordinating business and creates original artwork, which she markets independently. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a broad range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based programs.

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.

Edward Wagner is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Cetera Wealth Services, CETERA Advisor Networks, and WILLIS. Wagner also engages in investment advisory activities related to fixed insurance and annuity products through SageView Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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 assets across more than 1,100 advisors.

Damon Winter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as an Advisory Committee Director for Hearts of Fire International Ministries and is a volunteer board member of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Anthony Brauner is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Donn Waite is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including over two decades at Park Avenue Securities and The Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a range of investment advisory programs that include both proprietary and third-party models.

Paul Erenfeld is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors and Cascadia Advisory Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services along with family office and financial wellness solutions.

Sherrie Kerr is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been affiliated with various Steward Partners entities since 2009, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kerr is based in Portland, OR. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

William Woodruff is a financial advisor at Farther with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Farther Finance Advisors, WealthFactor, and Logan Circle Partners. He also serves as Chief Financial Officer of AI Infrastructure Partners, an operating company focused on businesses supporting AI and semiconductor factory infrastructure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, individual equities, fixed income, and AI tools.

Arron Dieter is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2018, following nine years with Umpqua Investments, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, 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 more than $20 million in net worth.

Kaitlyn Worthley is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Key Investment Services since 2018 and previously held roles at KeyBank and White House Black Market. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Blair Filuk is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He has worked at GWFS Equities, Inc. since 2018 and was previously employed at Voya Investment Management and its affiliated entities from 2014 to 2018. Outside of his advisory role, he oversees a non-investment related rental property. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matthew Lesher is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Corcoran Prime and The Agency, Inc. Outside of his advisory role, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary model portfolios and third-party investment platforms with discretionary and non-discretionary management options.

Colleen Clark is a financial advisor at D.A. Davidson & Co. in Portland, OR, with 37 years of industry experience. She has been with D.A. Davidson since 2006. Clark holds Series 63 and Series 66 registrations. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth 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 under the Advisers Act fiduciary standard.

Cecile Nguyen is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works with Agia. Outside of her advisory work, she owns Sainte Cecile Wine Imports LLC, which imports and sells French wines, including hosting wine tastings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and management.

Danielle Dark is a financial advisor with Key Investment Services LLC in Beaverton, Oregon. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to her current role, she worked at Key Bank from 2016 to 2021. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. 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 offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.