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 63 and Series 66 licenses and has worked previously at WealthFactor, Logan Circle Partners, Bandon Capital Management, and several Beacon-affiliated firms. Woodruff is also the Chief Financial Officer of AI Infrastructure Partners, an operating company focused on supporting AI factory and semiconductor infrastructure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools subject to internal review.

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 at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes positions at KeyBank and White House Black Market, as well as experience at the University of Oregon. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, leveraging a multi-provider model that includes Envestnet and third-party managers to deliver portfolio management and advisory solutions.

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 Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Corcoran Prime. Outside of his advisory work, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships managed by its network of investment adviser representatives.

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 at Key Investment Services LLC in Beaverton, OR, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Key Investment Services since 2018 and previously at Key Bank from 2016 to 2021. 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 multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategist design, and integrates services from KeyCorp affiliates including banking and investment-banking capabilities.

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.

Travis Harper is a CFP® and Series 66-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Mcgee Wealth Management, and Raymond James Financial Services. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, private funds, and proprietary tools such as trend-following and options overlay strategies.

Greysen Stefani is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc. in Portland, OR, bringing four years of industry experience. Prior to joining Voya, he worked at Moss Adams LLP and also served as treasurer for the Christmas for Kids Foundation, a nonprofit focused on providing basic necessities and warm clothing to children. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-driven tools to deliver both non-discretionary and discretionary investment management services.

Matthew Mansfield is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life since 2001, with additional roles at Park Avenue Securities and Wealth Strategies Northwest. Outside of his advisory work, he is involved in insurance sales beyond his role at Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides financial planning, consulting, and access to proprietary and third-party investment solutions.

Susan Nakashima is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and seven years of industry experience. Her prior work includes positions at HP Inc and Agia. She is also licensed as an agent for 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 consulting services through a large network of advisors, utilizing centralized technology and discretionary unified managed accounts on Envestnet’s platform.

Mark Vermillion is a CFP® with 21 years of experience in the financial services industry. He is currently an advisor at Focus Partners Wealth, LLC and has held roles at Central Willamette Credit Union, Key Investment Services, KeyBank, and JGC Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Brie Valant is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Farther Finance Advisors, LLC and has previously worked at WealthFactor LLC, NewFocus Financial Group, and Cairn Investment Group. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Traci Nelson is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. She also has a background with Advanced Wealth Management dating back to 2009. Outside of her advisory role, she is involved in custodial activities with family members unrelated to investment business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

Dominic Cain is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Amazon Inc., Northwestern Mutual Wealth Management Company, and various financial services firms. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model connected to its recordkeeping and administrative platforms.

Nickolas Depner is a financial advisor at VOYA Financial Advisors, Inc. based in Portland, OR, with nine years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2015. In addition to his advisory role, he owns Water Tower Financial and is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.