Kevin Anema is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience at Oakwood Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Christopher Werner is a financial advisor with Commonwealth Financial Network based in Lake Oswego, Oregon. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Wells Fargo Advisors Financial Network LLC for eight years. Werner is a co-owner and board member of Epsilon Technology Corp, a role outside of his investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with investment management teams that oversee discretionary model portfolios.

Isaac Presley is a CFA® charterholder with 15 years of industry experience. He currently works at Cerity Partners LLC and previously spent 15 years at Cordant, Inc. (formerly Private Wealth Northwest). Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, and tax services. The firm’s investment approach incorporates client-specific profiles, quantitative screening, and access to alternative and private market solutions for qualified clients.

Asa Rowlett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining these firms in 2025, he operated Asa Rowlett LLC for 11 years. He is also involved with P&C Business Consulting, a non-investment-related activity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves 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, along with a range of financial planning and consulting services.

Michelle Tran is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. She currently works at Savant Wealth Management and has previously been employed at firms including North Ridge Wealth Advisors, Inc., OSAIC, and Securities America. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by affiliated accounting, legal, and trust services.

Christopher Markarian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years before joining &PARTNERS. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.

Brian Little is a CFP® professional with 17 years of industry experience, currently serving at Valic Financial Advisors since 2008. He holds the Series 66 designation and has also been involved with Agia and Positive Housing. Outside of his advisory role, he is involved in managing residential rental properties and has invested in rental housing supporting nonprofit organizations focused on drug and alcohol rehabilitation. Valic Financial Advisors primarily serves U.S.-based 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 and providing options for tax and ESG overlays.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

Stephen Crabb is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Financial Advocates Investment Management, LPL Financial, Capitol Family Office, Abrahamson Wealth Advisors, and KMS Financial Services. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

John Mcewan is a CFP®-certified financial advisor with 46 years of industry experience, currently practicing at CWM, LLC. His prior work includes 22 years at LPL Financial, llc and 8 years at Cetera Wealth Services, LLC. He is also licensed as an insurance agent and sells life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by an Investment Committee and a range of custodial and technology partnerships.

Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and Linsco Private Ledger. In addition to his advisory work, he is licensed to sell life, health, disability insurance, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory relationships, and retirement plan services, utilizing both fundamental and technical portfolio inputs and a range of tailored investment solutions.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Citigroup Global Markets, Commonwealth Financial Network, and Oswego Crest Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing a range of advisory and portfolio management services through both in-house and third-party solutions.

Tonya Hirte is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Principal Financial Services since 2017. Prior to that, she was employed at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory role, she serves as a director for the Gladstone Education Foundation, which supports educational services and community programs in Oregon. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Miles Mason is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to this, he worked at Bank of America and Merrill, with tenures spanning from 2005 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

Jake Anderson is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked within the Charles Schwab organization since 2009, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

Mark Hwee is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has been associated with various Steward Partners entities since 2009. 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 by providing investment advisory, financial planning, pension consulting, and managed account programs.

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.