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, Series 65, and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, and Morgan Stanley. Outside of her advisory role, she is president of JMTL Reyven Co, Inc., a real estate investing business based in Clackamas, Oregon. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analyses across proprietary and third-party strategies.

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® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, she worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. She is Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the investment of the Japanese Garden’s endowment. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Alexander Reed is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Columbia Associates, Cetera Advisor Networks, CWM, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, Reed owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm delivers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Ali Kavianian is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Churchill Management Group, Creative Planning, TD Ameritrade, and Merrill. Outside of financial advising, he is involved in small business ownership, including ventures in vehicle rental and leasing as well as property management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Kyrsten Schenck is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding the ChFC® designation and Series 63 license, with five years of industry experience. She has worked with Eagle Strategies LLC since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Co since 2021 and 2020, respectively. Outside of financial services, she is involved with Oregon Made Grub, LLC, a business she has been part of since 2014. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jay Recchia is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Voya Financial Advisors since 2016 and is also affiliated with the Lewis Stefani Group and California Corporate Benefits. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individual, pension, charitable, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

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.

Scott Smith is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2016 and at Principal Life Insurance Company since 2014. He is also involved in outside insurance sales related to life, annuities, long-term care, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisor and promoter arrangements.

Amber Wickersham Yee is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position at US Bancorp Investments, Inc. from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of his financial services career, he was involved with Summit View Church for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Lonn Ensing is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 14 years. Outside of his advisory role, he manages rental properties. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Matthew Harris is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kathy Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2015 and previously spent over a decade at Morgan Stanley in various roles. Outside of her advisory work, she is involved in an art-related business based in Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.