Adam Cornwell is a CFP®, CFA®, and holds a Series 65 license with 19 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 12 years with North Ridge Wealth Advisors, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a variety of actively managed strategies supported by affiliated accounting, legal, and trust services.

Durham Sundberg is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cordant Wealth Partners. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. 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, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Alex Chan is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to this, Alex held roles at Allium Financial Advisors, SteelPeak Wealth, and UBS Financial Services, among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Stephen Astle is a financial advisor with Commonwealth Financial Network based in Scottsdale, AZ. He holds Series 63, Series 65, and Series 66 licenses and has 33 years of industry experience. Since 2015, he has been a part owner of Astle Investment Management, Inc., an entity created for securities business conducted at his branch. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Mark Lavalley is a financial advisor with Eagle Strategies (New York Life) based in Portland, OR, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2017 and has been affiliated with New York Life and NYLife Securities since 2012. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Noah Bylsma is a Series 66 licensed advisor at Mariner with six years of industry experience. His prior roles include positions at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration, financial wellness, and family office services.

Samantha Darnell is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at First Command in various advisory and insurance roles from 2012 to 2023. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with tax-aware and ESG overlay options, operating at scale with a large client base and extensive use of technology and model solutions.

Taylor Sokolowsky is a financial advisor at Key Investment Services LLC in Vancouver, WA, holding Series 63 and Series 65 registrations with three years of industry experience. Prior to joining Key Investment Services, Taylor worked at KeyBank NA and Fisher Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and integrates services with KeyCorp affiliates, providing a range of investment and advisory solutions.

Michael Parrott is a CFP® professional at Farther with one year of industry experience. He spent 19 years at KBF CPAs prior to joining Farther. Based in Vancouver, WA, Parrott holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

William Mcshane is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been 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, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Mia Werner is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. She has worked previously at Morgan Stanley and Corient Services LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.

Steven Bodo is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has held positions at several firms, including American Capital Corporation and Edelweiss International LLC. Outside of his advisory role, he is involved with mortgage loan processing through Right Choice Processing LLC and acts as a referral partner for estate planning legal documents at Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm provides discretionary and non-discretionary program options and manages a mix of fee-based and commission-based products.

Stephanie Taul is a financial advisor at Citizens Securities, Inc. in Vancouver, WA, holding Series 63 and Series 66 designations with 15 years of industry experience. She previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Scott Wilson is a financial advisor at VOYA Financial Advisors, Inc. in Portland, OR, with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lehman Brothers Inc. and Robertson Stephens, Inc. Outside of his primary role, Wilson is involved with financial advisory and insurance-related businesses under entities such as Water Tower Financial and the Lewis Stefani Group. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary management across a broad product shelf.

Andrew Laws is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Michael R. Neumann Corp. and Wells Fargo Investments. Outside of advising, he has worked as a ride-share driver for six years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.