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 across several Charles Schwab entities since 2009, including Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

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 CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening combined with discretionary and non-discretionary portfolio management to build client programs.

Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Alan Bacharach is a financial advisor with Primerica Advisors in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including tenure at Guardian Life Insurance Co of America since 1998. Outside of his advisory role, he participates in the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Randon Arima is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Advanced Wealth Management and has held roles at the University of Portland and Walmart. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a broad range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Olivia Ong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles with Intel and World Financial Group, alongside her current involvement with Metropolitan Senior Network and Business Network International, where she participates in community networking and volunteer activities focused on senior services. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large advisor network and multiple investment platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services.

James Cameron is a financial advisor with Primerica Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Principal Securities Inc, and American Fidelity Educational Services. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and additional services such as securities-based lending.

Joshua Bullis is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Vancouver, WA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years at T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with access to financial advisors and online tools. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware rebalancing and tactical allocations.

Dylan Younce is a financial advisor at Mariner with a Series 65 designation and 10 years of industry experience. His prior roles include positions at Zacks Investment Management, Personal Capital Advisors Corporation, Fisher Investments, and Mercer Global Advisors Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by an internal management team and third-party platforms, with a notable emphasis on integrated tax and accounting capabilities alongside traditional portfolio management.

Robert Porpora is a financial advisor with Empower Advisory Group in Aloha, OR, holding Series 63 and Series 66 designations and over 33 years of industry experience. His prior work includes roles at GWFS Equities, Inc. since 2021 and at TD Ameritrade, Inc. from 2013 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning approach.

Jared Tevis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life Insurance Company and NYlife Securities LLC since 2015. Jared serves as a board member of the National Football Foundation's Oregon Chapter, a nonprofit that provides scholarships to high school student-athletes. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rhianna Larson is a financial advisor with Commonwealth Financial Network in Portland, OR, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Finity Group and Foresters Financial Services, as well as work at Benihana and Lewis and Clark College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Juliann Romain is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a varied client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for ultra-high-net-worth clients.