Mark Olsen is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He has been with the firm since 2012 and holds Series 63 and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual 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 while operating under the Advisers Act fiduciary standard.

Wesley Hall is a financial advisor with D.A. Davidson & Co. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual 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, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Thomas Fink is a financial advisor with Principal Financial Services, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior roles include positions at Compass Rose Financial Services and Magnacorp-related firms. Outside of his advisory work, he serves on the board of Janus Youth Programs as Scholarship Chairperson and holds leadership roles with the Portland Executives Association and St. Mary’s Academy finance committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Jeffrey Strittmatter is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Russell Investments Financial Services, Invesco, Cetera, and Regions Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advisory programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base primarily with non-discretionary assets and does not target high-net-worth or corporate clients.

Vernon Brewer Jr. is a financial advisor with Voya Financial Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual. Outside of financial advising, he works as an independent contractor installing blinds and drapes. Voya Financial Advisors, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies implemented through client-specific investment policy statements and model portfolios, offering both discretionary and non-discretionary account management.

Xavier Granja is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2016 and maintains a concurrent role with AGIA, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily 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 unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

Kyle Watt is a financial advisor at TIAA-CREF in Portland, OR, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2015, following a 14-year tenure at Sigma Investment Management Company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios under fiduciary standards.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. 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, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

Brent Mc Kee is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cambia Health Solutions and XPO Logistics. Outside of his advisory role, he serves as Treasurer for the Heron Lakes Men's Club, where he oversees financial matters and expense monitoring. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Todd Mckee is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services, combining in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary solutions.

Samuel Slusser is a financial advisor at Cerity Partners LLC in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cordant Wealth Partners, RVK Inc., and the University of Idaho Latah County Extension. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm delivers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

Kaysi Whelan is a financial advisor with Eagle Strategies (NY Life) based in Beaverton, OR, holding Series 63 and Series 65 designations and six years of industry experience. She has worked with several affiliated firms, including WB Financial, LLC d/b/a Strata Financial Partners and Ritrovare Financial & Insurance Solution. Outside of her advisory role, Whelan serves as Fund Chair for the Beaverton Area Chamber of Commerce Scholarship Fund and is a member of its Mentor Committee. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within the New York Life affiliate structure.

Randy Tennant is a financial advisor at Valic Financial Advisors with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His career includes roles at Sequent Planning, LLC, Futurity First Insurance Group, Pruco Securities, LLC, and Merrill. Tennant is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily 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 investment advisor representatives and employs discretionary unified managed accounts utilizing Envestnet’s platform and third-party UMA model managers.

Kaley Perkins is a financial advisor with Valic Financial Advisors in Portland, OR, holding a Series 66 designation and six years of industry experience. Prior to joining Valic Financial Advisors in 2020, she worked at Gunderson, LLC for four years and was involved with Woopalooza Marketing for five years. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm utilizes a discretionary unified managed account platform with tax-aware and impact overlays, supporting a large client base through more than 1,200 advisors.

Harold Weight is a financial advisor with Commonwealth Financial Network in Beaverton, OR, holding a ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been with Commonwealth and Multiplan Financial Services, Inc. since 2013. Outside of advisory work, he serves as Vice-President of Multiplan Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary and customized portfolio management options.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including McKinley Irvin and WealthWave, and is involved in financial education through the Heartland Institute of Financial Education. Outside of finance, she participates in acting and voiceover work with Dangerfield Talent. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios along with commission-based insurance and brokerage products.

Geoffrey Gabala is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Northern Lights Advisors, Inc. and several companies outside the financial sector. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Mc Kay Burg is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and six years of industry experience. He has been with D.A. Davidson since 2019, and his previous roles include positions at the University of Oregon and NW Natural Street of Dreams. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Daniel Grubbs is a financial advisor at Guardian Life with five years of industry experience. He holds Series 63 and Series 66 licenses and operates out of Lake Oswego, Oregon. In addition to his advisory role, he works as an insurance broker for products other than Guardian. Daniel is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of investment advisory and brokerage services through a combination of discretionary management and model-based strategies.

James Sager Jr. is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and was previously with The H Group, Inc. and FocusPoint Solutions, Inc. His practice is based in Portland, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals 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, overseen by an internal Investment Committee.