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 holding Series 63 and Series 65 licenses, with four years of industry experience. She has held roles at NetLaw and the Heartland Institute of Financial Education, where she provides estate planning tools and financial education courses. Outside of finance, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a wide range of clients including individual investors, trusts, and corporate entities, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Geoffrey Gabala is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Portland, OR. He has one year of experience in the industry, including a prior role at Northern Lights Advisors, Inc. Before entering the financial advisory field, he worked in various positions across construction and development firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of 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 with Primerica Advisors, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, where he currently maintains a role. Outside of advising, he is also an insurance broker for products other than Guardian. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

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.

Kenton Chadwick is a Series 66 licensed financial advisor at D.A. Davidson & Co. with seven years of industry experience. His prior roles include positions at Ameriprise, Raymond James Financial Services, and Wells Fargo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Luke Gorman is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2015. Outside of his advisory role, he is a clarinet instructor at Beacock Music and Education Center. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from affiliated KeyCorp entities to deliver investment and advisory solutions.

Gabriel Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner Wealth Advisors, he worked at Dutch Bros Inc., Starbucks, and Taco Bell. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon among large advisory enterprises.

Justin Kimmer is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2015. Based in Portland, OR, he provides advisory services within a large enterprise firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary-standard advisory model with both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based investment strategies.

Stephen Hickman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked for 17 years at Fisher Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other techniques, while also offering a range of affiliated legal, trust, and retirement plan support services.

James Roundy is a CFP® professional with five years of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at McGee Wealth Management, Catherine Store, and Songwon Elementary School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and financial planning services.

Pat Chuturbhuti is a financial advisor with Guardian Life and Park Avenue Securities in Portland, OR, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He has held roles at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment programs.

Pamela Young is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with VOYA Financial Advisors since 2014 and has operated her own advisory practice since 2010. Outside of financial services, she co-owns and creates handcrafted soap through Rain Valley Soaps. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and other advisory services. The firm combines in-house and external strategists with technology-driven tools to implement tailored investment strategies through a mix of discretionary and non-discretionary account management.

Lisa Porpora is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Key Bank since 1999. Porpora has been with Key Investment Services LLC since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model that includes discretionary implementation and strategist portfolios designed by internal and third-party managers.

Amy Wong is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Vames Wang Sosa Hood for three years and was employed at Khalsa Pain Relief Clinic for nineteen years prior to entering the financial advisory field. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management 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.

Dean Eisenbraun is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory work, he manages multiple business entities involved in bookkeeping and financial administration. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs both discretionary and non-discretionary approaches, utilizing technology to manage held-away employer retirement accounts.

Rachel Gunderson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at KeyBank and its affiliated investment services entities since 2005. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and employs a multi-provider model combining platform services from Envestnet with portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Mark Scarlett is a CFA® charterholder and holds a Series 65 license, with 27 years of industry experience. He previously worked for Northwest Investment Counselors LLC for 26 years before joining Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.