Matthew Larson is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fairway Independent Mortgage Corporation and Cascadia Advisory Services. Mariner serves a wide range of clients, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with notable capabilities in tax integration and employer financial-wellness tools.

Alexander Krenek is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation. He has experience at Mercer since 2026 and previously worked at CAPTrust and Southern Wealth Management. Prior to his advisory career, he was affiliated with LMU Loyola Law School and Santa Clara University. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and incorporates multi-factor tilts, low-cost index vehicles, and tax management strategies.

Robert Biancardi is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Fairway Independent Mortgage Company, and Cetera Advisors LLC. Outside of advisory work, he owns a small digital print shop, Barn Works, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, 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 capabilities spanning traditional and alternative investments as well as integrated tax and accounting services.

Rodney Cook II is a CFP® professional with 16 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes nearly a decade at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as roles at The H Group, Inc. He serves on the Finance Committee and Board of Directors for the Central Oregon Community College Foundation and is a trustee for Friends of the Children, a long-term mentor program for at-risk youth. He also volunteers as a mentor for prospective CFP professionals through the CFP Board. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations blending passive and active strategies overseen by an internal Investment Committee.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Kaytie Salzman is a financial advisor at J. W. Cole Advisors, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 11 years of industry experience. Her prior work includes roles at Atria Wealth Management, Avantax Investment Services, TD Ameritrade, and M Holdings Securities. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm offers a variety of managed program options and access to multiple third-party investment advisers and digital advice platforms.

Brent Petty is a financial advisor with CWM, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Northwest Capital Management and its affiliated firms since 2005. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, combining discretionary model portfolios with both fundamental and technical analysis along with access to alternative investments.

Jackson Pierce is a Series 66-licensed financial advisor with two years of industry experience, currently with Key Investment Services LLC. His prior experience includes roles at Equitable Advisors and KeyBank NA. Outside of advising, he is a limited non-voting partner in a multi-member partnership that invests in illiquid assets. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions and provides access to third-party discretionary managers, with oversight and due diligence conducted by internal committees.

Courtney Mersereau is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Vision Capital Management for eight years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of strategies and vehicles such as ETFs, mutual funds, and separate account solutions.

Thaddeus Allen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Brighton Jones, Fisher Investments, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Sarah Berry is a CFP® with 22 years of experience in financial advising, currently with Mercer Global Advisors Inc. in Portland, OR. Her prior roles include positions at Lion Street Financial, Raymond James Financial Services, McGee Wealth Management, and Waddell & Reed. Outside of her advisory work, she owns rental property managed by a third-party company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment and planning services.

Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he is an insurance agent offering various insurance products and is the sole owner of DCJacobs Inc., a business entity established for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.

Kelly Jandreau is a financial advisor with Allworth Financial, L.P. based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at KMS Financial Services, Inc. and Securities America, Inc., among other firms. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, utilizing both discretionary and non-discretionary asset management, and employs technology to manage held-away retirement accounts without accessing client login information.

Traci Henderson is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. 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 operates under the Advisers Act fiduciary standard 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.

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports services such as lending solutions and donor-advised funds.

Heather Williams is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 licenses, with six years of industry experience. She has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also engaged in outside insurance sales. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, and corporate clients by offering brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party strategies.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Key Investment Services and its affiliated entities since 2015, including prior roles at KeyBank from 2007. Key Investment Services LLC provides advisory, brokerage, and insurance products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring, acting as a wrap program sponsor with access to third-party discretionary managers and integrated services within the KeyCorp group.

Amy Mac Kinnon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in the art sector for several years, including roles at Sotheby's and Art World Applications LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.