Robert Biancardi is a financial advisor with Mariner Wealth Advisors in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Fairway Independent Mortgage Company, and Cetera Advisors LLC. Outside of his advisory work, he owns a small digital print shop called Barn Works, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax, accounting, and family office services as part of its comprehensive approach.

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 CFP® with 24 years of experience in financial advisory. He is currently affiliated with CWM, LLC, having previously worked at Northwest Capital Management, Inc. for 18 years, as well as Arnerich Massena, Inc. and MissionSquare Retirement. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing customized solutions including alternative investments and third-party sub-advisors.

Jackson Pierce is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Equitable Advisors and KeyBank NA. Outside of his advisory work, he is a limited non-voting partner in Piercegang Investments LLLP, a partnership focused on illiquid investments. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional clients through a model-based advisory platform. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide investment, banking, and risk management services.

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 over 34 years of industry experience. He has worked with Independent Financial Group since 2008 and previously held roles at Concord Equity Group Advisors, LLC, The Concord Equity Group, LLC, and LPL Financial. Outside of his advisory role, Jacobs is an insurance agent offering various insurance products and is the sole owner of DCJACOBS Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both passive and active investment exposures.

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. in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes long tenures at KMS Financial Services, Inc. and Securities America, Inc., as well as roles with Arbor Point Advisors and OSAIC. Allworth Financial serves a diverse client base—including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations—and offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm employs a combination of quantitative and qualitative analysis through its Investment Committee to create customized investment strategies across various asset classes and model portfolios.

Traci Henderson is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. prior to joining her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard investment advice, retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs.

Ryan Myers is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of his advisory role, he is involved with several non-investment-related business activities, including Employee Retention Credit filing and solar energy sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, retirement plan, charitable, and business clients with brokerage and advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and access to proprietary and third-party investment solutions.

Heather Williams is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also involved in outside insurance sales. Guardian Life operates Park Avenue Securities LLC, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

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 in Hillsboro, Oregon. He holds the Series 63 and Series 66 credentials and has 13 years of industry experience. His work history includes roles at KeyBank and Key Investment Services dating back to 2007. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 uses a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

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.

Laura Coats is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked with Princor Financial Services Corporation and Principal Life Insurance Company for 12 years, and with Voya Financial Advisors and Voya Financial Partners. Coats is based in Beaverton, Oregon. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products, alternative investments, and integrated lending options.

Michael Fennessy is a financial advisor with Integrity Alliance, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Integrity Alliance, he worked at Lion Street Financial, LLC, Ameritas Investment Corp, and Guardian Life Insurance Co of America among others. Outside of his advisory role, he owns Fennessy Financial & Insurance Services LLC and engages in consulting and speaking on topics related to the defined contribution and retirement industry. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers, supported by its dual registration as an investment adviser and broker-dealer.