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.

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, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Their work history includes roles at Park Avenue Investment Advisory, Guardian Life Insurance Company of America, and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, along with financial planning and consulting services tailored to client needs.

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. based in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arbor Point Advisors, Securities America, Inc., and Morgan Stanley. Outside of his advisory role, he manages multiple limited liability companies involved in bookkeeping and monthly financial review activities. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing, utilizing both quantitative and qualitative investment analysis to provide customized strategies and specialized portfolios.

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.

D'andre Thortvedt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fisher Investments and TIAA. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Robert Horwitz is a CFP® with two years of industry experience, currently serving at Mercer Global Advisors Inc. He has previously worked at Thompson Advisory Services, Childfree Wealth, Protected Investors of America, and Money Quotient. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified portfolios using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

James Mann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates his own CPA practice since 2010. In addition, Mann serves as Treasurer for the Knights of Columbus, a nonprofit fraternal organization where he manages accounting and banking functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Scott Phillips is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds a Series 65 designation and was previously with Gamble Jones Investment Counsel for 23 years. Scott is based in Beaverton, Oregon. Cerity Partners serves a diverse range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions alongside traditional investment strategies.

Benjamin Yerke is a Financial Advisor at Creative Planning with 12 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning, he worked at Morgan Stanley and E*TRADE, and TD Ameritrade. Outside of his advisory work, he is a photographer involved in Benjamin Yerke Photography. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Rachel Novak is a financial advisor with Guardian Life in Lake Oswego, OR, holding a Series 66 registration and nine years of industry experience. She has worked with Park Avenue Securities since 2012 and Guardian Life since 2012. Outside of advising, she is involved with Liberty ID, a service helping clients protect against identity theft. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Matthew Shipman is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has worked primarily with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he is a 50% owner of RealEquity, LLC, which plans to engage in real estate investments. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently advising at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon spent eleven years at Cordant, Inc. in various advisory roles. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, offering customized wealth management solutions that incorporate both discretionary and non-discretionary investment management along with financial planning and other services. The firm employs a client-specific investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market solutions through affiliated platforms.

Joseph Mclaughlin is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group, Fisher Investments, Merrill, Harrisdirect LLC, TD Ameritrade, and M.L. Stern & Co., LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and business management services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.