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 held a position at Gamble Jones Investment Counsel for 23 years before joining Cerity Partners in 2023. Phillips holds a Series 65 designation. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

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 Series 66 licensed advisor with Primerica Advisors, based in Portland, OR, and has nine years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities, where she has been active since 2012. Outside of her advisory role, she is involved with Liberty ID, a service assisting clients with identity theft protection. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

Matthew Shipman is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. He is involved as a part owner in several business ventures, including a 50% interest in RealEquity, LLC, and a 5% ownership stake in APN (Advanced Practice Network) DBA Fiscalyze. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm employs a mix of model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon worked for 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

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.

Fred King is a CFP® with 21 years of experience in the financial industry. He is currently associated with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after previously working at The H Group Inc and The H Group Washington, Inc. in various capacities from 2004 to 2026. 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 employs a diversified investment process that blends passive and active management overseen by an internal Investment Committee.

Theodore Haley is a CFP® with 17 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He previously co-owned Advanced Wealth Management, Inc., where he was involved for 13 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Roels is a financial advisor at D.A. Davidson & Co. in Portland, OR, with five years of industry experience. He previously worked at Umpqua Private Bank for seven years. Outside of his advisory role, he serves as a contract consultant for Prosapient, providing consulting on financial market surveys. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pete Honiotes II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2024. His prior roles include positions at Fisher Investments, Northwestern Mutual Investment Services LLC, Mark Wise, Schwab Private Client Investment Advisory Inc, and Charles Schwab. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Greg Rogers is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been the president and owner of Greg Rogers PC, a CPA firm in Oregon City, OR, since 2006. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives who provide discretionary and non-discretionary portfolio management through various strategies and technology platforms.

Kevin Anema is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience at Oakwood Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers 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, supported by an internal Investment Committee.

Christopher Werner is a financial advisor with Commonwealth Financial Network based in Lake Oswego, Oregon. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Wells Fargo Advisors Financial Network LLC for eight years. Werner is a co-owner and board member of Epsilon Technology Corp, a role outside of his investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolios, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with investment management teams that oversee discretionary model portfolios.

Isaac Presley is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and was previously with Cordant, Inc. (formerly Private Wealth Northwest) for 15 years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Asa Rowlett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and one year of industry experience. He previously operated Asa Rowlett LLC for 11 years and is involved in a non-investment consulting business, P&C Business Consulting. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and advisory programs that include proprietary and third-party models and a hybrid digital advisory solution.

Michelle Tran is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. She currently works at Savant Wealth Management and has previously been employed at firms including North Ridge Wealth Advisors, Inc., OSAIC, and Securities America. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by affiliated accounting, legal, and trust services.

Christopher Markarian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years before joining &PARTNERS. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.