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.

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.

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 15 years of industry experience. He currently works at Cerity Partners LLC and previously spent 15 years at Cordant, Inc. (formerly Private Wealth Northwest). Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, and tax services. The firm’s investment approach incorporates client-specific profiles, quantitative screening, and access to alternative and private market solutions for qualified clients.

Asa Rowlett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining these firms in 2025, he operated Asa Rowlett LLC for 11 years. He is also involved with P&C Business Consulting, a non-investment-related activity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves 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 and third-party platforms, along with a range of financial planning and consulting services.

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.

Brian Little is a CFP® professional with 17 years of industry experience, currently serving at Valic Financial Advisors since 2008. He holds the Series 66 designation and has also been involved with Agia and Positive Housing. Outside of his advisory role, he is involved in managing residential rental properties and has invested in rental housing supporting nonprofit organizations focused on drug and alcohol rehabilitation. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing options for tax and ESG overlays.

Logwone Mitz is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as prior experience with Lyft and World Ventures. Outside of his advisory work, he serves on the board of Financial Beginnings Oregon and participates in community organizations such as the Northwest Independent Baseball League and youth scholarship foundations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Schwartz is a CFP® with 16 years of industry experience. He has worked at Principal Financial Services since 2019 and previously held roles at Eagle Strategies and New York Life. In addition to his advisory work, he serves as an agent offering fixed life insurance, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, offering both advisory and promoter arrangements to support client investment needs.

Stephen Crabb is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Financial Advocates Investment Management, LPL Financial, Capitol Family Office, Abrahamson Wealth Advisors, and KMS Financial Services. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

John Mcewan is a CFP®-certified financial advisor with 46 years of industry experience, currently practicing at CWM, LLC. His prior work includes 22 years at LPL Financial, llc and 8 years at Cetera Wealth Services, LLC. He is also licensed as an insurance agent and sells life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by an Investment Committee and a range of custodial and technology partnerships.