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® with 46 years of industry experience and is currently affiliated with CWM, LLC. His career includes prior roles at LPL Financial, Cetera Wealth Services, and Granite Wealth Strategies. He also works as an insurance agent, selling life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services.

Omar Kemp is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Advisory Group, he worked at Fisher Investments for seven years and had roles at Cetera Investment Services, Foresters Advisory Services, and Teen Enrichment Network. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Wealth Services, LLC, Granite Wealth Strategies, and Linsco Private Ledger. Outside of advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering a range of retirement plan services and fiduciary processes.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Commonwealth Financial Network and Oswego Crest Financial Group. He is also co-owner of Oswego Financial Group LLC, an entity created for securities business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Tonya Hirte is a financial advisor with Principal Financial Services in Portland, OR, holding Series 66, Series 63, and Series 65 licenses and bringing 13 years of industry experience. She has worked at Principal Financial Services and Principal Life Insurance Company since 2017 and previously held roles at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory duties, she serves as a director for the Gladstone Education Foundation, promoting educational services and community programs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Miles Mason is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to this, he worked at Bank of America and Merrill, with tenures spanning from 2005 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

Jake Anderson is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds a Series 66 designation and has worked across several Charles Schwab entities since 2009, including Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to guide investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice without discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Mark Hwee is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has been associated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Nora Mickelson is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has prior experience with firms including TIAA, Edward Jones, and Wells Fargo. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Gerlach is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 11 years at Cordant, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening combined with discretionary and non-discretionary portfolio management to build client programs.

Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.

Hannah Floom is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. She holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Eagle Strategies, she worked at CharaRx, LLC and ICON Medical Network. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.