Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC and Linsco Private Ledger. In addition to his advisory work, he is licensed to sell life, health, disability insurance, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory relationships, and retirement plan services, utilizing both fundamental and technical portfolio inputs and a range of tailored investment solutions.

Peter Miller is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Citigroup Global Markets, Commonwealth Financial Network, and Oswego Crest Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing a range of advisory and portfolio management services through both in-house and third-party solutions.

Tonya Hirte is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Principal Financial Services since 2017. Prior to that, she was employed at Stancorp Investment Advisers, StanCorp Equities, and Standard Retirement Services. Outside of her advisory role, she serves as a director for the Gladstone Education Foundation, which supports educational services and community programs in Oregon. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under 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 within the Charles Schwab organization since 2009, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering tailored recommendations with trades executed only upon client authorization.

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 Certified Financial Planner® with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Cordant, Inc. for 11 years and B|O|S for 2 years. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening with both third-party and direct security selection, offering access to alternative and private market solutions and a range of affiliated business services.

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.

Kristoffer Preble is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2018 and previously with Crown Wealth Advisers and Cornerstone Wealth Strategies, LLC, which he owns and operates. Outside of his advisory role, Preble engages in cryptocurrency investing for personal use. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Alan Bacharach is a financial advisor with Guardian Life in Portland, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, all with Guardian Life and its affiliated entities. Outside of his advisory work, he is a member of the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment programs.

Randon Arima is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Advanced Wealth Management and has held roles at the University of Portland and Walmart. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a broad range of advisory programs, operational support, and investment management services. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Jeani Fink is a financial advisor with Principal Financial Services and holds a Series 66 designation. She has three years of industry experience with prior roles at Midlands Financial, Compass Rose Financial Services, and Principal Life Insurance Company. Outside of financial advising, she is a licensed acupuncturist who runs a small acupuncture practice and serves as an assistant tennis coach at St. Mary's Academy. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Maxwell Baumann is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank NA, and Bank of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Olivia Ong is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Intel, World Financial Group, Business Network International, and Metropolitan Senior Network. She is active in community networking and volunteer activities, including facilitating connections for seniors through the Metropolitan Senior Network. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products. The firm uses a combination of proprietary and third-party investment models and manages both discretionary and non-discretionary assets.

James Cameron is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Principal Securities, American Fidelity Educational Services, and New York Life. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Guardian Life’s affiliate, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, leveraging proprietary and third-party resources.

Joshua Bullis is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Vancouver, WA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years at T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management with access to financial advisors and online tools. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware rebalancing and tactical allocations.