Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

David Fennell is a financial advisor with RFG Advisory, LLC holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to his current role. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, retirement consulting, and access to alternative investments and annuity management.

Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

David Montermini is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. He also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, where he manages life and health insurance products and employee benefits. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform that supports independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Troy Haugen is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he manages several local businesses, including a coffee shop and an ice cream shop in Gresham, Oregon. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a long-term, fundamental analysis-driven approach, utilizing internal management, affiliated platforms, and independent managers to construct diversified portfolios.

James Miller is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, and Morgan Stanley DW Inc. In addition to his advisory role at Prospera, he owns White Horse Capital Management LLC, where he provides financial advice and services. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Grant Johnstone is a CFP® with 29 years of industry experience, currently affiliated with Composition Wealth, LLC. His career includes roles at Wells Fargo Advisors Financial Network, Cantella and Co., Inc., and DPL Financial Partners. In addition to financial advising, he holds active law licenses in Texas and Kentucky. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals and institutions, employing a long-term investment approach focused on low-cost, diversified funds supplemented by individual securities and alternative investments. The firm manages over $9 billion in discretionary assets and serves clients with typical minimum relationships of $500,000.

Stefanie Agar is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Founders Financial Securities, she worked for 17 years at the Canby School District. She serves as treasurer for The Friends of the Historic Carus Schoolhouse, a nonprofit organization focused on preserving a historic schoolhouse. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining fiduciary, brokerage, and insurance capabilities.

Jerald Halverson is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. His current role includes responsibilities at both Citizens Bank NA and Citizens Private Wealth. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers specialized services including tax and estate structuring, ERISA plan advisory, and business consulting for multigenerational families and closely held businesses.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Kris Kienzle is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Mutual Advisors in 2020, he worked at Ameriprise Financial Services and Dewam Distributors Inc. Outside of advisory work, he is the owner and CEO of a wholesale distribution business specializing in stainless steel fasteners. Mutual Advisors serves a diverse range of clients including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to client objectives and is notable for its scale of institutional assets under management and service to uncommon institutional types such as sovereign wealth funds.

Candace Turanzas is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Allium Financial Advisors, Arnerich Massena, and Merrill Lynch, Pierce, Fenner & Smith Inc. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $6.8 billion in client assets and emphasizes customized asset allocations using low-cost diversified mutual funds and ETFs alongside other investment options.

Michael McDonald is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, U.S. Bancorp Investments, Wells Fargo Investments, and Cetera Wealth Services. Outside of his advisory work, he is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by multiple model portfolios and third-party managers.

Douglas Greenberg is a financial advisor with SB Advisory, LLC, holding Series 65 and Series 63 licenses and over 32 years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as Pinnacle Wealth Advisory. Outside of his advisory work, he is a co-founder of Data Aviator, a company focused on audience intelligence and activation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and third-party managers.

Jeffrey Wells is a financial advisor with Founders Financial Securities LLC in Oregon City, OR, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. He has worked with Voyager Wealth Management since 2017 and previously with HBW Advisory Services LLC and HBW Securities LLC. Outside of advisory work, he has a role as a life insurance agent and holds an ownership position in an LLC used for structuring income flows. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, financial planning, and niche consulting such as 1031 exchanges, with IARs operating under their own DBAs and providing both discretionary and non-discretionary management.