Kelly Jandreau is a financial advisor with Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes long tenures at KMS Financial Services, Inc. and Securities America, Inc., as well as roles with Arbor Point Advisors and OSAIC. Allworth Financial serves a diverse client base—including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations—and offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm employs a combination of quantitative and qualitative analysis through its Investment Committee to create customized investment strategies across various asset classes and model portfolios.

Traci Henderson is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at RBC Capital Markets, Wells Fargo Advisors, and Stifel Nicolaus & Co. Inc. prior to joining her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard investment advice, retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs.

Ryan Myers is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of his advisory role, he is involved with several non-investment-related business activities, including Employee Retention Credit filing and solar energy sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, retirement plan, charitable, and business clients with brokerage and advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and access to proprietary and third-party investment solutions.

Heather Williams is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also involved in outside insurance sales. Guardian Life operates Park Avenue Securities LLC, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Amanda Long is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Mariner since 2021 and spent five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as secretary for the Salmon River Park Water Improvement District in Brightwood, OR. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional offerings such as CFO services and a Financial Wellness Platform.

Amy Mac Kinnon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in the art sector for several years, including roles at Sotheby's and Art World Applications LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Laura Coats is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked with Princor Financial Services Corporation and Principal Life Insurance Company for 12 years, and with Voya Financial Advisors and Voya Financial Partners. Coats is based in Beaverton, Oregon. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products, alternative investments, and integrated lending options.

Michael Fennessy is a financial advisor with Integrity Alliance, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Integrity Alliance, he worked at Lion Street Financial, LLC, Ameritas Investment Corp, and Guardian Life Insurance Co of America among others. Outside of his advisory role, he owns Fennessy Financial & Insurance Services LLC and engages in consulting and speaking on topics related to the defined contribution and retirement industry. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers, supported by its dual registration as an investment adviser and broker-dealer.

Frederick Schaefer is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and model-based programs, and serves as adviser to a donor-advised fund.

Korina Kaio Maddox is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation with five years of industry experience. She previously worked at Sigma Investment Management Co before joining Mercer, where she has been employed since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with multi-factor tilts and a variety of investment vehicles including ETFs, index funds, and private funds.

Mary Kirk is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL REYVEN CO, Inc., a real estate business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and third-party strategies through discretionary and non-discretionary management, supporting clients with a broad spectrum of financial services.

Michelle Gagiano is a financial advisor at Steward Partners Investment Advisory, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Steward Partners Global Advisory, LLC and Umpqua Bank. Outside of her advisory role, she is involved with the Oregon Fishing Club, which manages leased land for fishing access. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Gregory Bowen is a CFP® and ChFC® with 33 years of experience in financial advising. He is currently a wealth advisor at Mariner and Msec, LLC, having held positions at Cascadia Advisory Services, Cetera Advisors, and Portland Community College. Outside of financial services, he is president of Bowen Consulting Group, an entity established for bookkeeping purposes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and specialized tax and family office services. The firm utilizes customized discretionary portfolios overseen by an Investment Committee and supports a range of strategies including alternatives and digital assets.

Waiyee Wong is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners in 2024, she worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. She is Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the investment of the Japanese Garden’s endowment. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Alexander Reed is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Columbia Associates, Cetera Advisor Networks, CWM, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, Reed owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm delivers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Ali Kavianian is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Churchill Management Group, Creative Planning, TD Ameritrade, and Merrill. Outside of financial advising, he is involved in small business ownership, including ventures in vehicle rental and leasing as well as property management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Hans Manseth is a CFP® with 24 years of industry experience, currently working at Equity Services, Inc. in Portland, OR since 2002. He is involved in multiple business activities including ownership and management of investment-related entities and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes a range of advisory platforms, often incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Fiona Cosmann is a financial advisor with Valic Financial Advisors in Portland, OR. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, including roles at Agia and Valic Financial Advisors. Cosmann is also involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with centralized technology and model solutions.

Kyrsten Schenck is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR, holding the ChFC® designation and Series 63 license, with five years of industry experience. She has worked with Eagle Strategies LLC since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Co since 2021 and 2020, respectively. Outside of financial services, she is involved with Oregon Made Grub, LLC, a business she has been part of since 2014. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.