Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with several firms, including WealthWave, HIFE CPP, Net Law, Inc., Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she serves as a college consultant helping high school students and their families with college major selection and application processes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach and third-party managers to implement investment strategies across multiple platforms.

Michael Denbo is a financial advisor with Empower Advisory Group and holds Series 65 and Series 63 licenses. He has two years of industry experience, including roles at Empower Financial Services and Wells Fargo Clearing. Outside of finance, he is involved with Black Bronze Media LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through integrated recordkeeping and administrative platforms.

Lindy Clark is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Transamerica since 2012 and is also involved in managing Marker Ranch and Vineyard, where she works in a hospitality role. Clark has additional experience with firms including WealthWave and Netlaw, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Joseph Conachy is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with Creative Planning and previously worked at Osborne Partners Capital Management and Empirical Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. Her prior work includes roles with several health insurance companies such as United Healthcare, Kaiser Permanente, and Blue Cross Blue Shield Regence. She also engages in part-time insurance sales as an independent agent for multiple health insurance providers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steven Bodo is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has held positions at several firms, including American Capital Corporation and Edelweiss International LLC. Outside of his advisory role, he is involved with mortgage loan processing through Right Choice Processing LLC and acts as a referral partner for estate planning legal documents at Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm provides discretionary and non-discretionary program options and manages a mix of fee-based and commission-based products.

Andrew Laws is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Michael R. Neumann Corp. and Wells Fargo Investments. Outside of advising, he has worked as a ride-share driver for six years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience in marketing with WealthWave and part-time work with DoorDash. Outside of advising, he is involved in managing an Airbnb rental property. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement investment strategies and offers a range of advisory and brokerage services through multiple program platforms.

Todd Mckee is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through various program structures, including wrap programs and third-party money managers.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and four years of industry experience. She has experience in estate planning and financial education, including roles with NetLaw and the Heartland Institute of Financial Education. Outside of advising, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Sarah Tufts is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Crown Capital Securities, LP for 19 years. Tufts also operates Tufts Wealth Management, a non-investment-related DBA for branding purposes in Wilsonville, Oregon. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary account arrangements.

Rachel Gunderson is a financial advisor with Key Investment Services LLC in Oregon City, OR, holding Series 63 and Series 66 designations and 16 years of industry experience. Her career includes roles at KeyBank and Key Investment Services dating back to 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

James Mann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates his own CPA practice since 2010. In addition, Mann serves as Treasurer for the Knights of Columbus, a nonprofit fraternal organization where he manages accounting and banking functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Greg Rogers is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been the president and owner of Greg Rogers PC, a CPA firm in Oregon City, OR, since 2006. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives who provide discretionary and non-discretionary portfolio management through various strategies and technology platforms.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Strategists, Axiom Wealth Strategies, and Crown Wealth Management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and due diligence of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated financial entities.

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.

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.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.