James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in community activities including serving on the finance committee of a local Catholic church and participating on the board of Discover Mt. Angel, a nonprofit organization. Additionally, she works with WealthWave in a marketing capacity and has experience as a math instructor at Chemeketa Community College. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network and managing approximately $1.7 billion in regulatory assets under management.

Mark Hunter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He is involved in providing financial education as a Certified Financial Educator with the Heartland Institute of Financial Education. Outside of his advisory role, Hunter works as a driver for several organizations including Student Transportation of America and TrackersEarth summer camps. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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 with 16 years of industry experience. Her career includes roles at WealthWave, HIFE College Planning Program, Net law, Inc., and World Financial Group. She also works as a college consultant helping high school students identify majors and find suitable colleges and offers digital estate planning document services through a referral role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, providing both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and supports retirement plan clients through affiliated entities.

Michael Denbo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as involvement with Black Bronze Media LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services while serving a large participant base relative to its advisor headcount.

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.

Greyvin Jovel is a financial advisor with PlanMember Securities Corporation in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework focused on risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

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 in Portland, OR, holding Series 63 and Series 65 licenses and five years of industry experience. Their background includes roles at various health insurance companies such as United Healthcare, Blue Cross Blue Shield Regence, and Kaiser Permanente. In addition to advisory work, Kim acts as an independent agent selling Medicare and health insurance products for several insurers on a part-time basis. Transamerica Financial Advisors provides advisory and broker-dealer services to a diverse client base, offering both fee-based wrap programs and commission-based products. The firm utilizes a combination of proprietary and third-party model portfolios and serves individual investors, plan sponsors, trusts, and charitable organizations.

Sherrie Kerr is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been affiliated with various Steward Partners entities since 2009, including Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. Kerr is based in Portland, OR. 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 a range of investment advisory, financial planning, pension consulting, and managed account services.

Lauren Smith is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Equitable Advisors and five years at AxA Advisors. She is also active as a representative with United Financial NW and conducts insurance sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education and support services, using a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Caiden Cockrell is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Key Investment Services, he had a brief tenure at Morgan Stanley and experience in various other roles including work at Oregon State University and Schilter Family Farms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options, integrating services from KeyCorp affiliates to support investment strategies and risk management.

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 designations and over 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has been involved with WealthWave since 2023. Outside of his advisory role, he is engaged in rental property management through Airbnb. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Todd Mckee is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services, combining in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary solutions.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses, with four years of industry experience. She has held roles at NetLaw and the Heartland Institute of Financial Education, where she provides estate planning tools and financial education courses. Outside of finance, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a wide range of clients including individual investors, trusts, and corporate entities, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

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 at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at KeyBank and its affiliated investment services entities since 2005. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and employs a multi-provider model combining platform services from Envestnet with portfolio management by the Key Wealth Chief Investment Office and third-party managers.