David Price is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Randall Barkhurst is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including long-term tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in health insurance sales and property and casualty insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated platform.

Daymon Halstead is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TD Ameritrade Inc., Equitable Advisors, and Uber Technologies Inc. prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized structure that supports a large client base.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Bethany Cichy is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she maintains a hobby-focused Instagram account dedicated to paper crafting and planner supplies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Tina Thom is currently a Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she focuses on creating a productive and engaging workplace by empowering associates and partnering with clients to work toward their financial goals. Her experience at Fidelity Investments spans several roles since 2018, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects her involvement in various aspects of financial services and client relationship management. Tina holds a California Insurance License, supporting her work within the financial industry.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and managing Strauch Investments LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party sources.

Mark Roukas is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he assists in caregiving for a special needs individual through a community organization in Oregon. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services and leveraging proprietary research to tailor client strategies.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

Krystle Mariano is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at UBS Financial Services in Portland, Oregon, having joined UBS Private Wealth Management in 2022 after six years with Morgan Stanley Private Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Christopher Rask is a CFP® with 28 years of experience in the financial services industry. He has been with LPL Financial since 2020 and previously worked at Wells Fargo Advisors for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bryan Brumund is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He has over 25 years of experience in financial services, focusing on helping individuals achieve their personal financial goals through customized planning. Bryan's professional background includes positions such as Vice President of Sales at Resource Securities from 2016 to 2019, Regional Director roles at Steben & Company, Structured Investment Products America, LLC, Goldman Sachs, and AFBA Investment Management Company, as well as a Regional Sales Representative at Scudder Investments. Earlier in his career, he worked as a Chicago Board of Trade Runner at Linnco Futures Group. He holds a California Insurance License.

Zachary Mullnix is a CFP® and Series 66 registered financial advisor with six years of industry experience. He is currently with Charles Schwab in Lake Oswego, OR, where he has worked since 2022. His prior experience includes roles at Ameriprise, Equitable Advisors, AXA Advisors, and various positions related to outdoor recreation and sports. Outside of his advisory work, Mullnix occasionally works as a dog sitter and walker. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary management options.

Wendy Wells is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Charles Schwab and Co., Inc. and has prior experience at Fidelity Investments and Lincoln Financial Advisors. Wells serves as a Director at Large for the Oregon Porsche Club of America, where she participates in communications and community outreach activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational resources.

Kevin Parisi is a financial advisor at LPL Financial with six years of industry experience. He previously worked at Edward Jones for six years and spent nine years with Enterprise Rent-A-Car Company of Sacramento, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Johnathan Hausinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent five years at WinCo Foods LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Andrew Mork is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the advisory board for Central Washington University's economics department, assisting with curriculum development and fundraising, and is a member of the Central Washington University Alumni Association Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

George Milne is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1979 and previously worked at Painewebber Incorporated starting in 1978. Outside of his advisory role, Milne serves as an NASD industry arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.