Richard Wilhelmi is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Portland, OR. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bassam Tarazi is a financial advisor with Edward Jones in Forest Grove, OR, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was involved with several businesses including 71 & Technology LLC and 71 & Change. He is the sole owner of Colipera, LLC, a consulting business through which he occasionally provides executive coaching and public speaking. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is recognized for its extensive retail advisor network, branch footprint, and affiliated capabilities beyond advisory services.

Steven Newman is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop and strengthen their financial plans to work toward financial success by understanding their priorities. Steven has experience in the financial services industry, having worked as an Investment Counselor at Fisher Investments from 2019 to 2022, a Financial Advisor at Merrill Lynch from 2018 to 2019, and a Financial Advisor at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Steven enjoys snowboarding, swimming, tennis, and traveling.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding the Series 63, 65, and 66 licenses and having 24 years of industry experience. He previously worked for KMS Financial Services, Inc. from 2002 to 2020 before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services through a large network of investment adviser representatives.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Jennifer Ming is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to Merrill, she was with RBC Capital Markets for 12 years and spent one year at Edward Jones. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Mcglinn is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. from 2012 to 2021. Outside of his advisory role, he is involved in property management as an owner and manager of real estate in Salem, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Brianna Nichols is a CFP® with nine years of industry experience, currently advising clients at Ameriprise Financial Services since 2016. She operates out of Portland, OR, and is involved in a side business as a member of Gojisan LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Spence Johnston is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Zarykk Davis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles outside of the financial services industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Keith Holmgren is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Holmgren serves as successor trustee for the H Family Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC since 2012, where he also provides legal services. Morinaka is a notary in Portland, OR, performing related duties occasionally outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while maintaining significant non-advisory financial activities.

Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Jason Hurley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Investments, Chase Investment Services, Wamu Investments, and Phillips & Company. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of financial advisors and uses research-driven approaches grounded in diversification and modern portfolio theory.

Adam Anderson is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and previously spent nine years at RBC Capital Markets Corporation. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, Washington, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial and its predecessor firm since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wesley Peltzer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at firms such as JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

David Thomas is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Washington County Community Corrections and WestCare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Ronald Lam is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities, and currently operates in Oregon City, OR. In addition to his role at Ameriprise, he manages an advisory business at Wealthbridge Advisors, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic tools with professional oversight to support client retirement planning.