D Collins is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a volunteer firefighter and is active in local political and religious organizations, including the Skamania County Republican Party and The Dunes Bible Camp. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning and investment management with approximately $2.74 trillion in client assets under management.

Colton Seiler is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Portland, OR. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of an education business in Happy Valley, OR. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Danielle Moulton is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, having 7 years of industry experience. She has been with Fisher Investments since 2013. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers a variety of services including sub-advisory and retirement plan services, and manages both separate accounts and pooled investment vehicles.

Javier Lizarraga is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Lizarraga holds Series 63 and Series 65 licenses and serves as a board member and treasurer for St. Mary’s Home for Boys, a charity in Beaverton, OR. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and risk modeling techniques.

Amber Colgrove is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Truluma and Duncan & Haley, Ltd. She serves as President of the Andrews Court Homeowners Association board of directors. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that employs research and modeling to provide tailored, non-discretionary recommendations.

Skyler Hutchinson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was involved with Island Cafe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Russell Loeb is a financial advisor with Edward Jones in Oregon City, Oregon. He holds the CFP® designation along with Series 65 and Series 66 licenses and has 26 years of industry experience. Loeb has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Oldham is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Oldham briefly operated PDX Wealth Management, focusing on non-variable insurance sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide range of advisory programs and institutional consulting services.

Jennifer Dole is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2022 and previously held positions with DoorDash and Grubhub. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Michael Page is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Fred Meyer as a grocery clerk. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

Marc Abell is a financial advisor at Fisher Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2001. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with quantitative and qualitative analysis to manage globally diversified portfolios and uses a variety of risk management techniques.

Cole Mills is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, All Hands Raised, and Bridgetown Wealth Management. He has also been involved with community organizations such as the Rotary Club of Portland and the Disjecta Contemporary Art Center of Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Christopher Collier is Vice President, Executive Planning Consultant at Fidelity Investments, where he has worked since 2011. In his current role, he collaborates with executives to assess financial planning considerations and develop strategies tailored to their individual circumstances. His work commonly involves discussions on workplace benefits, investment portfolio reviews, cash flow analysis, tax planning, and estate planning considerations. He has over 22 years of experience in the financial services industry, including positions such as Vice President, Wealth Planner at Fidelity Investments, Private Client Advisor at J.P. Morgan Chase Bank, and Regional Marketing Director at AIG. Christopher holds a California Insurance License. Outside of his professional responsibilities, Christopher has interests that include comedy, food, football, golf, parenthood, and traveling.

Jeri Richard is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2014 and concurrently works at Portland Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research.

Jared Tjaden is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial. Jared is also involved with EUC Inc., a business entity for tax and investment purposes. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gabriela Moran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked exclusively with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Fisher Investments and Personal Capital Advisors Corporation. Outside of financial advisory, he receives songwriting royalties from Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Eric Schwartz is a financial advisor with Merrill in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018. Prior to his financial services career, he was employed at Ningbo Dahongying University from 2012 to 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management encompasses multiple strategy types and manager-constructed portfolios, with oversight from its CIO and emphasis on tax-efficient services, supported by deep integration with Bank of America affiliates.

Spencer Schmid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Point West Credit Union, and Wells Fargo. Merrill, together 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 institutions.

John Horvath is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he serves as president of the Frank and Donna Patton Foundation. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, offering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis to support clients approaching or in retirement.