Darik Hoff is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets and Amazon Web Services, as well as a decade at Octavus, LLC. Hoff is based in Lake Oswego, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including corporate financial planning agreements.

Evan Gremillion is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the board and advisory committees of the Portland Japanese Gardens and participates in educational committees at Oregon State University. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Jason Burke is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Charles Schwab in Portland, OR. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2005. Outside of his advisory role, he owns a single-family rental property. Charles Schwab & Co., Inc. 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 a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Caryn Corbin is a financial advisor with J.P. Morgan Securities in Sherwood, OR, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and US Bancorp Inc, and has a longstanding role as a self-employed musician performing as a percussionist with orchestras and ensembles on a contractor basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is the owner of Anderson Wealth Management, a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2020 and has also been the owner of Vagabond Vans LLC, a camper-van rental business, since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both third-party asset managers and customized strategies.

Mark Meek is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior experience includes roles with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved as an equipment coordinator for a youth football organization and owns a goat farm that rents goats for vegetation clearing; he also coaches freshmen football. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative annual relationships focused on analyzing client goals and recommending investment strategies.

Keenan Brewer is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Oregon State University and VB Windows LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in various investment programs.

Brian Singer is a financial advisor with J.P. Morgan Securities and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience and has worked at J.P. Morgan Securities since 2020, having been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Timothy Stalsberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Wells Fargo since 2016, including prior service at Wells Fargo Advisors, LLC. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Robb is a financial advisor at Robert Baird & Co. in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, tailored to client goals and risk tolerances.

Carolynn Ashton is a financial advisor at RBC Capital Markets with 13 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Robert W. Baird from 2012 to 2017. Outside of advising, she is a proprietor of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.

Joseph Good is a financial advisor with Merrill based in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His work history includes roles at Bank of America N.A. and Merrill, as well as positions outside the financial sector at Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wheeler is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

James Sylvia is a Branch Leader at Fidelity Investments where he focuses on supporting and inspiring his team to help clients achieve their financial goals. His role involves fostering growth among advisors to enable them to effectively assist clients in pursuing their definitions of success. He has been with Fidelity since 2020, previously serving as a Senior Financial Consultant at TD Ameritrade for part of 2020. Prior to that, James worked as a Financial Advisor at Pacific Capital Resource Group from 2015 to 2020. Outside of his professional activities, James has interests in board games, camping, playing musical instruments, painting, puzzles, and writing.

Kevin Kirkpatrick is a financial advisor with OSAIC based in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. In addition to his advisory work, he operates a business brokering life, disability, and fixed annuity insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party services to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kevin Greene is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a range of capital markets and wealth management services, including institutional trading capabilities and fee-based financial planning.