Adrian Neal is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Colleen Lenard, Waddell & Reed, and various insurance carriers. Outside of his advisory work, Adrian coaches with Runner2Runner. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad range of financial planning, advisory programs, and retirement plan consulting. The firm offers discretionary and non-discretionary management using model portfolios, research, and technology-driven strategies.

David Brown is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for nine years. Outside of his advisory role, he owns a photography business specializing in action sports and portraits and oversees operations at Vista NW WM, LLC. 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting clients through various advisory programs and institutional consulting.

Marc Duquella is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

Kayla Davenport is a financial advisor at Fisher Investments with six years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Norah Winkler is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016. Outside of her advisory role, she is a martial arts instructor for the Godai Ninpo Association. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and risk management techniques across diverse asset classes.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Lance Boyce is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Boyce Financial Group, and Crosscoast Legacy Partners, where he is co-owner and leads recruitment efforts. Boyce also serves as owner and president of Boyce Financial Group, LLC, focusing on asset management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Kerin Clark is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Gradient Advisors, LLC, Nordstrom, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Bryan Everett Anderson is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 credentials. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of advising, he is a distributor for Whisper Creek Log Homes. 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 under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Nies is a financial advisor with Fisher Investments, holding a Series 63 designation and 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies.

Joshua Bub is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017 and prior to that worked at WIX from 2014 to 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures with both discretionary and non-discretionary account management.

Matthew Cordes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kristiana Harding is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked in various roles at Wells Fargo and currently serves as an Investment Advisor Associate at OnPoint Investment Services and OnPoint Community Credit Union. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm supports a large advisor network with analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Shannon Paulsen is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Paulsen & Belding LLC and Waddell & Reed, Inc. from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Cory Mcdaniel is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as president of Co-Dad Incorporated and performs notary services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Mary Wood is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2014. Outside of her advisory work, she is a business partner at Ranch PDX, a restaurant where she consults on business decisions and assists with marketing. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and manages portfolios with tax-aware strategies and risk management techniques.

Joshua Bishop is a financial advisor with Edward Jones in Portland, OR, holding the ChFC® designation and Series 63 registration. He has 25 years of industry experience, having been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide range of advisory programs with a national network of financial advisors and branch offices.

Robert Shoji is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and leads Shoji Financial Group LLC, which he founded in 2016. Outside of advising, he is a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets.

Matthew Brown is a financial advisor at Fisher Investments with 21 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios.