Yen Phuong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Key Investment Services and Key Bank. Outside of her advisory role, she is co-owner of Phuong Consulting, a small business involving rental property and minor automotive services managed primarily by her husband. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rian Patrick is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience at Guild Mortgage, Homebridge Financial, and HomeStreet Bank. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Southard is a financial advisor with Fisher Investments, holding a Series 65 designation and 12 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he serves on the board of Community and Career Solutions Inc., an organization that assists disabled individuals in finding employment. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Steven Savage is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2014. He is the owner and president of Savage Investment Strategies and serves on the advisory board and finance committee of The Historic Trust, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrew Pollack is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory work, he serves on the Board of Directors and as President Ex-Officio of the Central East Portland Rotary Club and is a general board member of the Ducks Unlimited Portland Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary research tools, with distinctive enrollment criteria requiring a minimum level of investable assets and inclusion of Ameriprise managed assets.

Bradley Heath is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera and its related entities since 2018 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball referee for the Evergreen Basketball Officials Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Reid Frumkin is a financial advisor with Fisher Investments, holding a Series 66 designation and 16 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he serves as a Director at Large for Greenpoint Partners, LLC, a company involved in energy auditing software licensing, where he contributes to general strategic planning. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base with extensive sub-advisory relationships.

Skye Dahl is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and bringing 23 years of industry experience. Dahl has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice, utilizing a range of investment research and algorithmic tools within a defined investment universe.

Maxwell Senf is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at Columbia Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he maintains involvement with Uber as a rideshare driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Tracie Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. since 2009. In 2023, she was involved with Country Coffee Central Oregon. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

James Schaller is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Schaller is also involved in tax preparation and accounting through his Woodstock Tax Practice in Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

Brittany Castro is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emily Elder is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has worked at Fisher Investments since 2021. Outside of her advisory role, she is a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and is notable for its centralized investment decision process and extensive sub-advisory relationships.

Brooks Berardi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, and McCoy Foat Wealth Management Group. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions. 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 ongoing financial planning, asset management, and educational seminars, using a collaborative approach and firm-approved analytical tools.

Marc Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for over two decades before joining Cetera in 2025. In addition to his advisory role, he operates a tax preparation and accounting business through Aigner & Co. in Portland, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment managers.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. 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 across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Richard Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following a lengthy tenure at Waddell & Reed, Inc. Beyond his advisory work, he serves as a coach at Hockinson High School. 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 supported by model portfolios and research from various sources.

Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and several accounting firms where she provided CPA services. She is also the owner of Reaves & Co CPA, a tax preparation and accounting business in Vancouver, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.