Kevin Fisher is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he serves as a substitute teacher for middle school classes at St. Clare School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Andrew Frazier is a financial advisor with LPL Financial in Milwaukie, OR, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sii Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Michael Scarafia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Scarafia has trustee and power of attorney roles for several trusts. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Erin Wheeler is a Series 65-licensed financial advisor at Fisher Investments with 15 years of industry experience, including nine years and six years in two consecutive roles at Fisher Investments. Outside of her advisory work, she is a co-owner and manager of R&E Construction and Remodeling LLC, a construction business based in Washougal, WA. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques, and it maintains extensive sub-advisory relationships internationally.

Emily Mcdonald is a financial advisor with LPL Financial and holds a Series 66 designation. She has 13 years of industry experience, including previous roles at Single Point Financial Advisors and Securities America. Outside of her advisory work, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Holly Blanchette is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, and she has experience connected to organizations such as the Coeur d'Alene Symphony Orchestra, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers various managed solutions, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branches nationwide.

Tyler Church is a financial advisor at Morgan Stanley in Vancouver, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its Private Bank since 2016. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Christopher Bourn is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Reece Boyce is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. Prior to joining Cetera, he worked at Deloitte Consulting LLP. He also serves as an employee and office manager at Boyce Financial Group LLC, a financial planning services business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Frances Mc Kay is a CFP®-designated financial advisor at Edward Jones in Portland, OR, with 12 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. before returning to Edward Jones, where she has been since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katelin Walker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, OnPoint Community Credit Union, and Edward Jones. Outside of her advisory work, she has experience in the restaurant industry with Gino's Restaurant. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research and investment models.

Kirstin Peterson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in various industries including food and beverage and healthcare. She has also been involved with small business ventures such as Bowlby Brews LLC and JB's Taphouse and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lexi Stangel is a financial advisor at OSAIC with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at The Legacy Group, Ltd., Securities America, Inc., and Oregon Wealth Management. Outside of her advisory work, she is a part-owner of Yamhill Valley Vineyards and a member of the Lake Oswego Rotary Club and the Milwaukie-Portland Elks Club. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a variety of investment options and third-party platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts.

Christina Price is a CFP® professional with 22 years of experience at Edward Jones, where she has worked since 2004. She serves on the boards of the Lake Merwin Campers Hideaway and the Mount Hood Medical Center Foundation, and is also an ordained minister with the Universal Life Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Danette Dickerman is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, offering globally diversified portfolios with various risk management strategies.

Amber Martinell is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. She has been with Edward Jones since 2007. Prior to her advisory role, she worked at DoorDash Inc. from 2021 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Colleen Lenard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and ownership of WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Shena Bartlett is a financial advisor with OSAIC based in Vancouver, WA, holding Series 63 and Series 66 credentials and 22 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for nine years before joining OSAIC in 2025. Bartlett owns Wealth by Design PNW LLC, a business offering various types of insurance including health, disability, long-term care, and life insurance, as well as group benefits and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios while supporting legacy programs and third-party solutions.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.