Daniel Wanous is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked for the PGA of America from 2016 to 2018. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Lukowiak is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of advising, he is involved in coaching youth and men’s soccer and serves as a soccer referee. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a wide range of advisory and brokerage services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Jeremy Ayres is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he models for print advertising clients through agencies such as Ryan Artists Inc. and Harris Talent Agency. Fisher Investments serves a diverse global clientele including institutional investors 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 and utilizes tax-aware risk management strategies.

Veniamin Chumov is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and also serves as a court interpreter for the Oregon Judicial Department, providing Russian/English interpretation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Walter Denkers is a financial advisor at Osaic with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial for 17 years prior to joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship providing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs various portfolio construction tools and automated rebalancing strategies.

Stephen Carbaugh is a financial advisor with Ameriprise in Clackamas, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Edward Jones, StanCorp Equities, Standard Insurance Company, and Wells Fargo. Outside of his advisory work, he is involved in managing his Ameriprise business ownership activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with financial advisors to produce recommendation reports leveraging proprietary research, third-party data, and algorithmic tools.

Spencer Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He previously worked at Boeing and Gulf Controls Company before establishing Savage Wealth Management, where he serves as CEO. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Philip Resch is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His background includes roles in education and various service positions prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Floreid Walker is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. Walker has 38 years of industry experience, including 14 years at Sagepoint Financial and over two decades at AIG Federal Savings Bank. Outside of advisory work, Walker is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through multiple custody platforms and proprietary model strategies, with additional services from approved third-party managers.

Eric Qualheim is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and implements tax-aware and risk management strategies.

Matthew Asay is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. 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 large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hernan Prince is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Amazon and JPMorgan Chase Bank, N.A. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Connie Walker is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Jennifer Alsman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she held roles at Fluence PC and Reliance Connects/Cascade Utilities Inc. She is also the owner of a rental property managed by Vacasa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Alex Nguyen is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2022, following a 23-year tenure at Cuna Brokerage Services, Inc. Nguyen is also active as an agent in the fixed insurance sector, specializing in supplemental insurance including supplemental Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party subadvisors, and technology-enabled investment solutions.

Lyssa Richards is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. She has been with Fisher Investments since 2018 and previously worked at Thomas Howard Murphy OD Inc. from 2015 to 2018. 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 approach combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware and risk management strategies.

Erik Powell is a Series 66-licensed financial advisor at Edward Jones in Vancouver, WA, with three years of industry experience. Before joining Edward Jones in 2022, he held various roles at companies including United Parcel Service, Redfin Corp., and Alpha Entertainment LLC. Outside of his advisory work, Powell coaches high school football at Seton Catholic Prep High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm operates a large national network of advisors and branch offices and provides services under a fiduciary standard.

Henry Jung is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He is also engaged in income tax return preparation as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Spanski Dreffin is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2021 and previously served at VOYA Financial Advisors. Outside of his advisory role, he is a board member of the nonprofit Seahorses PDX. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various investment program options.