Aaron Daugherty is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Entertainment Properties Inc. Outside of finance, he manages a tiki bar and karaoke lounge called The Alibi and serves as an intelligence analyst with the Oregon Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Michelle Skinner is a financial advisor at OSAIC based in Portland, OR, with 2 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Resource Financial Planning, Victory Financial Planning, tru Independence, XY Planning Network, Edelman Financial Engines, and Farm Credit West. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation and portfolio construction tools and supports both discretionary and non-discretionary account management.

Kristine Brill is a financial advisor with Edward Jones in McMinnville, Oregon, holding Series 63 and Series 66 licenses and having 43 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1982. Outside of her advisory role, she is involved as a general partner in family limited partnerships that own rental and vacation properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm operates 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.

Shawn Colucy is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory work, he moderates IrishEnvy, a sports website focused on Notre Dame athletics. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice centered on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Sriram Hariharan is a financial advisor at Edward Jones in Beaverton, OR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Nike Inc and Flexe Inc, as well as operating his own business, Kids-Tyme LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heather Parson is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she operates an Airbnb rental from her home. 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, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Cindy Iseli is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Tonya Nichols is a Series 66-registered financial advisor at RBC Capital Markets with 20 years of industry experience. She previously worked at Robert W. Baird from 2012 to 2017 before joining RBC Capital Markets. Nichols serves on the board of directors for the Oregon Humane Society, where she is involved in fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and a range of advisory programs featuring discretionary and non-discretionary portfolio management supported by both in-house and third-party managers.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Travis Barsotti is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the Barsotti Tanquary Group and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Travis began his career at Merrill Lynch in 1999 and served as the Resident Director of the Lake Oswego office from 2008 to 2016. He works with individuals, families, and businesses to develop tailored financial plans based on a disciplined, process-driven approach that emphasizes clear understanding of client goals. His expertise includes retirement income planning, growth and accumulation strategies, college education planning, tax minimization, legacy planning, philanthropic planning, and portfolio management. Travis combines wealth planning, asset management, and a service-oriented approach to help clients achieve their personal financial objectives. He focuses on building lasting, multi-generational relationships and supports continuous education within the field of wealth management. Travis and his team were named to the 2023 Forbes “Best-in-State Wealth Management Teams” list. Travis earned a bachelor's degree in Finance from Oregon State University. Originally from Oregon, he resides in the Portland area with his wife and two daughters. Outside of work, he enjoys coaching youth sports, golfing, biking, boating, fishing, skiing, listening to music, traveling, and spending time with his family.

Matthew Majewski is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, previously working at AIG Capital Services Inc. and American General Life from 2013 to 2019. Outside of his advisory work, he owns a rental property managed by a property management company. 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 and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Douglas Souvenir is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Raymond James since 2016. Souvenir is a co-managing partner of two LLCs, Kruse Woods Financial Partners and Project Discovery. 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 offers tailored, non-discretionary planning using analytical tools and supports advisory programs, institutional consulting, and public finance services.

Robert J Wilson is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at Wells Fargo-affiliated firms. Outside of his advisory work, he holds 100% ownership in LACLAJO Holdings Inc., a financial practice based in West Linn, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Nathan Harrell is a Series 66 licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where he has worked since 2008. He has 21 years of industry experience. Outside of his advisory work, he is involved with SPKH LLC, a real estate business based in Portland, Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Cristina Ederer is a financial advisor at Robert Baird & Co. with one year of industry experience. She previously worked at First Republic Bank, now part of JPMorgan Chase, for five years and at Chase Bank for 21 years. She holds the Series 66 designation. Cristina is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments.

Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. Outside of her advisory role, Paula owns Decor by Jorg, a personal crafting and home décor business, and is involved in sales of health and fitness products and programs with Beachbody Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.