Aaron Bean is a financial advisor at Cambridge Investment Research Advisors in Portland, OR, with four years of industry experience. He holds the Series 66 designation and previously worked at HawkSoft, Inc. and Intel, Inc. Outside of his advisory role, he volunteers with The Church of Jesus Christ of Latter-Day Saints. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services, providing tailored strategies through various custody platforms and both proprietary and third-party model solutions.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Sean Zimmerman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Outside of finance, he works as an independent contractor model for Ryan Artists and participates in product testing for Nike. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and processes.

Spring Bennett is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bennett is based in Tigard, Oregon. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a blend of in-house and third-party managers across a range of traditional and alternative investment strategies.

Kurtis Inouye is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes 35 years with Waddell & Reed and various insurance carriers, as well as involvement with the KONKO Church of Portland. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Louis Miller is a Financial Consultant at Fidelity Investments, where he assists clients in navigating financial tools and resources to enhance their financial plans. He engages in thoughtful conversations to understand clients' goals and current situations, aiming to develop roadmaps that support progress toward financial success. Louis has been with Fidelity Investments since 2021, holding roles as Planning Consultant, Investment Consultant, and currently as Financial Consultant. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Thrivent Financial from 2016 to 2021.

Michael Burke is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a collaborative environment that supports advisors in assisting clients to achieve their individual definitions of success. Burke has a progressive history with Fidelity Investments, holding various positions since 2014. His experience includes serving as Vice President and Regional Planning Consultant from 2022 to 2023, Vice President and Financial Consultant from 2020 to 2022, Financial Consultant from 2018 to 2020, Investment Consultant from 2015 to 2018, and Financial Representative from 2014 to 2015.

David Hirsch is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon. He has three years of industry experience, including prior roles at Aspiration Financial LLC and Aspiration Partners, Inc. His background also includes positions outside financial services, such as work with Skillz and restaurant-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Jason Peterson is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and Dragon's Keep. 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 over $1 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services on a fiduciary basis.

Jeremy Miller is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that uses tools such as Monte Carlo simulations to model outcomes.

Reweti Wiki is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2024. His prior roles include positions at Ernst & Young Tahi Ltd, Edward Jones, and Wells Fargo Clearing. Outside of his advisory work, he is a partner in Te Aotaki Holdings LLC, a company involved in business and professional services related to his wife's publication of small business guides. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Esther Valdivia is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley & Co. Incorporated since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Thomas Griffin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been associated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Alexa Jossi is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. Prior to joining LPL Financial, she was associated with Wauna Federal Credit Union and Belinda Petshow Investment Services. Alexa also spent several years as a stay-at-home mom before beginning her advisory career. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Megan Weakland is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting on a non-discretionary basis, with notable expertise in municipal and public finance through its affiliated capabilities.

Caroline Perry is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining MassMutual in 2024, she worked at Voya Financial from 2014 to 2022. Outside of her advisory work, she is involved in residential real estate services as a sole proprietor and owns a Christmas tree farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.

Courtney Stewart is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James Financial. Her prior roles include positions at Lion Street Financial and Woodbury Financial Services, Inc. She has also operated her own wealth planning firm and is licensed as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and supports multiple implementation options, including brokerage and advisory accounts.

Andrew Glassner is a financial advisor with Osaic Wealth, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors for nearly two decades before joining Osaic Wealth in 2025. Glassner is also an agent for fixed and indexed annuities. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to deliver integrated investment solutions.

Marissa Murray is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of her advisory role, she owns and operates an Etsy shop called Whammo Gammo, where she creates and sells handmade goods. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm offers tailored financial plans and asset allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

David Artmann is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes 14 years at Arcadia Investment Corporation and roles at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting a range of investment strategies and program structures.