Pia Meyer is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and ten years of industry experience. She has been with Merrill since 2011, totaling 15 years in the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.

Meagan Young is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following a decade at Building Advice, Inc. Outside of her advisory role, she serves as HOA President for a community in Camas, WA. Fisher Investments provides discretionary portfolio management to a diverse global client base that includes institutional investors and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies and risk management techniques across equity, fixed income, and blended mandates.

Kimberley Lanphar is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in academic roles at Portland State University and Clark College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Hayley Porter is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Osaic Wealth, Inc. She has held roles at Osaic Wealth, BPG Wealth Management, and worked in the David Douglas School District. Porter is involved with multiple investment-related business activities, including retirement plan coordination and the sales and marketing of securities and fixed insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through a large network of advisers and platforms. The firm integrates brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles and third-party solutions.

Viktoria Shikova is a Series 65-licensed financial advisor at Fisher Investments with five years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Samuel Knapp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Oregon State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Jonathan Boutwell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to this, he was involved with Morones Analytics LLC and Sseko Designs. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Laurelhurst PTA. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Karla Pemberton is a Series 66-licensed financial advisor with Ameriprise, based in Lake Oswego, OR. She has 20 years of industry experience and has been with Ameriprise Financial Services since 2016. Pemberton serves as co-secretary on the board of the Sunset Primary Parent Teacher Student Organization and provides respite care for her younger sister with disabilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Mian Harris Yaseen is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and Bank of America N.A., accumulating six years of experience, and has also held roles at Washington Federal, Walmart, and Shafiq Sons Law Associates. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, applying broad investment analysis without offering individual security recommendations within standalone planning services.

Tanya Cook is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Financial Services since 2007 and PFS Investments Inc. since 2008. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Brendan Dexter is a financial advisor with LPL Financial in Portland, OR, holding the Series 66 designation and one year of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., First Tech Federal Credit Union, and Osaic Wealth, Inc. Outside of his advisory work, he was involved with Taplandia Taphouse for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced portfolio management technologies.

Karen Goulding is Senior Resident Director at Merrill, where she collaborates with individuals and families to provide investment planning and wealth management strategies tailored to their personal, family, and professional goals. Drawing on her experience and the resources of Merrill and Bank of America, she develops flexible financial plans that address college education planning, family wealth management, socially responsible investing, tax minimization, and other specialized areas. Karen grew up in Salt Lake City, Utah, and earned a Bachelor of Economics degree from the University of Utah. She began her career with Merrill in Salt Lake before relocating to the Portland, Oregon office in 1991. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). Active in her community, Karen volunteers with nonprofits and currently serves on the board of Donate Life Northwest, which advocates for organ, eye, and tissue donation. Her personal interests include biking, hiking, music, reading, skiing, yoga, traveling, and spending time with her family.

Lauriano Barajas is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. He serves as a resource for a range of financial needs, including general investing, retirement planning, and saving for unexpected expenses. Additionally, Lauriano can connect clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Lauriano holds a Bachelor's Degree from New Jersey City University and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he is a member of Merrill Lynch and is committed to providing ongoing advice and guidance tailored to clients' evolving needs.

Jeffery Perry is a Series 66 licensed financial advisor with eight years of experience, currently practicing at Edward Jones in Troutdale, Oregon. He has been with Edward Jones since 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, under a fiduciary standard.

Paul Churilla is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, OR. He has one year of experience at LPL Financial and previously spent 19 years at Brake Hughes Bellermann LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management options supported by model portfolios, research, and technology solutions.

Jason Abernethy is a financial advisor with Fisher Investments, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes with a centralized investment decision process.