Pavlo Kornivskyy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as at Wells Fargo Bank, N.A., and Primerica Inc. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lucas Forristall is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years with Cummins Inc. Outside of his advisory role, he owns and operates a hobby farm in Oregon, raising hogs, chickens, dogs, and horses. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Derek Baade is a financial advisor with Mass Mutual Investors Services in Vancouver, WA, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with MassMutual Life Insurance Company. Outside of his advisory role, Baade is a partner in conducting wealth strategies through DLTB INV and owns and manages a rental property business under Lil Guppie LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning relationships that leverage firm-approved analytic tools and offers various specialized planning programs.

Gaston De La Torre is a financial advisor with MassMutual Investors Services in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company, and he has operated his own wealth strategies business as a partner since 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to deliver written recommendations tailored to clients’ goals.

Rachelle Vanderzanden is a CFP® professional with nine years of experience in the financial services industry. She currently works at LPL Financial and has held previous roles at Cambridge Investment Research, Finity Group, and Apex Companies. Vanderzanden serves as a board member and volunteer for the Montclair Elementary PTO in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Mills is a financial advisor with LPL Financial based in Portland, OR, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Waddell & Reed, Friends of the Children, and his own practice under Bridgetown Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and corporations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Werdmuller is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at U.S. Bancorp Advisors, U.S. Bank, and JP Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles to support its investment approach.

Eric Liebe is a financial advisor at Fisher Investments with 18 years of experience at the firm. He holds a Series 65 designation and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing centralized investment decisions and tax-aware risk management strategies.

Jeremy Bordelon is a financial advisor with Fisher Investments and holds a Series 65 designation. He has six years of experience at Fisher Investments and a total of five years in the industry. Prior to joining the firm, he attended California State University, Chico from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies.

Ginger Cline is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1980. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with a range of portfolio implementation options tailored to client needs.

Timothy Kelly IV is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios and employs tax-aware strategies and defensive tactics to control risk.

Matthew Zuniga is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, with a focus on managing assets within Ameriprise accounts.

Jeff Carter is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with EquityCraft Innovations, LLC, a home-based business. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Timothy Freeman is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2009. He has 17 years of industry experience and is based in Camas, WA. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios and offers sub-advisory and retirement plan services.

Ryan Price is a CFP® and ChFC® with 23 years of industry experience, currently serving at Ameriprise since 2017. His prior roles include positions at Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory work, he teaches financial planning courses for the CFP program at the University of California, Irvine, and serves as an adjunct professor at George Fox University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Corneliu Lucescu is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Yoko Whittaker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 credential and has prior experience with Equitable Advisors and Capacity Building Partnerships. Outside of her advisory role, she volunteers as a community event organizer and gamemaster for local organizations and serves as a volunteer tax preparer in Portland. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income strategies.

Justin Katz is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2010. The firm serves a diverse global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach guided by a five-member Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolio construction.

Eleanor Lucero is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of experience at the firm. She serves on the Board of Directors for PEO Sisterhood as Treasurer and participates in Business Network International, a professional networking group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that emphasizes written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies.