Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC since 2012, where he also provides legal services. Morinaka is a notary in Portland, OR, performing related duties occasionally outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while maintaining significant non-advisory financial activities.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Adam Anderson is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and previously spent nine years at RBC Capital Markets Corporation. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Wesley Peltzer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at firms such as JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

David Thomas is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Washington County Community Corrections and WestCare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Ronald Lam is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities, and currently operates in Oregon City, OR. In addition to his role at Ameriprise, he manages an advisory business at Wealthbridge Advisors, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic tools with professional oversight to support client retirement planning.

Todd Caldwell is a CFP® professional based in Portland, OR, with 32 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Rogers is a Financial Advisor on the RMC Team with Merrill in Portland, Oregon. He provides a comprehensive approach to wealth management that begins with understanding clients, their families, and their financial situations. Sean helps create customized wealth management strategies that can adapt as clients' goals, needs, and market conditions change. He offers access to investment insights from Merrill Lynch Wealth Management alongside banking services from Bank of America to address various aspects of clients' financial lives. Sean focuses on client areas including college education planning, family wealth management strategies, legacy planning, and personal retirement planning. Sean earned a bachelor's degree in Business Administration from Southern Oregon University. During his time there, he played collegiate football, experiencing both wins and losses in two national championship games. He was recognized as a NAIA All-American Defensive End and served as team captain and permanent team captain. After college, Sean coached football at Central Catholic High School, where he contributed to a state championship and supported the individual successes of his athletes. Sean holds the designation of Personal Investment Advisor (PIA). Currently taking a hiatus from coaching, he plans to return to coaching in the future and continues to pursue his commitment to helping individuals and families achieve their financial goals and build strong legacies.

Brenna Vitus is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and Legacy Financial since 2021, and previously spent five years at Preferred Property Management, Inc. Brenna is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.

Zachary Keller is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. His career includes roles at several financial services firms such as The Prudential Insurance Company of America, Mass Mutual, and New York Life. Prior to entering the financial sector, he was involved in the restaurant industry, including operating Momiji Sushi Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

Erin Dwyer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved with Victory Academy, where she participates in community fundraising efforts. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver data-driven, non-discretionary retirement recommendations combining research, modeling, and tax-efficiency analysis.

Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Emily Lapp is a financial advisor at Raymond James Financial with 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. In addition to her advisory role, she serves as a Notary Public in Tualatin, Oregon. 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 clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services in municipal and public finance.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. 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 through written Recommendation Reports and ongoing advice.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joyce Wright is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Bank of America, and Merrill. Wright is based in Portland, OR. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Randall Mahar is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.