Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.

Kari Skedsvold is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Ameriprise Financial Services, Inc. for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Judy Rubino is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2022. She previously worked at Ameriprise Financial Services, Inc. starting in 2005. Rubino operates under two DBAs related to her LPL business in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and various investment strategies.

John Egbert is a Series 66-licensed financial advisor with Fisher Investments in Camas, WA, and has 17 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and uses tax-aware strategies and risk management techniques.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades and has owned and operated Cascade Tax Services and Meyer Bookkeeping Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC serves 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 multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer 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 offers both brokerage and advisory solutions.

Joseph Good is a financial advisor with Merrill based in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His work history includes roles at Bank of America N.A. and Merrill, as well as positions outside the financial sector at Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. 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 model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Schweitzer is a financial advisor with Fisher Investments in Camas, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2002. Outside of his advisory role, Schweitzer serves on the board of directors for Camas Little League as a softball player agent and is the president of his neighborhood homeowner's association. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process managed by an Investment Policy Committee and offers sub-advisory and retirement plan services through diversified portfolios and risk management strategies.

Kyle Townsend is a financial advisor at Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed 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 tailored, non-discretionary advice through a centralized consulting team.

Kaitlyn Tonai is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at George Fox University, Roger Dunn Golf Shops, Olomana Golf Course, and Punahou School. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Shall Jue is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held Series 63 and Series 66 designations and previously worked at Merrill for 26 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies executed through in-house and third-party managers, supported by a notable capital-markets footprint and integrated financial services.

Carissa Hill is a financial advisor at Ameriprise in Portland, OR, holding a Series 63 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked in the restaurant and real estate sectors, including roles at Urban Restaurant Group and Next Home and HomeSmart Realty. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. 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 solutions, supported by a large nationwide network of advisors and branch offices.

Arin Iavicoli 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 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios while implementing tax-aware and risk management strategies.

Mackenzie Martin is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. She has worked at Cetera since 2023 and previously spent 13 years with an independent financial group. Outside of her advisory role, she serves as secretary of the Rose City Polo Club and is a part-time educational instructor at the Oregon State College of Veterinary Medicine. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Rebecca Vanhorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with LPL Financial since 2015. Outside of advising, she is involved with ASH Brokerage, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.