David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Monica Spady is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She worked for UBS Global Asset Management for 20 years prior to joining UBS Financial Services in 2022. Outside of her advisory role, she serves on the boards of the Oregon Historical Society and Women in Wine, acting as treasurer for the latter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Benjamin Piff is a Certified Financial Planner® with six years of industry experience, currently serving at Charles Schwab in Portland, OR. His prior experience includes roles at J.P. Morgan Securities, Fidelity Investments, and Edward Jones. Before entering the financial industry, he worked at Clive Coffee for four years. Charles Schwab & Co., Inc. serves 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 affiliated discretionary SMAs, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, 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 construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Robert Monaco is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer Inc. and ADP LLC. Outside of his primary role, he is also a sales representative for ADP Strategic Plan Services, LLC, providing investment management and advisory services to plan sponsors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management backed by proprietary research and capital market insights.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan O'quinn is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Fred Meyer for sixteen years in produce inventory management, quality control, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branches.

Ian Hubbard is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC before joining LPL Financial in 2026. Hubbard is also vice president and a passive owner of Finity Group, LLC, where he acts as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and various portfolio strategies.

Terry Morrison is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Edwin Turnquist is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for D.A. Davidson & Co. for 11 years before joining Stifel in 2024. Outside of advisory work, he manages Turnquist Hospitality, LLC, overseeing hotel operations, and serves as a general partner in Turnery Properties I, LLLP, which operates a hotel in Minneapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Rebecca Horn is a CFP® professional with 26 years of industry experience and has been with LPL Financial since 2006. She also teaches classes on investing and personal finance through Clackamas Community Education. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, including both its LLC and Inc. entities, from 2016 to 2026 before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christian Crawford is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Joshua Hooper is a financial advisor at Morgan Stanley in Lake Oswego, OR, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at BMO Family Office from 2016 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Brandon Jochim is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a consulting business and co-owns an entity that holds his office building. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver written, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Bart Stuart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their individual ambitions and priorities. Bart focuses on helping clients plan for key financial goals such as funding education, preparing for retirement, managing potential healthcare costs, and achieving long-term family objectives. Bart holds a Bachelor's Degree from the University of Oregon and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes simplicity and transparency in wealth planning, guiding clients through the complexities of investing to support their financial goals.

Kelly Davis is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to her career in finance, she worked at LA Fitness for four 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cole Buffehr is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and The Finity Group. Buffehr is also involved with Gojisan, LLC as a paraplanner outside of his advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.