Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide range of investment vehicles.

Jedidiah Barnett is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at Fisher Investments, the City of Vancouver, and Windermere Crest Realty. He serves as a trustee for the Daniel M. Barnett Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

Mousa Obeidi is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary when advising on investments.

Jordan Delgado is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including roles at Columbia Credit Union and Owens Illinois Glass Plant. Delgado is involved with Columbia Invest and Insure, offering investment products and services through LPL Financial. 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 provides financial planning and a range of advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Carol Vreeland is a CFP® with 46 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Crown Capital Securities, LP for 25 years. In addition to her advisory role, she serves as treasurer and membership chair for a women's networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management options.

Ryan Leday is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he held positions at H&R Block, KeyBank, and Amazon. He is also affiliated with Oregon State University, where he has been involved since 2020. 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 offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Brian Cha is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2026, he worked at LPL Enterprise and Prudential Insurance Company of America. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kent Sadler is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Fisher Investments and has experience with Bamboo Group Operations LLC and Pacific Seafood. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

Mercedes Napoli is a financial advisor at LPL Financial with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2022, she worked at Ameriprise from 2017 to 2022 and was involved with L'Arche Portland from 2016 to 2017. 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 offers a range of advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Larry Christiansen is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC in Portland, OR. His prior experience includes ten years at KMS Financial Services, Inc. and four years with Securities America Advisors, Inc. Christiansen operates a separate business under the name Zephyr Investments & Planning Services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of financial and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

David Studer is a financial advisor with Ameriprise, holding CFP®, Series 63, and Series 65 credentials and 29 years of industry experience. He previously worked at First Command Advisory Services and related entities for over two decades. Outside of Ameriprise, he operates an independent advisory business through Tenmile Island LLC and provides services at Ark Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

David Vanderploeg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, OR. He has been with Ameriprise and its affiliate since 2005. Vanderploeg also owns Gojisan LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Sam Manafi is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds the CFA® designation and Series 66 license and has been with RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.