Terry Morrison is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Rebecca Horn is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at LPL Financial since 2006. She also teaches investing and personal finance classes through Clackamas Community Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes six years at Ameriprise Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies through a large network of investment adviser representatives.

Christian Crawford is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He joined J.P. Morgan Securities in 2025 after working for 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 through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Viengsavanh Bounnam is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Board of Directors for Portland Metro Arts, provides pro bono financial planning through Homes for Our Troops, and chairs the planning committee for "New Year in the Park," a community event celebrating Southeast Asian new year traditions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Jeffrey Mansur is a CFP® professional with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Signator Investors, and other firms. Mansur also operates Mansur Financial, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and extensive non-advisory financial services.

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.

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.

Logan Choisnet is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. He has worked at Bridgetown Wealth Management and LPL Financial since 2022 and has a background that includes over a decade at Oil Re-Refining Company, Inc. Outside of advising, he is involved with McMenamins. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing a broad platform that includes proprietary and third-party model portfolios alongside various institutional programs.

Daniel Levine is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. Outside of finance, he operated Levine Photography LLC for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Deanna Like is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has worked at Raymond James since 2021 and previously spent five years at Wells Fargo Clearing. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a range of portfolio management styles.

Walter Warren is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2005 and previously spent two years with Morgan Stanley DW Inc. Warren operated his own business, Laurus Wealth Management, and has accounting-related involvement with Warren Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Angela Vlach is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Financial Advocates Advisory Services. Outside of advising, she served as vice president and secretary of a family-owned upholstery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, leveraging both proprietary and third-party investment strategies supported by technology and operational tools.

Isabella Augustadt is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where she has worked since 2014. She has seven years of industry experience. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across a range of asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Outside of his advisory role, he is employed at Mt Hood Meadows and is involved with the Multnomah Athletic Club in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandee Pense is a financial advisor at Edward Jones with 2 years of industry experience, holding a Series 66 designation. She previously worked at MORE Realty as a licensed realtor focused on investment and property flipping. Brandee has been with Edward Jones since 2025 and also had an earlier tenure at the firm from 2007 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branch offices across the United States.