Jay Recchia is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Voya Financial Advisors since 2016 and is also associated with Lewis Stefani Group and California Corporate Benefits. In addition to his advisory role, Recchia operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, corporations, charitable organizations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary relationships, utilizing multiple program structures including wrap programs and third-party money manager access.

Spencer Bateman is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. in Portland, OR. His career includes roles at National Life Group, Fidelity Brokerage Services LLC, and Bateman Larkin CPA. Bateman is also involved as an insurance agent outside of his advisor role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Saul Hernandez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Bank of America, Merrill, Edward Jones, and JPMorgan. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lonn Ensing is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 14 years. Outside of his advisory role, he manages rental properties. 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 allocation methodologies.

Dustin Martin is a financial advisor with Ameriprise in Battle Ground, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Northwest Tax & Financial Services, Inc., and Madison Avenue Securities, Inc. Outside of finance, he is involved in consultation and administrative services for music publishers and recording artists and participates in mission work teaching systematic theology through World Hope Ministries International. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Kathy Phillips is a financial advisor with LPL Financial in Aloha, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she is involved in an art-related business called Kathy Phillips Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technological tools to support both discretionary and non-discretionary management.

Abdiwahab Daud is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity, Apple, and various retail and community organizations. He is associated with OnPoint Community Credit Union in a banking role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Michael Morgan is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Valic Financial Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.

Scott Dolphin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC in 2024 and was employed at Safeway in customer service from 2016 to 2024. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad range of funds and ETFs.

Robert Mc Call Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside his advisory role, he serves as President of the Board of Directors at Tualatin Country Club. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mansur Sadeghi is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company, Fly Homes, and KeyCorp. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.

Addeson Moh is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Camas, WA. He has been with Ameriprise since 2014 and is a co-owner of CANI LLC, through which he manages his advisory business. Moh also serves on the Advisory Committee of the Brian Grant Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Palena is a financial advisor with LPL Financial in Vancouver, WA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 55 years of industry experience, including prior roles at Raymond James Financial and extensive experience with Palena Associates, Inc. Palena has operated his own advisory business for several decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by diverse investment research and technology solutions.

Christine Harriss is a Series 65-licensed financial advisor at Fisher Investments with 11 years at the firm and six years of industry experience. She is based in Camas, Washington. 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 multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios, with extensive sub-advisory relationships and a significant international client base.

Kyle Wolf is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2017. Prior to his advisory role, he spent four years at Purdue University. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Valerie Lyons is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sumedha Arekar is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Currier is a financial advisor with Morgan Stanley based in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. 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 financial planning process supported by firm-approved tools and modeling techniques.