Erin Sanchez is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to her current role, she has also been affiliated with Bank of America, N.A. since 2018. Merrill, along 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 plans, corporations, and charitable organizations.

John Love is a financial advisor with Charles Schwab in Vancouver, WA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he held positions at Office Depot and Albertsons, and worked at Boise State University for eight 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 separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing infrastructure.

Ryan Johnson is a financial advisor with LPL Financial in Portland, OR, holding a Series 65 credential and two years of industry experience. He has been with LPL Financial since 2023 and has operated AcCount Above since 2015. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alisha Langford is a financial advisor with Mass Mutual Investors Services in Portland, OR, holding a Series 66 credential and having seven years of industry experience. She has been with MML Investors Services since 2017 and with MassMutual since 2016. Outside of her advisory role, Langford is involved as the treasurer of The Estuary Center, an organization focused on creating inclusive communities for people experiencing autism, and serves on the board of Neurotherapeutic Pediatric Therapies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools and a range of investment and planning programs.

Tyson Allred is a financial advisor at LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years and currently has roles at NW Priority Credit Union and LPL Financial. 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 offers a range of financial planning and advisory programs, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Magdiel Perez Velazquez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes seven years at U.S. Bancorp Investments, Inc. and U.S. Bank. Currently, he is also an associate and licensed financial advisor at OnPoint Community Credit Union and OnPoint Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors 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, along with tax-aware and risk management strategies.

Andy Murphy is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Columbia Credit Union, CUSO Financial Services, Morgan Stanley, and other firms. He operates under the trade name Columbia Invest and Insure for his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Edward Murphy III is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has worked with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Brian Sutton is a CFP® and holds a Series 66 designation with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is based in Gladstone, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Wiens is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has held positions at Capitol Family Office, Inc., Financial Advocates Investment Management, and LPL Financial over his career. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.

Andrew Stevenson is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Barbara Clare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, Clare serves on the budget committees for the Oregon Trail School District and the Sandy Fire Department, is a member of the Sandy Chamber Career Education Committee, and is a board member of the Sandy Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent professionals, utilizing various portfolio management approaches and custody platforms tailored to client objectives.

James Schenk is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Sherrett Street LLC, a property management business in Portland, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process using firm-approved tools and manages approximately $2.74 trillion in client assets.

Amy Spiker is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, holding a Series 66 designation and 16 years of industry experience. Her prior firms include First Republic and U.S. Bancorp Advisors. She is based in Portland, OR, and is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products in addition to investment advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Vitaliy Romanyuk is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following seven years at Wells Fargo Bank. Outside of his advisory role, Romanyuk owns and manages investment-related businesses in Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Daniel Adams is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2019, Bank of America from 2011 to 2019, and Merrill since 2010. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Jake Miller is a financial advisor with J.P. Morgan Securities in Portland, OR. He holds a Series 66 designation and has experience working at JPMorgan Chase Bank, Northwestern Mutual, and other firms since 2019. Miller is also involved with Next Step Strategies Inc., a role he has held since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates as part of the broader J.P. Morgan organization and offers access to a wide range of investment products through its unique regulatory registrations.

Kale Young is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC, and has a varied background including roles in aviation and adventure services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Karen Hofler is a financial advisor with Edward Jones in Portland, OR, holding a Series 66 designation and 23 years of experience at the firm. She has worked exclusively with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.