Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

James Parker 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. He has been with UBS since 2002. Parker serves on the board of URS Electronics, an electronic parts wholesaler, and holds leadership roles in several nonprofits, including treasurer and finance chair positions at the Arlington Club Heritage Foundation and the Oregon Historical Society. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Eric Christofferson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Wells Fargo Advisors. Outside of his advisory work, he serves as a ski coach for the Multnomah Athletic Club Ski and Snowboard and is a board member of the Cascade Ski Club & Lodge. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Lucas Newman is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2023, he worked at First Republic Bank and its affiliated entities from 2011 to 2023. 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 an ESG eligibility framework.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Keianna Watt is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Key Investment Services, KeyBank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

George Steele is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Scottrade, Inc. for 15 years before joining Merrill in 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jeffrey Wirth Sr. is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremy Post is a financial advisor with Charles Schwab based in Portland, OR, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade, and Wells Fargo. Outside of financial services, he is the owner and administrator of Veggiedown, a computer/IT services website. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and an integrated operational structure.

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. 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 representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Christopher Wehbey is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2014. He is co-owner of KPCW LLC, through which he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools within a defined investment universe.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, and Waddell & Reed, Inc. He is based in Portland, OR. 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, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Noah Puggarana is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Groundworks Industries and The Hilt Bar and Grill, as well as service with the Oregon Post Adoption Resource Center. He also acts as a Successor Trustee for an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and investment tools, serving clients through a network of Investment Adviser Representatives.

Thomas Berry is a financial advisor with LPL Financial in Clackamas, OR, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Christopher Moyer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in Portland, OR. He has worked at LPL Financial since 2018 and previously served at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Outside of his advisory work, he operates C.L. Moyer, LLC, a non-investment related business entity. 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 with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Evan Connell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over nine years combined. Connell serves as President of the Party With a Purpose Foundation board and is involved with his local Phi Delta Theta fraternity alumni committee and homeowners association board. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Jaxon Kyle is a Financial Advisor based in Portland and serving clients across the Pacific Northwest. He works with executives, business owners, and professionals, helping them build retirement, equity compensation, and wealth transfer strategies tailored to their individual needs. Jaxon's practice focuses on retirement planning, managing equity compensation and concentrated stock, and coordinating estate and wealth transfer plans. He holds a Bachelor's degree in Finance from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaxon is committed to building long-term relationships with clients, serving as a trusted resource through every stage of their financial journey. Outside of his professional work, Jaxon enjoys chess, football, golfing, running, and skiing.