Stephanie Palomino is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She previously worked at M Holdings Securities, Inc., Merrill, Bank of America, N.A., the US Securities & Exchange Commission, the US Bankruptcy Court, and TTE Law Group LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Allen Paul Agol is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, Provident Credit Union, PEPSICO, and Abu Dhabi Commercial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored recommendations through a centralized consulting team.

Brenden Sornson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work history includes roles at Aerotek Staffing, Alliance Insurance Group, and Tilly's Clothing Store. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding the Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a range of portfolio management styles.

Joseph Brazil is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and has been associated with Stone & Youngberg LLC since 2001. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Marcia Moore Hull is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she is an owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Kent Rudisill is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as secretary and finance committee member of the Eliot Tower Home Owners Association in Portland, Oregon. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational platform.

Otoniel Maxwell is a financial advisor at Edelman Financial Engines in Portland, OR, holding a Series 65 credential with four years of industry experience. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, Mariner Wealth Advisors, and Fisher Investments. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios and both discretionary and non-discretionary management options.

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, including 18 years at KMS Financial Services and several years with Cambridge Investment Research firms. She is also an owner and partner of Financial Advisors, Inc., a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Abel Estraviz is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Merrill, Bank of America, and AXA Advisors, as well as experience in property management and university employment. 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 applying an ESG eligibility framework in its recommendations.

Chase Muro is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Orchard Hills Golf and Country Club and operated a self-employed landscaping business for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Eric Mazemke is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and CUSO Financial Services, LP. Mazemke is also affiliated with iQ Credit Union and offers investment products and services under the trade name iQ Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, along with various institutional and retail solutions.

Stephen Aaron is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm entity. Outside of his advisory work, he is involved in managing several limited liability companies related to real estate and business operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

Patrick Cummings is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he serves on the Board of Directors for Cascade Policy Institute and De La Salle North Catholic, and participates on the Mt. Hood Ski Patrol committee overseeing the endowment’s portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and integrates capital-markets capabilities and alternative investment options.

Tyler Chormicle is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services LLC since 2018, following five years at Wells Fargo Bank, N.A. His practice is based in Vancouver, Washington. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory within available custodial platforms.

Bruce Trang is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Bruce holds Series 63 and Series 65 licenses and is based in Vancouver, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Brian Nelson is a financial advisor at Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a seven-year tenure 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robyn Brooks is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. and has experience with 280 Group (dba Productside) and NAVEX Global. Brooks also serves as a power of attorney for her father's trust. 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 plans, corporations, and charitable organizations.