Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Josh Rand is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 66 designation and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Hugo Granja Flores is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Axa Advisors, Colonial Life, and SMI Solutions. Outside of finance, he owns La Victoria Farm, an agricultural business producing hearts of palm in Ecuador. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm works through a network of representatives offering both proprietary and third-party investment solutions tailored to clients' risk tolerance and financial goals.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed advisor at Fisher Investments with five years of industry experience. Prior to joining Fisher Investments in 2021, he worked for eight years with the Camas School District. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process managed by a five-member Investment Policy Committee, using quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Shane Weisman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Ameriprise since 2011, as well as positions at Signator Financial Services, Reliance Investing, and Raymond James Financial. Outside of his advisory work, he is involved in property development through an ownership interest in Northwest 23rd Luxe LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning and written Recommendation Reports. The firm’s approach integrates investment research and specialized tools to offer tax-aware withdrawal strategies and asset allocation guidance within a defined investment framework.

Lauren Neary is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 66 licenses. She began her financial advisory career in 2026 and has prior experience in education and wellness-related roles. Neary has worked at organizations such as American Fidelity Assurance Company, Mission Acceleration, and held positions related to yoga instruction and academic support. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and written recommendations on a range of planning topics without discretionary trading authority.

Kenneth Wachtendorf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. His prior work includes roles at U.S. Bancorp Investments and Key Investment Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Negar Koushkakinejad is a financial advisor at LPL Financial in Portland, OR, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at BMO Bank NA, Bank of America, Merrill, and Ameriprise. Outside of finance, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband, though she is not involved in daily operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers various financial planning and asset management services, using technology tools for operational support while maintaining oversight of over $819 billion in discretionary assets and more than 22,800 advisors.

Joshua Nierenberg is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, Nierenberg had roles outside the financial industry, including work with Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. He is currently involved with Jain Fulfillment LLC. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Mccright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the wealth management field since 2008 and joined Merrill Lynch in 2010. Casey specializes in comprehensive wealth management and the design and management of qualified and non-qualified retirement plans, serving successful families, medical professionals, and privately held businesses with a focus on multi-generational wealth planning. He holds a Bachelor of Science degree in Business and Economics from the University of Oregon and has also studied at Copenhagen Business School, receiving a Certificate in International Economics. Casey has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), and Retirement Benefits Consultant (RBC). Casey lives in Eugene, Oregon, with his wife, two children, and black lab. They enjoy running, cycling, and various family activities in the Pacific Northwest. His community involvement includes participation with organizations such as Eugene 4J Schools, Kidsports, and YEBW.

Amanda Becker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a 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.

Jude Jeannis is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Investments, LLC and Ameriprise. He serves as an investment committee member for the Portland Art Museum. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics along with diversification principles and modern portfolio theory to evaluate investment options.

Cody Bennett is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, previously spending one year each at TTI and DuerSon Staffing. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics such as derivatives and tax-loss harvesting.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.