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.

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.

Michael Dolan is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Willamette Falls Paper Company and Fitesa. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Derenzo is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera since 2013. She also serves on multiple nonprofit boards, including as vice chair of the Columbia Non-Profit Housing Board and as a board member for the PeaceHealth Southwest Medical Center Foundation and the Estate Planning Council of Southwest Washington. In addition, she is involved with a Mary Kay skin care business and participates in local philanthropic foundations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through multiple program platforms and a variety of discretionary and non-discretionary account structures.

John Buford is a financial advisor with Edward Jones in Portland, OR. He holds a Series 66 designation and has five years of experience at Edward Jones, following five years at H&R Block and seven years at Toys R Us. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. She is a co-author of the retirement planning guide, The Retirement Trail Map. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on reliable income sources and tax-aware withdrawal strategies.

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 bringing eight years of industry experience. His career includes roles at Axa Advisors and Colonial Life, and outside of finance, he owns and operates La Victoria Farm in Ecuador, which produces hearts of palm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of firm programs and third-party managers.

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.