Qian Huang is a financial advisor at Merrill with eight years of industry experience. Huang holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Damon Dishman is a financial advisor at Wells Fargo Clearing with over 25 years at the firm and holds a Series 66 designation. He is the owner of A&E LLC and provides strategic insights to The Best Health and Personal Care Store LLC, which offers e-commerce solutions for health and personal care product companies. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kayla Davenport is a financial advisor at Fisher Investments with six years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Jacqueline Kotan is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Bank and Wells Fargo Clearing since 2016 and 2021, respectively. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Bevans is a financial advisor with Wells Fargo Clearing based in Vancouver, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of finance, he owns and manages two non-investment businesses: an import/retail company and a mall kiosk operation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory, financial planning, and retirement consulting services, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Tomie Schmidt is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she manages a property management business in Vancouver. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and various investment strategies but generally acts in an advisory capacity rather than as an ERISA fiduciary unless specifically engaged.

Norah Winkler is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016. Outside of her advisory role, she is a martial arts instructor for the Godai Ninpo Association. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and risk management techniques across diverse asset classes.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Lance Boyce is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Boyce Financial Group, and Crosscoast Legacy Partners, where he is co-owner and leads recruitment efforts. Boyce also serves as owner and president of Boyce Financial Group, LLC, focusing on asset management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Kerin Clark is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Gradient Advisors, LLC, Nordstrom, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Bryan Everett Anderson is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 credentials. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of advising, he is a distributor for Whisper Creek Log Homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Evan White is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, both since 2011. Outside of advisory work, he is an independent insurance agent and owner of Finity Group, LLC, which focuses on insurance, benefits, and human resources, and he is involved with Finity Tax as a CPA, enrolled agent, and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Keegan Banks is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fisher Investments and Franklin Templeton Investments. Banks has also spent time as a full-time student and has experience at Oracle Corporation. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Frank Nies is a financial advisor with Fisher Investments, holding a Series 63 designation and 11 years of industry experience. He has been with Fisher Investments since 2014. 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 process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies.

Joshua Bub is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017 and prior to that worked at WIX from 2014 to 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures with both discretionary and non-discretionary account management.

Matthew Cordes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kristiana Harding is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked in various roles at Wells Fargo and currently serves as an Investment Advisor Associate at OnPoint Investment Services and OnPoint Community Credit Union. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm supports a large advisor network with analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

Brianna Nichols is a CFP® with nine years of industry experience, currently advising clients at Ameriprise Financial Services since 2016. She operates out of Portland, OR, and is involved in a side business as a member of Gojisan LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Spence Johnston is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Edward Jones since 2004. 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 and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.