Ervie Houston is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cetera, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide range of investment vehicles.

Jedidiah Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Fisher Investments and the City of Vancouver. Barnett also serves as a trustee of the Daniel M. Barnett Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Joseph Trachta is a financial advisor with Fisher Investments in Camas, WA. He holds a Series 66 designation and has 15 years of industry experience, including three years at Morgan Stanley before joining Fisher Investments in 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Mousa Obeidi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2009 to 2011. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Jordan Delgado is a Series 66 licensed financial advisor with four years of industry experience, currently serving clients through LPL Financial in Vancouver, WA. His prior roles include positions at Columbia Credit Union and Owens Illinois Glass Plant. He is also involved with Columbia Invest and Insure, providing investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms and tools, managing more than $819 billion in discretionary assets.

Carol Vreeland is a CFP® professional at LPL Financial in Portland, OR, with 46 years of industry experience. She previously worked for 25 years at Crown Capital Securities, LP. Outside of her advisory role, she serves as treasurer and membership chair of a women's networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services supported by advanced research tools and extensive non-advisory financial activities.

Ryan Leday is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at H&R Block, KeyBank, and Amazon, as well as teaching experience at Oregon State University and local schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Casey Norton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He holds the Series 66 designation and is based in Milwaukie, Oregon. Norton has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. for his entire recent career. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to generate tax-efficient, income-focused recommendations.

Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Brian Cha is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources to guide its investment approach, providing both brokerage and advisory solutions across a broad client base.

Marci Collis is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 39 years of industry experience, including tenure at Morgan Stanley from 2004 to 2008 before joining UBS in 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market models and research to tailor client portfolios. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Kent Sadler is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Fisher Investments and has experience with Bamboo Group Operations LLC and Pacific Seafood. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

Mercedes Napoli is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Ameriprise for five years and has experience with L'Arche Portland. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting various investment strategies through a large network of investment adviser representatives.

Larry Christiansen is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC in Portland, OR. His prior experience includes ten years at KMS Financial Services, Inc. and four years with Securities America Advisors, Inc. Christiansen operates a separate business under the name Zephyr Investments & Planning Services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of financial and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

David Studer is a financial advisor with Ameriprise, holding CFP®, Series 63, and Series 65 credentials and 29 years of industry experience. He previously worked at First Command Advisory Services and related entities for over two decades. Outside of Ameriprise, he operates an independent advisory business through Tenmile Island LLC and provides services at Ark Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.