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.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked for 18 years at KMS Financial Services, Inc. Outside of his advisory role, he manages Meyer Wealth Management NW, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

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.

Shannon Paulsen is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Paulsen & Belding LLC and Waddell & Reed, Inc. from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Cory Mcdaniel is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as president of Co-Dad Incorporated and performs notary services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Mary Wood is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2014. Outside of her advisory work, she is a business partner at Ranch PDX, a restaurant where she consults on business decisions and assists with marketing. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and manages portfolios with tax-aware strategies and risk management techniques.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, WA, holding the Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (including its predecessor, LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of his advisory role, he operates a DBA called Laurus Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Joshua Bishop is a financial advisor with Edward Jones in Portland, OR, holding the ChFC® designation and Series 63 registration. He has 25 years of industry experience, having been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide range of advisory programs with a national network of financial advisors and branch offices.

Robert Shoji is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and leads Shoji Financial Group LLC, which he founded in 2016. Outside of advising, he is a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets.

Peter Hayes is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2009. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory management and retirement plan solutions.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.