Sean Ritter is a Series 65-licensed financial advisor with Fisher Investments in Portland, OR, with 14 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Douglas Kuhse is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various positions including roles in the hospitality industry. He is also employed by CANI LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Erik Burros is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a head linesman for the Portland Football Officials Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans with services including investment policy preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services and a broader set of financial products than typical institutional advisers.

Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sara Blanchard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell & Reed and various independent practices. Outside of advising, she also serves as an administrative associate supporting office operations for Bridgetown Wealth Management, an LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

Jonathan Lawry is a CFP® with 22 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Lawry is also co-founder and financial advisor at Lawry De Freitas Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios across multiple asset classes, operating both discretionary and non-discretionary accounts.

Stephanie Hammond is a financial advisor at LPL Financial based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management strategies.

Katelyn Galante is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she operates KDG Enterprises, LLC, a consulting business through which she manages independent contract work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Cervetto is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held various positions including roles at Randstad USA, LLC and Shift Operations LLC. He is a member of the Woodstock Community Business Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Emily Story is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Investment Management, D.A. Davidson & Co., and Stifel. Prior to her financial career, she was employed by Nike Inc. and worked at Rex Putnam High School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Ying Cheng is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Cheng has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of advisory work, Cheng co-owns Forward Realty, LLC, a real estate investment business based in Damascus, OR. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Hailey Percival is a CFP®-designated financial advisor with Edward Jones in Portland, OR, and has seven years of industry experience. She has been with Edward Jones since 2018, following seven years at Tektronix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gabriella Richard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 21 years of industry experience. She previously worked at Blue Water Wealth and Cambridge Investment Research, Inc. Outside of her advisory role, she has an interest in agriculture through a minority stake in Porkland Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Ronald Entenman is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has been affiliated with Cetera since 2013 and also operates Boyce Financial Group, a financial services business. In addition to advisory work, he sells fixed insurance products including life, disability, long-term care, and annuities. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Ryan Swift is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2012. He has 12 years of industry experience. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and portfolio management systems to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Kelly Garrett is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. Garrett has been with Wells Fargo since 2022 and also works as a server at Rodeo Steakhouse and Grill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of financial advisors and extensive assets under management.

Andrew Eckley is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2014. He has 25 years of industry experience. Eckley is also the president of Andrew Eckley, P.C., a support company, and is a partner in a commercial real estate venture that houses his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Erin Sanchez is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to her current role, she has also been affiliated with Bank of America, N.A. since 2018. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Love is a financial advisor with Charles Schwab in Vancouver, WA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he held positions at Office Depot and Albertsons, and worked at Boise State University for eight years. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing infrastructure.

Ryan Johnson is a financial advisor with LPL Financial in Portland, OR, holding a Series 65 credential and two years of industry experience. He has been with LPL Financial since 2023 and has operated AcCount Above since 2015. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.