Amber Colgrove is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Truluma and Duncan & Haley, Ltd. She serves as President of the Andrews Court Homeowners Association board of directors. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that employs research and modeling to provide tailored, non-discretionary recommendations.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Hang Nguyen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2015. Outside of his advisory role, he manages social media for Bloom Church in Portland, Oregon. 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.

Ara Serjoie is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has had roles at Haverford College, Guilford College, and Creighton University. He also serves on the Board of Directors for the Portland Farmers' Market in Portland, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Courtney Obrist is a financial advisor with J.P. Morgan Securities in Portland, OR, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, Obrist held roles at Edward Jones and Guild Mortgage Company, and has been involved in restaurant management through several business ventures. Effective December 2025, Obrist will also be an employee of JPMorgan Bank, enabling the offering of certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Skyler Hutchinson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was involved with Island Cafe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Oldham is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Oldham briefly operated PDX Wealth Management, focusing on non-variable insurance sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide range of advisory programs and institutional consulting services.

Jennifer Dole is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2022 and previously held positions with DoorDash and Grubhub. 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 with a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kurt Gilge is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, he owns a numismatics business specializing in buying, selling, and appraising coins. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Page is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Fred Meyer as a grocery clerk. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

Marc Abell is a financial advisor at Fisher Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2001. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with quantitative and qualitative analysis to manage globally diversified portfolios and uses a variety of risk management techniques.

Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017. With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom. Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.

Cole Mills is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, All Hands Raised, and Bridgetown Wealth Management. He has also been involved with community organizations such as the Rotary Club of Portland and the Disjecta Contemporary Art Center of Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Georgette Blomquist is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 19 years. Outside of her advisory role, she coaches racquetball for a girls’ high school team. OSAIC serves a diverse client base including individual and institutional investors by providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of investment products and supports both discretionary and non-discretionary account management.

Jeri Richard is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2014 and concurrently works at Portland Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research.

Robert Munly IV is a CFP® with 27 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederic Luyties IV is a CFA® charterholder with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2009. He is based in Portland, OR. In addition to his advisory role, he serves as a personal representative for his mother in matters related to investments. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Karl Fiebiger is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMC BANK NA (Northwest). Before his financial services career, he spent 13 years at Johnny Rockets Group, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Delsin Ho is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Fisher Investments and Personal Capital Advisors Corporation. Outside of financial advisory, he receives songwriting royalties from Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.