Tammi Ortega is a CFP® professional with 11 years of industry experience, currently with LPL Financial since 2023. She has previously worked at Royal Alliance Associates, INC. and CGC Financial Services, LLC from 2015 to 2023, and at Etesian Wealth Advisors, Inc. from 2014 to 2015. She is also a registered notary. 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 and model portfolio programs, supported by investment adviser representatives who utilize both proprietary and third-party strategies.

Christopher Collier is Vice President, Executive Planning Consultant at Fidelity Investments, where he has worked since 2011. In his current role, he collaborates with executives to assess financial planning considerations and develop strategies tailored to their individual circumstances. His work commonly involves discussions on workplace benefits, investment portfolio reviews, cash flow analysis, tax planning, and estate planning considerations. He has over 22 years of experience in the financial services industry, including positions such as Vice President, Wealth Planner at Fidelity Investments, Private Client Advisor at J.P. Morgan Chase Bank, and Regional Marketing Director at AIG. Christopher holds a California Insurance License. Outside of his professional responsibilities, Christopher has interests that include comedy, food, football, golf, parenthood, and traveling.

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.

Jared Tjaden is a financial advisor with LPL Financial in Sandy, Oregon, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with EUC Inc., a business entity reported for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Munly IV is a CFP®-designated financial advisor with 28 years of industry experience. He is currently affiliated with Wells Fargo Clearing, where he has worked since 2016. His prior experience includes roles at Wells Fargo Investments, Chase Investment Services, and Wamu Investments. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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 licenses and having 21 years of industry experience. His prior work includes roles at Wells Fargo Investments, Chase Investment Services, and Wamu Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options and support client objectives.

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 licenses with eight years of industry experience. He previously worked at Fisher Investments and Personal Capital Advisors Corporation. Outside of his advisory role, he receives songwriting royalties through Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Eric Schwartz is a financial advisor with Merrill in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018. Prior to his financial services career, he was employed at Ningbo Dahongying University from 2012 to 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management encompasses multiple strategy types and manager-constructed portfolios, with oversight from its CIO and emphasis on tax-efficient services, supported by deep integration with Bank of America affiliates.

Spencer Schmid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Point West Credit Union, and Wells Fargo. 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.

John Horvath is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he serves as president of the Frank and Donna Patton Foundation. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, offering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis to support clients approaching or in retirement.

Jason Liebl is a financial advisor with Merrill in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments. He serves as a trustee for a family mineral trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, with seven years of industry experience. He holds the Series 66 designation and previously served as a pastor at St Matthew Lutheran Church, providing services, counseling, and leadership to the board. 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 programs and investment solutions through a nationwide network of advisors and branch offices.

Lauren Riley is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. She has been with Fisher Investments since 2019. Prior to her advisory career, she worked in education and with the Spanish Ministry of Education. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Chelsea Dwyer is a Financial Advisor at Merrill Lynch Wealth Management. She takes a client-centered approach to wealth management, beginning with understanding each individual’s life priorities, family, and financial situation. Chelsea’s goal is to collaborate with clients to create personalized plans tailored to their goals and aspirations. With a background in both finance and psychology, Chelsea focuses on learning about each client’s motivations and definitions of financial success, whether that means traveling the world or leaving a legacy. She is particularly dedicated to supporting women investors by addressing their unique financial challenges and empowering them through education. Chelsea holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Western Washington University. Outside of her professional work, Chelsea enjoys baseball, cooking, traveling, yoga, and spending time with her husband and dog.

Stephanie Palomino is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She previously worked at M Holdings Securities, Inc., Merrill, Bank of America, N.A., the US Securities & Exchange Commission, the US Bankruptcy Court, and TTE Law Group LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Allen Paul Agol is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, Provident Credit Union, PEPSICO, and Abu Dhabi Commercial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored recommendations through a centralized consulting team.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brenden Sornson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work history includes roles at Aerotek Staffing, Alliance Insurance Group, and Tilly's Clothing Store. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.