Danielle Moulton is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, having 7 years of industry experience. She has been with Fisher Investments since 2013. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers a variety of services including sub-advisory and retirement plan services, and manages both separate accounts and pooled investment vehicles.

Richard Grimshaw is a financial advisor at Morgan Stanley in Portland, Oregon, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Grimshaw serves on the Investment Committee of the Episcopal Diocese of Oregon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad array of retail and institutional offerings.

Andrew Stearns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank, the United States Postal Service, and ownership of Relish Gastropub, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm is notable for including insurance-related investment options and bank deposit sweep programs in its offerings.

Joshua Hollandsworth is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was not employed in the financial sector for one year. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Javier Lizarraga is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Lizarraga holds Series 63 and Series 65 licenses and serves as a board member and treasurer for St. Mary’s Home for Boys, a charity in Beaverton, OR. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and risk modeling techniques.

Tami Olsen is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Olsen also has a longstanding association with Bank of America, dating back to 2003. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evgenia Kazakov is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. She has served at Wells Fargo in various capacities since 2002. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with over 14,000 advisors and $671 billion in assets under management. The firm provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

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.

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.