Edward Ferguson is a CFP®-certified financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2006. He has 24 years of industry experience and holds a Series 66 license. Outside of his advisory role, Ferguson is an active musician and serves on the boards of Ferguson Murphy Charities, which provides bikes for low-income children, and Catholic Charities, where he advises on investment accounts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Nicholas White is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Hillsboro, OR. He has been with Edward Jones since 2017 and has prior experience at Graceland University. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Steven Barbas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, NA beginning in 2014. Outside of his advisory role, he is a landlord of a rental property in Beaverton, Oregon. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Austin Larson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. His prior work experience includes roles at ADP, Aloft Hotels, the Dusk Music Festival, and the University of Arizona. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Dean Mijalic is a financial advisor with Fidelity, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has been affiliated with various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kaitlyn Winn is a CFP®-designated financial advisor with J.P. Morgan Securities in Portland, OR, and has nine years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Jonathan Newport is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera since 2025 and previously spent six years at Avantax Investment Services and six years at 1st Global Capital Corp. Newport is also a partner and shareholder at Jones & Roth, P.C., where he provides CPA and business advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Brett Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, OR, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015 and also serves as a life insurance agent, providing ongoing service to clients with existing contracts and potential new sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a non-discretionary, goal-oriented approach and supports its advisors with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alberto Vitela is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Drew Pinson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Robertson, Terrill, Gypmantasiri & Associates team. The team is responsible for managing more than $1.5 billion in client balances as of January 1st, 2022, and operates with distinct areas of focus to provide specialized financial expertise across multiple disciplines. Drew primarily serves business owners, successful professionals, and multi-generational families on the West Coast. With a background as a Portfolio Manager and Investment Strategist, Drew helps clients develop and execute sound financial strategies aimed at enabling confident financial decisions and accomplishing life goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Drew holds a bachelor's degree from the University of Oregon. He has been involved in various professional and community organizations, including serving as a former board member of D10 Decathlon, a former advisor to Inner City Advisors (ICA), former Investment Committee Chair for Multnomah Athletic Club, and a current board member of the Sam Day Foundation. His community involvement also includes work with Inner City Advisors, Lucile Packard Children's Hospital, and the Sam Day Foundation. Drew's personal interests include basketball, golf, running, skiing, tennis, and spending time with his family.

Goldie West is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Goldie spent ten years at Tornado Technologies LLC. Outside of advisory work, Goldie manages a rental property in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment options. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient strategies, and additional capabilities such as a trust company and securities-based lending.

Grant Moriarty is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 11 years of industry experience, all with Fisher Investments, spanning roles since 2006. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Pia Meyer is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and ten years of industry experience. She has been with Merrill since 2011, totaling 15 years in the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Meagan Young is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following a decade at Building Advice, Inc. Outside of her advisory role, she serves as HOA President for a community in Camas, WA. Fisher Investments provides discretionary portfolio management to a diverse global client base that includes institutional investors and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies and risk management techniques across equity, fixed income, and blended mandates.

Kimberley Lanphar is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in academic roles at Portland State University and Clark College. 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 options supported by a large nationwide network of advisors and branch offices.

Viktoria Shikova is a Series 65-licensed financial advisor at Fisher Investments with five years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Jennifer Liu is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Samuel Knapp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Oregon State University. 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 and analytics.

Eric Lochner is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2025. He has also worked at Financial Advocates Investment Management, Cable Hill Partners, LLC, and McDonald Franceschi, LLC. Lochner operates Lochner Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Jonathan Boutwell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to this, he was involved with Morones Analytics LLC and Sseko Designs. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Laurelhurst PTA. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.