Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Justin Royster is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs centralized investment decision-making with a focus on quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley and its related entities since 2007. Outside of his advisory work, he serves as a director for Crossroads Community Church, a charitable organization in Vancouver. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market modeling but does not provide individual security recommendations as part of standalone plans.

Joseph Williams is a financial advisor with LPL Financial based in Camas, WA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Charles Schwab. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Turner is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, he was associated with Richard Williams and Waddell & Reed, Inc. He is also involved with Calibrate Wealth Advisors, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and various management options.

Emily Dean is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. She was previously with the Professional Educational Services Group for one year before joining Fisher Investments in 2017. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and serves a significant non-U.S. client base through sub-advisory and separate account management.

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.

Cameron Sommer is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and held a position at Portland State University. He is also involved with Illuminate Financial Group, LLC as a financial professional. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers advice through a network of representatives and relies on a variety of third-party advisory programs and discretionary management solutions.

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.

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.

David Levine is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Emerson Equity LLC, Mc2 Ventures, and Versity Investments, among others. He is a partner in MC2 Ventures, a marketing business operated by his spouse, with no active duties. Fidelity’s Strategic Advisers LLC, where Levine is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a universe of mutual funds, ETFs, and ETPs.

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.

Garrett Daves is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cash App Investing, Square, Peoples Bank, and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a registered commodity pool operator, advisor to multiple registered investment companies, and for its use of AI and algorithmic methods in portfolio management.

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.

Grahm Porozni is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is a managing partner of Illuminate Financial Group LLC and serves as a subcommittee member for the Oregon Association of Collaborative Professionals. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and delivering fiduciary services to qualified plans.

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.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.