David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Nicole Batchelor is a financial advisor at Equitable Advisors based in Portland, OR. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Heal Here Now, Washington State University, and Kohl's. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Yuang Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Boston. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, tax minimization, and serving women and wealth clients. Xia holds a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Bilingual in English, Mandarin, and Yue (Cantonese), she combines access to Merrill’s investment insights with the banking and lending solutions of Bank of America. Outside of her professional work, Xia volunteers with community organizations and enjoys boating, cooking, hiking, traveling, and yoga.

Travis Pratt is a financial advisor with Ameriprise in Durham, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business focused on payroll and business expense management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sara Richardson is a financial advisor with UBS Financial Services in Lake Oswego, OR. She holds a Series 66 designation and has 23 years of industry experience. Prior to joining UBS in 2006, she worked at U.S. Bancorp Piper Jaffray Inc. since 2001. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Roman Hurt is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he held various roles at Washman Car Wash. Outside of finance, he is involved as a team member at Washman Car Wash, operating machinery and handling cashier duties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Elisa Landers is a financial advisor with Merrill in Portland, OR, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at U.S. Bank for 17 years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bryan Betita is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Jonathan Laws is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and JGP Wealth Management. He is also an employee of JPMorgan Bank, where he can offer deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Porter is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2018, she worked at Sii from 2013 to 2018. Outside of OSAIC, Porter is a partner at BPG Wealth Management and provides consulting services for the Business Planning Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Jonathan Oliva is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He is based in Lake Oswego, Oregon. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Ralph Luchterhand is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he acts in a fiduciary capacity for a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies supported by in-house and third-party research.

Kristin Petersen is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Emerson House and teaching roles at Portland State University and Clackamas Community College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted advice, primarily for clients with assets managed within Ameriprise accounts.

Austin Rosterolla is a financial advisor with Merrill in Lake Oswego, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as roles outside finance including positions at Red Robin Gourmet Burgers, Amazon, Fred Meyer, and Stagecoach Pizza. Outside of his advisory work, Rosterolla serves with the Benton County Marine Patrol, where he performs safety inspections and search and rescue duties on local waterways. Merrill, along 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 supported by internal CIO teams and third-party managers, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.

Joe Bartlett is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by various model portfolios and research.

Jonathan Owens is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years with Signator Investors, Inc. Owens is also a business owner and partner at BPG Wealth Management, an independent financial planning practice. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that include a broad range of investment products.