Yen Phuong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Key Investment Services and Key Bank. Outside of her advisory role, she is co-owner of Phuong Consulting, a small business involving rental property and minor automotive services managed primarily by her husband. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicole Beck is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2014. Outside of her advisory role, she serves as a budget committee member for the City of Canby, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Wilmot is a CFP®-designated financial advisor with LPL Financial in Clackamas, Oregon, bringing 41 years of industry experience. He has been associated with Seasons Financial Group and LPL Financial since 2002. Outside of advising, Wilmot serves as a tour host and is a board member of Western Seminary, a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Rian Patrick is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience at Guild Mortgage, Homebridge Financial, and HomeStreet Bank. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Southard is a financial advisor with Fisher Investments, holding a Series 65 designation and 12 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he serves on the board of Community and Career Solutions Inc., an organization that assists disabled individuals in finding employment. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

Steven Savage is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2014. He is the owner and president of Savage Investment Strategies and serves on the advisory board and finance committee of The Historic Trust, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrew Pollack is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory work, he serves on the Board of Directors and as President Ex-Officio of the Central East Portland Rotary Club and is a general board member of the Ducks Unlimited Portland Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary research tools, with distinctive enrollment criteria requiring a minimum level of investable assets and inclusion of Ameriprise managed assets.

Conor Stanton is a CFP® and holds a Series 65 license, working with Fisher Investments in Vancouver, WA. He has eight years of industry experience and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit‑sharing plans, foundations, investment companies, and high‑net‑worth individuals. The firm provides discretionary portfolio management across multiple asset classes, employing a centralized investment approach that combines quantitative and qualitative analysis to construct globally diversified portfolios.

Hope Alabi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Raymond James in 2025, Alabi worked at M Financial Securities Marketing, Inc. and M Holdings Securities, Inc. for nearly two decades. Alabi also works as an independent contractor for Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Gasperini is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including positions at HR Block and Oregon State University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Elma Gazibara Mujcic is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors and Wells Fargo Bank. 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 broader investment menu that includes insurance-related products and bank deposit sweep options.

Mari Howell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, Oregon, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having previously worked 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Antonel Urdes is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at UBS Financial Services for 10 years. Urdes serves as President Elect and board member of Congregation Beth Israel and is a member of the Parent Finance Committee at the French International School of Oregon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Mark Lewis is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining LPL Financial, Thomas was involved in the brewing industry as the owner of Yakima Craft Brewing Co DBA Hop Capital Brewing Co for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Toshie Miura is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Equitable Advisors, Prudential, and Principal Financial Services. Outside of financial advising, she owns a business providing self-development seminars, coaching, consulting, and publishes related books, as well as offering translation and interpretation services between English and Japanese. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various model portfolios, third-party managers, and customizable investment strategies.

Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Based in Vancouver, WA, he has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.