Vertin Alvarez Vargas is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a co-owner of a family rental property business. 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, pension plans, corporations, and charitable organizations.

Gary Leaverton is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and First Republic Investment Management. He is a board member of St. Andrew Nativity School in Portland, Oregon, where he participates in governance and fundraising activities. 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 team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Alan Richey is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fisher Investments for nine years and has been with Edward Jones since 2013, including a recent return in 2026. Outside of his advisory work, he is also a driver for a private for-hire service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Mason Arnold is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including at George Fox University and in the food service industry. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Jared Schafer is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Raymond James in 2022, he worked at BMW Portland and Mini of Portland in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by in-house research and a broad range of portfolio management options.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Gregory Neff is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that delivers model-based investment strategies supported by third-party asset managers and custodial services.

Kenneth Miller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following seven years at UBS Financial Services. He is based in Portland, OR. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Gary Buczkowski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of his advisory role, he owns Cascade Wealth Advisors, LLC, serves on the Finance Council board of directors, and contributes pro bono financial planning through the Foundation For Financial Planning. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Regan is a financial advisor with Wells Fargo Clearing in Portland, OR. He holds Series 63 and Series 65 credentials and has 10 years of industry experience, all with Wells Fargo-related entities. Outside of his advisory work, he serves as a high school basketball referee with the Portland Basketball Officials Association. Wells Fargo Advisors provides 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 supported by research and analytics from Wells Fargo Investment Institute.

Jessica Monsrud is a financial advisor at Fisher Investments with 10 years at the firm and 5 years of industry experience. She holds a Series 65 designation. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios across various asset classes.

Neil Zellick is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo-affiliated entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stuart Munro is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Anshu Thakur is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including VOYA Financial Advisors and Weststar Financial Group, where he is a managing partner. Thakur is also involved in other business activities, including ownership of a holding company, ACT 5 LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program structures and investment options.

Ashley Hartley is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America and Portland Community College. Hartley serves as a board member and director of coaches for South Beaverton Youth Cheer. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Stacy Smith is a Series 65-registered financial advisor with Fisher Investments, located in Camas, WA. She has 14 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and risk management techniques.

Catherine Henry is a CFP® certified financial advisor with over 10 years of industry experience. She has been with UBS Financial Services since 2011, including her current tenure beginning in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management strategies.

Sean Brady is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 14 years before joining Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools to offer diversified model portfolios, discretionary management, and non-discretionary online advice.

Stuart Morrice is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Columbia Threadneedle Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.