Matthew Hershkowitz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies tailored to their unique goals and priorities. Matthew works closely with individuals and families to address objectives such as funding education, planning for retirement, and managing potential health care costs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from Whitman College. His approach involves simplifying the complexities of investing to facilitate transparent and effective wealth planning conversations with his clients.

David Miles is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at iQ Credit Union and CUSO Financial Services, LP. Outside of advising, he has experience running a small business, The Noodle Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 LPL Research and third-party subadvisors.

Larry Knisley is a financial advisor at OSAIC with the ChFC® designation and over 55 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. He is the owner of Pacific Cascades Financial Group, where he sells life, health, and long-term care insurance and manages agents. Knisley also serves as Treasurer and board member of Reclaiming Hope Ranch, a nonprofit horse ranch supporting children with foster care and adoption backgrounds. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party management solutions to construct diversified portfolios tailored to client risk profiles.

Richard Curry Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves in advisory roles for various registered investment companies.

Daniel Hayes is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to provide clarity and direction on their financial journeys, aiming to empower them to pursue their goals. He leverages Fidelity's extensive resources and partnerships to offer education, investment guidance, and build long-lasting relationships. Daniel's professional experience includes previous roles at Fidelity Investments as a Financial Consultant from 2022 to 2024. Prior to that, he served as a Wealth Advisor at M25 Advisors from 2021 to 2022, and held positions at Thrivent Financial as Regional Development Director from 2018 to 2021 and Financial Representative from 2015 to 2018. He holds a California Insurance License.

Trevor Becker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2025. Outside of advising, he is involved with Noble Investments, a non-investment-related business in Portland, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofits. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and specialized municipal and public finance services.

Michael Gustafson is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base that includes institutional and private investors 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, tax-aware strategies, and risk management techniques.

Alfonso Santos Amaya IV is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and USBank. 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, and charitable organizations.

Benjamin Dominge is a financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a personal real estate business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Feng Taylor is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Taylor held positions at Bank of America, Merrill, Ameriprise, Oppenheimer & Co. Inc., Conover Insurance, and Highland Capital Brokerage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and divorce planning, supported by proprietary research and planning tools.

Devlin Carothers is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Carothers is a co-owner of FWMG LLC, where he manages an Ameriprise-related business serving clients. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America N.A., Merrill, and China Citic Bank International Limited. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Fenton is a financial advisor with LPL Financial based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with Securities America Advisors and SII Investments, Inc. He is also the owner of Eric P. Fenton, Inc., a non-investment related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Courtney Foley is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience, including three years prior to joining Fisher at The Columbian. She is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Kyle Harris is a financial advisor at LPL Financial in Portland, OR, with two years of industry experience. He holds a Series 66 designation and has worked in both advisory and non-advisory roles, including employment as a barista at Black Rock Coffee Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services with access to model portfolios, research, and a variety of investment strategies.

Thomas De Marco is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones. Outside of his advisory role, he manages DeMarco Financial Group, focused on investment management. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs fact-finding and analytical tools to guide clients and supports a range of advisory programs and institutional consulting services.

Jakob Von Diaz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that pursue their financial goals across short-, mid-, and long-term horizons. He provides resources and guidance on a range of services, including investing, retirement planning, and managing unexpected financial needs. He also facilitates access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Jakob's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from ST Joseph School and an Associate's Degree from Clark College. Jakob speaks English and Tagalog (Filipino). Outside of his professional work, his personal interests include basketball, running, and traveling.

Anthony Bardi is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Bardi is also president of Tax and Financial Solutions, where he prepares tax returns and assists with business management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and assets exceeding $256 billion.