Lee Han is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Tesla and Stantec. His credentials include the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Diego Fratus is a financial advisor with Wells Fargo Clearing in Corvallis, OR. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2023. His prior experience includes roles in education and retail. Wells Fargo Clearing provides retirement plan consulting for 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Alice Hayhurst is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a wide range of clients and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jonathan Thomson is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior experience includes roles at First Pacific Financial, U.S. Bancorp Investments, and Ameriprise Financial Services Inc. Outside of finance, he performs as a cellist with the Vancouver Symphony and other freelance groups and teaches cello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Travis Nakao is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with the Wells Fargo organization since 2018, including his current role since 2025. Prior to joining Wells Fargo, his work experience includes positions at MSC Industrial Supply Company and Walgreens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Eckhardt is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at Edward Jones in Vancouver, WA, having joined the firm in 2025 following a 13-year tenure at Bank of America (Merrill Lynch). 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 under management through a network of roughly 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Odelia Pustovit is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025 respectively. Prior to her financial services career, she worked at Alpina Auto Body and Clackamas High School. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brent Abney is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the nonprofit A Solid Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicole Lolich is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Ameriprise since 2011, including its subsidiary Ameriprise Financial Services, Inc. There are no additional notable outside activities reported. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, algorithm-assisted retirement income advice through a centralized consulting team.

Jair Ramirez is a financial advisor with Wells Fargo Clearing in Tigard, Oregon. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Ramirez has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Lawyer is a financial advisor at Stifel in Portland, OR, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at D.A. Davidson & Co. for 14 years before joining Stifel in 2024. Outside of his advisory role, he serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising and managing the endowment fund. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Evan Parry is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Philip Trabucco is a financial advisor at Edward Jones in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Lynne Page is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones since 2003. Outside of her advisory work, she facilitates small groups focused on parenting, restoration, and financial management at East Hill Foursquare Church and serves as a budget coach using Crown Financial Ministries materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors.

Denise Schuh is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. She has worked at Charles Schwab in various roles since 2014, including time at Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware, and previously at Morgan Stanley from 2018 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custodial and brokerage services.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.