Kristopher Sleeman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Waddell & Reed, Inc. for approximately 11 years. Outside of his advisory role, he is listed as an agent for his wife's business, Element Design & Strategy, though he does not have operational responsibilities there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs including municipal and public-finance advisory services.

Jeffrey Inglis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial plans that align with each client's unique ambitions and priorities. His approach centers on connecting clients to the appropriate people, plans, and processes to pursue their personal goals. Jeffrey helps clients with various financial objectives, including planning and funding education, retirement lifestyle planning, managing potential health care costs, and developing long-term family strategies. He emphasizes simplicity and transparency in the investing process to make wealth planning approachable and effective. He holds a Bachelor's Degree from the University of Oregon and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jeffrey enjoys adventure sports, baseball, basketball, football, golfing, music, scuba diving, spending time with his family, traveling, and woodworking.

David Welch is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. Welch serves on the Board of Directors of the Battle Ground Rotary Club. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies.

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

John Nelson is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2003 and also works with The Commerce Company as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Roxanne Waterman is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 designations and has a lengthy career including roles at Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, an organization focused on humanitarian efforts supporting women and girls. OSAIC serves a diverse clientele ranging from individual investors to institutions, offering a wide array of brokerage, advisory, and managed account services. The firm employs asset-allocation tools and risk-tolerance analysis in constructing portfolios that may include various investment vehicles and supports both discretionary and non-discretionary management options.

Michael Carrano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2010. He initially entered the financial advisory industry in 2003 and founded Carrano & Associates at Merrill to emphasize a consultative approach and a focus on client relationships. Originally from Wisconsin, he has been based in Portland since 2005. Michael holds several professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Accredited Asset Management Specialist (AAMS). He also holds a Bachelor's Degree from the University of Wisconsin La Crosse. In his role, he seeks to connect all aspects of clients' financial lives to help prioritize and pursue their goals. Outside of his professional work, Michael is involved in community volunteer activities and enjoys recreational pursuits such as fishing, hiking, golfing, gardening, and playing bocce with family and friends in the Pacific Northwest.

Tiffany Helleson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets Inc. since 2007 before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and market outlook models.

David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Monica Spady is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She worked for UBS Global Asset Management for 20 years prior to joining UBS Financial Services in 2022. Outside of her advisory role, she serves on the boards of the Oregon Historical Society and Women in Wine, acting as treasurer for the latter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Benjamin Piff is a financial advisor with Charles Schwab in Portland, OR, holding CFP®, Series 65, and Series 66 credentials and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, Edward Jones, and a four-year period at Clive Coffee. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Robert Monaco is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer Inc. and ADP LLC. Outside of his primary role, he is also a sales representative for ADP Strategic Plan Services, LLC, providing investment management and advisory services to plan sponsors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management backed by proprietary research and capital market insights.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan O'quinn is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Fred Meyer for sixteen years in produce inventory management, quality control, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branches.

Ian Hubbard is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, INC. He is also a vice president and passive owner of Finity Group, LLC, where he is involved as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Terry Morrison is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.