David Lachowski is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2011 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Brittany Dohrwardt is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2018 and previously worked at Bonaventure Senior Living, Comcast, and Holiday Retirement. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a wide range of capital markets services.

Bryce Williams is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Uber and the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing both affiliated and third-party managers across various program structures.

Gabriel Corazza is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Portland Benefits Group for seven years. Corazza also serves as a financial professional at Sentinel Advisors LLC, a financial services holding company, and is an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated model portfolios.

Jennifer Humphreys is a Series 66-licensed financial advisor with Edward Jones in Beaverton, OR, and has three years of industry experience. Prior to joining Edward Jones, she worked in the food and beverage industry and was an independent consultant for Rodan + Fields, a skincare company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Seth Krussman is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. He previously worked at SagePoint Financial, Inc. for eight years and has been self-employed since 2013. Outside of his advisory role, he serves as president of Swift Creek Dock LLC, a nonprofit entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services with access to multiple investment platforms, including third-party money managers and unified managed accounts.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.

Cara Partch is a financial advisor at Ameriprise with eight years of industry experience. She holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Ameriprise in 2019, her experience includes roles at Bank of America, Merrill, and Wells Fargo. She serves on the board of directors for the Tualatin Hills Park Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Rick Fuller is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Mark Simpson is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has served with the U.S. Army Department of Defense since 1992. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kortney Jolley is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Matthew Dodge is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo and spent several years at the University of Oregon and Apollo Pool and Spas. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Donald Shick is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, Shick serves as a trustee and volunteer at the OHSU Knight Cancer Institute. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex non-traditional approaches.

Dominic Chimienti is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Equitable and Metis Wealth Advisors LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Murphy is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Sagepoint Financial, LPL Financial, and Umpqua Investments. He also operates a sole proprietorship as a registered representative with Pearson Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services through a large network of advisers and utilizes firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Erica Heider is a financial advisor at Edward Jones with over 23 years of experience at the firm. She holds a Series 66 designation and is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of advisors and branch offices across the United States.

Laura Thompson Ball is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Outside of her advisory role, she serves as a successor trustee involved in estate administration in Bend, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Steven Kunkle is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Bryan Vandergriff is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving clients at UBS Financial Services since 2008. In addition to his advisory role, he is a partner at Next Level Martial Arts and Fitness, where he oversees cash flow and leads marketing efforts. He is also a successor trustee of the W.B. Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.