Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jill Kusmirek is a financial advisor based in Vancouver, WA, affiliated with Cetera. She holds Series 63 and Series 65 licenses and brings 25 years of industry experience. Her prior engagements include roles at Boyce Financial Group and Cetera Wealth Services, LLC. She also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Garon Nemyre is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Susan Konstantaras is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 2007. She has eight years of industry experience and is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm also offers sub-advisory and retirement plan services, managing separate accounts alongside pooled investment vehicles and collective funds.

Greg Weston is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as a commodity pool operator while advising multiple registered investment companies.

Garrett Williams is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, U.S. Bancorp Investments, and JP Morgan Securities. Outside of finance, he operates a wedding and special events DJ business and has served on the board of the Journey Theater Arts Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using both affiliated and third-party managers, supporting various program structures and custodial relationships.

Marie Selby is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan and First Republic entities since 2015. 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 select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Adrian Neal is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Colleen Lenard, Waddell & Reed, and various insurance carriers. Outside of his advisory work, Adrian coaches with Runner2Runner. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad range of financial planning, advisory programs, and retirement plan consulting. The firm offers discretionary and non-discretionary management using model portfolios, research, and technology-driven strategies.

Jeffery Bratt is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery and firm-approved tools, integrating proprietary market outlooks and scenario modeling while generally acting in an advisory capacity rather than providing individual security recommendations.

Alan Lyons is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

David Brown is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for nine years. Outside of his advisory role, he owns a photography business specializing in action sports and portraits and oversees operations at Vista NW WM, 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting clients through various advisory programs and institutional consulting.

Gregory Soergel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Corporate Retirement Benefit Services. He focuses on helping business owners and their employees maximize the value of their company’s 401(k) retirement plans through education and tailored support. Gregory provides 401(k) education and support to corporate retirement clients, utilizing his expertise to simplify complex financial issues into clear, workable strategies. Gregory began his career in the investment industry in 1999 and joined Merrill Lynch Wealth Management in 2010. He holds multiple professional designations, including Chartered Retirement Plans Specialist (CRPS™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Maryland in 1993. Born in California and raised in the Washington D.C. area, Gregory has lived in the Pacific Northwest since 1997. Outside of his professional work, he enjoys spending time with his two young sons and engaging in activities such as basketball, biking, golfing, and hiking.

Marc Duquella is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including 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 integrates quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

Michael Allen is a financial advisor at Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses with 10 years of industry experience. Prior to joining Wells Fargo, he worked at Lincoln Financial Advisors and its affiliated firms. Outside of his advisory role, he owns NWIFL LLC, a business that provides process improvement, CRM software, automation services, and SEO-related work including web article writing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Qian Huang is a financial advisor at Merrill with eight years of industry experience. Huang holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. 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, and institutions.

Damon Dishman is a financial advisor at Wells Fargo Clearing with over 25 years at the firm and holds a Series 66 designation. He is the owner of A&E LLC and provides strategic insights to The Best Health and Personal Care Store LLC, which offers e-commerce solutions for health and personal care product companies. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kayla Davenport is a financial advisor at Fisher Investments with six years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Jacqueline Kotan is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Bank and Wells Fargo Clearing since 2016 and 2021, respectively. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Bevans is a financial advisor with Wells Fargo Clearing based in Vancouver, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of finance, he owns and manages two non-investment businesses: an import/retail company and a mall kiosk operation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory, financial planning, and retirement consulting services, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Thomas Bradley is a Series 65–licensed financial advisor at Fisher Investments in Portland, OR, with 12 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and defensive strategies to manage risk and positioning.