Waiyee Wong is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Confluence Wealth Management LLC. Wong serves as Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a nonprofit overseeing the organization's endowment investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Ali Kavianian is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Churchill Management Group since 2015. Outside of advisory work, Kavianian is involved in several business ventures including owning and managing residential rental properties, participating as a non-managing partner in a property acquisition and leasing business, and owning a vehicle rental and sales company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, offering a range of specialized products and services.

Hans Manseth is a CFP® with 24 years of industry experience, currently working at Equity Services, Inc. in Portland, OR since 2002. He is involved in multiple business activities including ownership and management of investment-related entities and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes a range of advisory platforms, often incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Fiona Cosmann is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Valic Financial Advisors since 2016 and also holds a position as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to support its operations.

Jay Recchia is an Investment Adviser Representative at Voya Financial Advisors, Inc. with 14 years of industry experience. He has been with Voya since 2016 and is also affiliated with the Lewis Stefani Group. In addition to his advisory work, Recchia operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients with financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated investment strategies, and third-party managers, delivering most advice on a primarily non-discretionary basis.

Nathan Engstrom is a CFP® professional with over 31 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2006 and currently operates under Legacy Wealth Partners, Inc. Engstrom also holds a notary public commission. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services tailored to specific client and plan sponsor objectives.

Spencer Bateman is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. in Portland, OR. His career includes roles at National Life Group, Fidelity Brokerage Services LLC, and Bateman Larkin CPA. Bateman is also involved as an insurance agent outside of his advisor role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Scott Smith is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2016 and at Principal Life Insurance Company since 2014. He is also involved in outside insurance sales related to life, annuities, long-term care, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisor and promoter arrangements.

Amber Wickersham Yee is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position at US Bancorp Investments, Inc. from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of finance, he has been involved with Summit View Church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lonn Ensing is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 14 years. Outside of his advisory role, he manages rental properties. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Matthew Harris is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kathy Phillips is a financial advisor with LPL Financial in Aloha, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she is involved in an art-related business called Kathy Phillips Art. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technological tools to support both discretionary and non-discretionary management.

Abdiwahab Daud is a financial advisor with Raymond James Financial in Portland, Oregon. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Brokerage Services and various other firms. Daud is also involved with OnPoint Community Credit Union as a bank associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Michael Morgan is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Valic Financial Advisors and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Scott Dolphin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC in 2024 and was employed at Safeway in customer service from 2016 to 2024. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad range of funds and ETFs.

Robert Mc Call Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside his advisory role, he serves as President of the Board of Directors at Tualatin Country Club. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mansur Sadeghi is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company, KeyCorp, and several real estate and leisure firms. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that integrates LPL-sponsored programs and endorsed TAMPs.