Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kyle Harris is a financial advisor at LPL Financial in Portland, OR, with two years of industry experience. He holds a Series 66 designation and has worked in both advisory and non-advisory roles, including employment as a barista at Black Rock Coffee Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services with access to model portfolios, research, and a variety of investment strategies.

Anthony Bardi is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Bardi is also president of Tax and Financial Solutions, where he prepares tax returns and assists with business management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and assets exceeding $256 billion.

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.

Justin Lippincott is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Morgan Stanley, UBS Financial, and Bank of America. Based in Lake Oswego, OR, he joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Braden Balocan is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and he has been involved with Finity Group, LLC for over a decade, where he also acts as an independent insurance agent. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering tools such as model portfolios and research from LPL Research and third-party subadvisors.

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.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lindsay Krivosha is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Baird in 2017, she worked at RBC Capital Markets from 2009 to 2017. She serves as Treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

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.

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.

Antonette Dehaney is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles at Robinhood Markets, First Tech Federal Credit Union, Raymond James Financial Services, Addison Avenue Investment Services, and The Vanguard Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services with an integrated approach that includes advisory, brokerage, custody, and alternative investment options.

Angela Carr is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Bank of America, N.A. from 2010 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

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.

Henry Johnson IV is a financial advisor at Edelman Financial Engines with four years of industry experience. He previously worked at Edward Jones and spent over three decades at IBM Corporation. Johnson holds Series 63 and Series 66 credentials and is based in Portland, OR. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment strategies.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.