Manuel Miranda Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His current role began in 2025 with Wells Fargo Bank, N.A. and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, offering both brokerage and advisory solutions.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by various model portfolios and research.

Jonathan Owens is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years with Signator Investors, Inc. Owens is also a business owner and partner at BPG Wealth Management, an independent financial planning practice. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that include a broad range of investment products.

Devin Moran is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial in 2022. Moran is also a partner in Four Peaks Property Group, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research from multiple sources.

Brian Smith is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Kuduk III is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including previous roles at Fisher Investments and The Vanguard Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Randal Lishka is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He operates a related business activity under Lishka Financial and maintains involvement with fixed trail insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Bruce Thompson is a financial advisor with LPL Financial in Camas, WA, holding a Series 66 designation and over 53 years of industry experience. He has been with LPL Financial since 2006. Thompson is also the sole owner of Bruce S Thompson & Associates, LLC, an insurance agency through which he sells fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by various model portfolios, research, and technology tools.

David Mc Kinley is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Samuel Watry is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Austin Hough is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience in real estate with EXP Realty of California and Sotheby's International Realty. Outside of advising, he owns and operates Creative Reef Designs LLC, a business specializing in aquarium design, installation, and maintenance. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adina Flynn is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Flynn serves as Fundraising Chair on the Board of Directors for the Portland Pearl Rotary Club. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ellen Leach is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. She has been with Fisher Investments since 2015. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Freda Beal is a financial advisor with Wells Fargo Clearing in Milwaukie, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Beal also serves as a trustee and co-trustee for family trusts, dedicating time to those responsibilities outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven, modern portfolio theory approach and offering both discretionary and non-discretionary advisory services.

Timothy Reichstein is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and has been affiliated with Columbia Credit Union for over a decade. He serves as a board member of the Ridgefield Public Schools Foundation, a nonprofit organization. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.