Brent Steinberg is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He joined LPL Financial in 2017 after four years at D.A. Davidson & Co. Brent operates Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a broad network of investment adviser representatives.

Cole Kimball is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2011 to 2026 before joining LPL Financial in 2026. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations. Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022. Outside of his professional work, Max's personal interests include family activities and golf.

Christina Price is a CFP® professional with 22 years of experience at Edward Jones, where she has worked since 2004. She serves on the boards of the Lake Merwin Campers Hideaway and the Mount Hood Medical Center Foundation, and is also an ordained minister with the Universal Life Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Danette Dickerman is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, offering globally diversified portfolios with various risk management strategies.

Amber Martinell is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. She has been with Edward Jones since 2007. Prior to her advisory role, she worked at DoorDash Inc. from 2021 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adam McMahon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Advisors and Wells Fargo Bank. 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 roughly $671 billion in assets through a large network of financial advisors and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Colleen Lenard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and ownership of WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Christian Koranda is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 credential and has been with Cambridge since 2008. Outside of his advisory role, Koranda is an independent insurance agent and serves as a secondary executor of a friend’s will. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Sheri Gunnari is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience serving generations of families, focusing on understanding family dynamics and educating the next generation on financial values and decision-making. Her expertise includes developing multi-pronged financial strategies encompassing investment and retirement planning, tax minimization, estate planning, and liability management. Sheri holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Private Wealth Advisor® certification, and the Personal Investment Advisor (PIA) designation. She earned a Bachelor's degree in Business Administration from Oregon State University. Sheri resides in Battle Ground, Washington, with her husband, son, and several pets. In her free time, she enjoys playing tennis and golf, as well as engaging in various arts and crafts projects.

Shena Bartlett is a financial advisor with OSAIC based in Vancouver, WA, holding Series 63 and Series 66 credentials and 22 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for nine years before joining OSAIC in 2025. Bartlett owns Wealth by Design PNW LLC, a business offering various types of insurance including health, disability, long-term care, and life insurance, as well as group benefits and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios while supporting legacy programs and third-party solutions.

Cristina Spatacian is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2015 to 2018 and from 2024 to the present, and has been affiliated with JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.

Jonathan Hart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 2015. In addition to his advisory role, he works as a consultant for Guidepoint Global on private healthcare and healthcare exchanges. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

P Herron is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Nicole Batchelor is a financial advisor at Equitable Advisors based in Portland, OR. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Heal Here Now, Washington State University, and Kohl's. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Yuang Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Boston. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, tax minimization, and serving women and wealth clients. Xia holds a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Bilingual in English, Mandarin, and Yue (Cantonese), she combines access to Merrill’s investment insights with the banking and lending solutions of Bank of America. Outside of her professional work, Xia volunteers with community organizations and enjoys boating, cooking, hiking, traveling, and yoga.

Vicente Contreras is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, U.S. Bank, and Summit County Colorado Government. 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 offers a range of brokerage and advisory solutions.

Roman Hurt is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he held various roles at Washman Car Wash. Outside of finance, he is involved as a team member at Washman Car Wash, operating machinery and handling cashier duties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.