Will Johnson is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2022. He has three years of industry experience, including seven years in the automotive sector prior to his financial advisory role. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through various tactical strategies.

Jau Der Tsai is a financial advisor at LPL Financial in Clackamas, OR, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Otto Guardado is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with the Otto Guardado Scholarship supporting Eastern Washington University’s Chicano Education Program. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Garth Ahern Hendryx is a financial advisor with Fidelity in Portland, OR, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Novogradac, as well as periods devoted to full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Klavins is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is the owner of an LLC that acquires hunting property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Riquelmi Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Key Investment Services LLC, MassMutual Life Insurance Company, Edward Jones, and Wells Fargo Bank. 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, distribution, and investment management capabilities.

Megan Vigus is a financial advisor at Merrill with a Series 66 designation and six years of experience, including prior roles at Pacific Coast Medical Group and Cellutions LLC. She is based in Vancouver, WA. 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, pension plans, corporations, and charitable organizations.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, Oregon, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Financial Advocates Investment Management, Merrill Lynch, and other firms. Outside of finance, he has experience working in the hospitality industry and performed for a group called SATR Beach Boys. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and a variety of investment strategies.

Kelly Lewis is a financial advisor with Merrill, holding a Series 66 designation and with nine years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he is involved as a general partner and managing member of a family farm in Bend, Oregon, where he manages animal care and farm operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Ebenal is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he hires and coaches skilled professionals to deliver a planning experience tailored to clients' specific needs and goals. Prior to his current role, John served as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as a Senior Relationship Manager from 2010 to 2018. John's career in financial services spans over two decades, beginning as a Registered Representative at Bidwell & Company from 1999 to 2002, followed by a similar role at The Commerce Company until 2008. He then served as Operations Manager at Williams Wealth Management from 2008 to 2010 before joining Fidelity Investments. Details regarding John's education, credentials, personal interests, or community involvement were not provided.

Colin Ault is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2022. His prior experience includes roles at Securities America, D.A. Davidson & Co., and Edward Jones. He is also associated with Impact Wealth Management LLC in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Lindsay Cimina is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial and Columbia Associates Financial Group. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with 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 wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

Victoria Sukhoy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2008 and has been with Wells Fargo Clearing since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing a research-driven approach based on diversification and modern portfolio theory.

Robert Katsuno is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Katsuno serves on the Board of Directors for CDM Services and is involved in writing and performing plays and storytelling events. Ameriprise offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Katsuno.