Sean Zimmerman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Outside of finance, he works as an independent contractor model for Ryan Artists and participates in product testing for Nike. 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 processes.

Spring Bennett is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bennett is based in Tigard, Oregon. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a blend of in-house and third-party managers across a range of traditional and alternative investment strategies.

Magdiel Perez Velazquez is a financial advisor at Raymond James Financial Services Advisors, Inc. in Gresham, Oregon, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank. He currently serves as a Licensed Associate Financial Advisor at OnPoint Community Credit Union and OnPoint Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by an extensive affiliate network.

Kurtis Inouye is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes 35 years with Waddell & Reed and various insurance carriers, as well as involvement with the KONKO Church of Portland. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Louis Miller is a Financial Consultant at Fidelity Investments, where he assists clients in navigating financial tools and resources to enhance their financial plans. He engages in thoughtful conversations to understand clients' goals and current situations, aiming to develop roadmaps that support progress toward financial success. Louis has been with Fidelity Investments since 2021, holding roles as Planning Consultant, Investment Consultant, and currently as Financial Consultant. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Thrivent Financial from 2016 to 2021.

Michael Burke is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a collaborative environment that supports advisors in assisting clients to achieve their individual definitions of success. Burke has a progressive history with Fidelity Investments, holding various positions since 2014. His experience includes serving as Vice President and Regional Planning Consultant from 2022 to 2023, Vice President and Financial Consultant from 2020 to 2022, Financial Consultant from 2018 to 2020, Investment Consultant from 2015 to 2018, and Financial Representative from 2014 to 2015.

David Hirsch is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon. He has three years of industry experience, including prior roles at Aspiration Financial LLC and Aspiration Partners, Inc. His background also includes positions outside financial services, such as work with Skillz and restaurant-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Edward Murphy III is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has worked with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Brian Sutton is a CFP® and holds a Series 66 designation with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is based in Gladstone, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide 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.

Jeremy Miller is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that uses tools such as Monte Carlo simulations to model outcomes.

Reweti Wiki is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2024. His prior roles include positions at Ernst & Young Tahi Ltd, Edward Jones, and Wells Fargo Clearing. Outside of his advisory work, he is a partner in Te Aotaki Holdings LLC, a company involved in business and professional services related to his wife's publication of small business guides. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Esther Valdivia is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley & Co. Incorporated since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Shane Allen is a CFP® and ChFC® financial advisor with 14 years of industry experience, currently associated with Cambridge Investment Research Advisors. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for 12 years. Outside of financial advising, Allen is a CrossFit coach and owns a travel and transportation business, G'Day Mate Excursions, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party strategies and supports various custody and platform arrangements to tailor investment approaches to client goals.

Thomas Griffin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been associated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

James Schenk is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Sherrett Street LLC, a property management business in Portland, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process using firm-approved tools and manages approximately $2.74 trillion in client assets.

Amy Spiker is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, holding a Series 66 designation and 16 years of industry experience. Her prior firms include First Republic and U.S. Bancorp Advisors. She is based in Portland, OR, and is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products in addition to investment advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Vitaliy Romanyuk is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following seven years at Wells Fargo Bank. Outside of his advisory role, Romanyuk owns and manages investment-related businesses in Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Turner is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held various positions outside the financial sector, including roles at Insight Pest Solutions and Tractor Supply Company. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers to offer both advisory and brokerage solutions.

Megan Weakland is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting on a non-discretionary basis, with notable expertise in municipal and public finance through its affiliated capabilities.

Caroline Perry is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining MassMutual in 2024, she worked at Voya Financial from 2014 to 2022. Outside of her advisory work, she is involved in residential real estate services as a sole proprietor and owns a Christmas tree farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.