Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Monica Spady is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She worked for UBS Global Asset Management for 20 years prior to joining UBS Financial Services in 2022. Outside of her advisory role, she serves on the boards of the Oregon Historical Society and Women in Wine, acting as treasurer for the latter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Benjamin Piff is a Certified Financial Planner® with six years of industry experience, currently serving at Charles Schwab in Portland, OR. His prior experience includes roles at J.P. Morgan Securities, Fidelity Investments, and Edward Jones. Before entering the financial industry, he worked at Clive Coffee for four years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Robert Monaco is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer Inc. and ADP LLC. Outside of his primary role, he is also a sales representative for ADP Strategic Plan Services, LLC, providing investment management and advisory services to plan sponsors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management backed by proprietary research and capital market insights.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Ryan O'quinn is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Fred Meyer for sixteen years in produce inventory management, quality control, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branches.

Ian Hubbard is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC before joining LPL Financial in 2026. Hubbard is also vice president and a passive owner of Finity Group, LLC, where he acts as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and various portfolio strategies.

Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Terry Morrison is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Chris Bouma is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to co-create financial plans and simplify their financial situations, enabling clients to make informed decisions aligned with their goals. Chris has been with Fidelity Investments since 2021. Prior to joining Fidelity, Chris worked as a Financial Advisor at AIG Life & Retirement during two periods, from 2009 to 2013 and again from 2019 to 2021. His experience in financial consulting encompasses planning and advising clients on retirement and life insurance products. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.

Edwin Turnquist is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for D.A. Davidson & Co. for 11 years before joining Stifel in 2024. Outside of advisory work, he manages Turnquist Hospitality, LLC, overseeing hotel operations, and serves as a general partner in Turnery Properties I, LLLP, which operates a hotel in Minneapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Eric Peterson is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Edelman Financial Engines in Portland, OR. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates various discretionary and non-discretionary investment programs.

Dana Mathews is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Meta Platforms and R/GA Media Group, as well as nearly a decade at FILTER, LLC. Outside of her advisory duties, she is a co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is known for its extensive network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions with fiduciary standards.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Rebecca Horn is a CFP® professional with 26 years of industry experience and has been with LPL Financial since 2006. She also teaches classes on investing and personal finance through Clackamas Community Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, including both its LLC and Inc. entities, from 2016 to 2026 before joining LPL Financial in 2026. 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 of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.