Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors through 2020. Outside of his advisory role, he serves as managing partner of Illuminate Financial Group LLC and is the Vice President of the Board of Directors and a soccer coach for the Foothills Soccer Club in Portland. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of advisers, utilizing both proprietary and third-party solutions tailored to client risk tolerance and goals.

Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Ariella Jochai is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 designation and eight years of industry experience, including two years as an advisor. She previously worked at Lake Oswego Hunt and was self-employed. Jochai also serves as a notary in Oregon. 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 wide range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management options.

Emily Lapp is a financial advisor at Raymond James Financial with 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. In addition to her advisory role, she serves as a Notary Public in Tualatin, Oregon. 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 clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services in municipal and public finance.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Hirschberger is a financial advisor at Edward Jones in Portland, OR, holding the CFP® designation and Series 66 license with 15 years of industry experience, all with Edward Jones. He serves as a career advisor at Willamette University, assisting recent graduates with career searches and resume building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and additional affiliated capabilities beyond advisory services.

Gerald Kroeger is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Kroeger is an 80% owner of Kroeger Financial Services, an S corporation through which he channels his business income, and maintains licenses for life and annuity products, occasionally conducting insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Randall Mahar is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at 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. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc. and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm’s approach involves a centralized service team that collaborates with advisors and produces written Recommendation Reports based on both internal and third-party research within a defined investment universe.

Calvin Roberts is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 credentials. He has seven years of industry experience and previously worked at Steward Partners and Northwestern Mutual Investment Services. Outside of financial advising, he is the CEO and co-founder of Flag'em Games LLC, a company that produces drinking and board games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services including divorce and estate-settlement planning.

Shalisa Beck is a CFP® professional based in Lake Oswego, OR, with 34 years of industry experience. She currently works with Charles Schwab, having held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank since 2021. Prior to Schwab, she was with Waddell & Reed, Inc. and Country Capital Management Company. Outside of her advisory work, Beck is a competitive bodybuilder aiming to compete at the national level and occasionally provides training to women through her business, Becoming Her, LLC. 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 offers both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Alf Barber is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2016. Outside of his advisory role, Barber is involved in managing property refurbishment and oversight through Tek West LLC and JARA United LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Bartosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Raymond James since 2014 and is also associated with OnPoint Community Credit Union since 2007. Bartosz serves as a Power of Attorney for a personal investment account, though he does not actively manage it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jackson Schwarz is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an associate financial advisor at Ameriprise in Portland, OR. His prior roles include positions at Somerset Wealth Management and Ameriprise Financial Services. Outside of his advisory work, he is involved in managing advisory operations for TVZ, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized retirement income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.