Robert Talbott is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at Vancouver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Rebecca Stevens is a ChFC® credentialed financial advisor at Osaic with 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to her advisory role, she occasionally acts as an insurance agent, providing fixed life or annuity products as requested by clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Hesslink Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Advantage Capital Corporation prior to joining OSAIC in 2023. Outside of his advisory work, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio construction process that employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Kimberly Superneau is a financial advisor with Cetera based in Portland, OR, holding a Series 66 designation and with 24 years of industry experience. Her prior work includes positions at Morgan Stanley and Banc of America Investment Services. She has been with Cetera since 2009 and also has experience at Heritage Bank since 2012. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Lei Chen is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and five years of industry experience. Chen has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2004. 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 provides both brokerage and advisory solutions.

David Tatem is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes six years at Citigroup and two years at Garagiste Meadery. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Melissa Mccoy is a Series 65 licensed financial advisor with Fisher Investments, where she has worked since 2017. She has seven years of industry experience and previously participated in a volunteer teaching program. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes through a centralized investment process.

Jeffry Wolfe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Raymond James since 2013 and is also the owner of Headway Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mitchell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He holds a Series 66 credential. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aimee Bertani is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she assists clients in working towards their financial goals by building trust, planning holistically, and implementing strategies. Her experience at Fidelity Investments includes serving as a Planning Consultant since 2025, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025. Outside of her professional work, Aimee enjoys gardening, hiking, kayaking, outdoor adventures, caring for pets, and traveling.

Peter Brown is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including Bsquare and Entoro Securities, LLC. He is also a director of Heinrich-Brown, LLC, an asset-holding limited liability company. 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, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Watkins is a CFP® professional with 19 years of experience in financial advising. He has been with Edward Jones since 2006. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Decker is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities. She previously worked for First Republic Securities Company and First Republic Bank for ten years. Outside of her advisory role, she serves on the board of Converge 45, a contemporary art nonprofit in Portland, Oregon, where she chairs the events committee. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Stephen Groth is a financial advisor with RBC Capital Markets in Portland, Oregon, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill, Bank of America, and City National Bank. Outside of advisory work, he manages Groth Holdings LLC, a privately held investment account. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers and utilizes various investment and tax-management strategies tailored to clients’ advisory profiles.

Frances Richter is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has operated under the DBA Richter Financial Partners since 2014. 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 institutional platforms.

Matthew Hershkowitz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies tailored to their unique goals and priorities. Matthew works closely with individuals and families to address objectives such as funding education, planning for retirement, and managing potential health care costs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from Whitman College. His approach involves simplifying the complexities of investing to facilitate transparent and effective wealth planning conversations with his clients.

David Miles is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at iQ Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he has experience in the food service industry, including working at The Noodle Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Larry Knisley is a financial advisor with OSAIC, holding the Chartered Financial Consultant (ChFC®) designation and Series 63 and 65 licenses. He has 55 years of industry experience and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Knisley is also the owner of Pacific Cascades Financial Group, where he sells insurance products and manages agents. Additionally, he serves as treasurer and board member of Reclaiming Hope Ranch, a nonprofit providing support to children with foster care and adoption backgrounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes firm‑provided tools and third‑party platforms to construct diversified portfolios managed on discretionary or non‑discretionary bases.