Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer Securities. 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 offers both brokerage and advisory solutions.

Jason Tei is a CFP® credentialed financial advisor with 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial. Outside of his advisory role, he has been involved with the McKinley Elementary Parent-Teacher Committee since 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Joseph Good is a financial advisor with Merrill in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America N.A., Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to various products and services beyond investment management.

Kantharaj Kabali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Wells Fargo Bank NA since 2010 and Wells Fargo Clearing Services, LLC since 2016, based in Santa Clara, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Townsend is a financial advisor at Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed 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.

Kaitlyn Tonai is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at George Fox University, Roger Dunn Golf Shops, Olomana Golf Course, and Punahou School. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Jason Powell is Vice President, Wealth Planner. He currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this role, he served as Director at CrowdStreet Advisors from 2019 to 2024 and as a Financial Advisor at Edward Jones from 2015 to 2019. Jason holds an AR Insurance License. In his work, he focuses on understanding his clients' goals, values, and financial priorities to develop actionable plans and investment strategies aligned with what matters most to them. Outside of his professional responsibilities, Jason enjoys family activities, fitness, playing musical instruments, outdoor adventures, parenthood, and traveling.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wheeler is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ian Borman is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked with MassMutual Investors Services and American National Insurance. He is also president of Dorchester Conference, an educational conference organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals and maintains proprietary and third-party investment strategies.

James Sylvia is a Branch Leader at Fidelity Investments where he focuses on supporting and inspiring his team to help clients achieve their financial goals. His role involves fostering growth among advisors to enable them to effectively assist clients in pursuing their definitions of success. He has been with Fidelity since 2020, previously serving as a Senior Financial Consultant at TD Ameritrade for part of 2020. Prior to that, James worked as a Financial Advisor at Pacific Capital Resource Group from 2015 to 2020. Outside of his professional activities, James has interests in board games, camping, playing musical instruments, painting, puzzles, and writing.

Jonathan Logue is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc., as well as in various mortgage and lending roles. Outside of his advisory work, he is involved with Lomas Financial Services as a licensed life insurance agent and provides home loan counseling and administrative support through related business activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a broad range of securities.

Cameron Mason is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Sagepoint Financial, LPL Financial, and Hornor Townsend & Kent Inc. Mason also serves as a financial advisor and analyst, engaging in research, proposal development, and client solutions strategy. OSAIC serves a diverse client base spanning retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed-account platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment types.

Kevin Kirkpatrick is a financial advisor with OSAIC based in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. In addition to his advisory work, he operates a business brokering life, disability, and fixed annuity insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party services to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kevin Greene is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a range of capital markets and wealth management services, including institutional trading capabilities and fee-based financial planning.

Shall Jue is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held Series 63 and Series 66 designations and previously worked at Merrill for 26 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies executed through in-house and third-party managers, supported by a notable capital-markets footprint and integrated financial services.

Carissa Hill is a financial advisor at Ameriprise in Portland, OR, holding a Series 63 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked in the restaurant and real estate sectors, including roles at Urban Restaurant Group and Next Home and HomeSmart Realty. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Aaron Hessel is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He is also the owner and attorney of the Law Offices of Aaron M. Hessel LLC, specializing in estate planning. His prior experience includes roles at Lion Street Financial, Woodbury Financial Services, and operating his own wealth management firm, Hessel Wealth Management, LLC dba Pete's Mountain Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.

William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Blake Pedersen is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA from 2016 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.