Keegan Banks is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fisher Investments and Franklin Templeton Investments. Banks has also spent time as a full-time student and has experience at Oracle Corporation. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Frank Nies is a financial advisor with Fisher Investments, holding a Series 63 designation and 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies.

David Moyne is a Private Wealth Advisor with Merrill Private Wealth Management. He has been with Merrill since 1994, when his team was among the first hired to help establish the firm's high net worth client division, formerly known as the Private Banking and Investment Group. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Individual and Corporate Investment Strategy, and Tax Minimization. David has been working in wealth management since 1983, beginning his career after being selected for Morgan Stanley's MBA training program. He holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from UCLA Business School, a Master's Degree from Mount Holyoke College, and a Bachelor's Degree from the University of Massachusetts. In college, David lettered in three varsity sports and continues to have a strong interest in athletics. Outside of his professional life, David is active in his community and has served on several nonprofit boards. He is married and has three teenage boys. His personal interests include football, painting, running, scuba diving, skiing, surfing, and spending time with his family. David also plays the saxophone, guitar, and piano professionally.

Richard Wilhelmi is a CFP®-certified financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches incorporating diversification and modern portfolio theory.

Joshua Bub is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017 and prior to that worked at WIX from 2014 to 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Steven Newman is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop and strengthen their financial plans to work toward financial success by understanding their priorities. Steven has experience in the financial services industry, having worked as an Investment Counselor at Fisher Investments from 2019 to 2022, a Financial Advisor at Merrill Lynch from 2018 to 2019, and a Financial Advisor at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Steven enjoys snowboarding, swimming, tennis, and traveling.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures with both discretionary and non-discretionary account management.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked for 18 years at KMS Financial Services, Inc. Outside of his advisory role, he manages Meyer Wealth Management NW, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Matthew Cordes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC 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.

Brianna Nichols is a CFP® with nine years of industry experience, currently advising clients at Ameriprise Financial Services since 2016. She operates out of Portland, OR, and is involved in a side business as a member of Gojisan LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Spence Johnston is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Edward Jones since 2004. 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 and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Keith Holmgren is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Holmgren serves as successor trustee for the H Family Trust. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.

Jason Hurley is a financial advisor with Wells Fargo Clearing in Beaverton, OR, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Cory Mcdaniel is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as president of Co-Dad Incorporated and performs notary services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Mary Wood is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2014. Outside of her advisory work, she is a business partner at Ranch PDX, a restaurant where she consults on business decisions and assists with marketing. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and manages portfolios with tax-aware strategies and risk management techniques.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, WA, holding the Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (including its predecessor, LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of his advisory role, he operates a DBA called Laurus Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Joshua Bishop is a financial advisor with Edward Jones in Portland, OR, holding the ChFC® designation and Series 63 registration. He has 25 years of industry experience, having been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide range of advisory programs with a national network of financial advisors and branch offices.

Sean Gabrio is a financial advisor with UBS Financial Services in Portland, Oregon, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the auction committee for Doernbecher Children's Hospital Foundation and is a board member of Elevate Oregon, a charitable organization focused on helping underprivileged children. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advisory strategies.

Joel Janssen is a CFP® professional affiliated with LPL Financial, based in Portland, OR, with 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2018. Outside of his advisory work, Janssen has involvement with a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies with resources from LPL Research and third-party subadvisors.