Richard Curry Jr. is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Fidelity and its affiliates since 2001, with a brief tenure at TD Ameritrade in 2010. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary management and fund advisory for registered investment companies.

Daniel Hayes is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to provide clarity and direction on their financial journeys, aiming to empower them to pursue their goals. He leverages Fidelity's extensive resources and partnerships to offer education, investment guidance, and build long-lasting relationships. Daniel's professional experience includes previous roles at Fidelity Investments as a Financial Consultant from 2022 to 2024. Prior to that, he served as a Wealth Advisor at M25 Advisors from 2021 to 2022, and held positions at Thrivent Financial as Regional Development Director from 2018 to 2021 and Financial Representative from 2015 to 2018. He holds a California Insurance License.

Trevor Becker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2025. Outside of advising, he is involved with Noble Investments, a non-investment-related business in Portland, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofits. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and specialized municipal and public finance services.

Michael Gustafson is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has seven years of industry experience. He has worked exclusively at Fisher Investments since 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 screening, qualitative research, and tax-aware strategies to manage diversified portfolios.

Alfonso Santos Amaya IV is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and USBank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Benjamin Dominge is a financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a personal real estate business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Feng Taylor is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Taylor held positions at Bank of America, Merrill, Ameriprise, Oppenheimer & Co. Inc., Conover Insurance, and Highland Capital Brokerage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and divorce planning, supported by proprietary research and planning tools.

Penelope Doty is a Series 66-licensed financial advisor with Merrill in Portland, OR, with 8 years of industry experience. She has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Devlin Carothers is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2003. Carothers is also co-owner of FWMG LLC, where he manages an Ameriprise business and serves clients. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® and Series 66 designations and possessing 23 years of industry experience. His prior roles include positions at Global Retirement Partners, Principal Financial Services, SCF Investment Advisors, and Waddell & Reed. Outside of his advisory work, he operates an auto hobby business focused on buying, selling, and trading vintage automobile literature and parts. 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 and model portfolio programs, delivered through a large network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. 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.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. 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 retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kylee Moore is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has six years of industry experience and previously worked at Clackamas County Bank and Sandy Family Restaurant. Moore is involved with Soroptimist International of Gresham as a club member and board member and is the owner of the When Girls Talk Books podcast. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a range of portfolio management and advisory strategies.

Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and China Citic Bank International Limited prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager and fund-of-funds structures and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Fenton is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America, Inc., SII Investments, Inc., and Carillon Investments, Inc., alongside operating his own firm, Fenton Wangler Financial, since 2003. He is also the owner of Eric P. Fenton, Inc., a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with various model portfolios and customized strategies.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Courtney Foley is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience, including three years prior to joining Fisher at The Columbian. She is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Kyle Harris is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked in roles including at Black Rock Coffee Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.