Michael Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000, focusing on retirement income planning and personal investment management. Michael serves affluent business owners and individuals across the United States, with particular focus on the Pacific Northwest and Mid-Atlantic regions. He utilizes a disciplined, time-tested process starting with a thorough analysis of a client's financial situation to develop customized asset-allocation strategies aimed at exceeding return requirements over agreed investment horizons. Michael holds a Bachelor's degree in Business and Marketing from the University of Colorado at Boulder. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He provides clients access to Merrill's full range of services and insights from their network of specialists, leveraging the firm's research and product offerings to deliver financial strategies and wealth management solutions. Raised near Washington, D.C., Michael relocated to Oregon in 2004 to build his practice and currently resides in Lake Oswego with his family. He is involved with the Vital Ground Foundation. Outside of work, Michael enjoys activities such as chess, hiking, music, photography, reading, scuba diving, skiing, and traveling.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

William Burton is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors. Outside of his advisory role, he serves as a board member of the Newberg High School Football Booster Club, involved in establishing and fundraising for the organization. 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, corporations, and charitable organizations.

Andrew Pollack is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory work, he serves on the Board of Directors and as President Ex-Officio of the Central East Portland Rotary Club and is a general board member of the Ducks Unlimited Portland Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary research tools, with distinctive enrollment criteria requiring a minimum level of investable assets and inclusion of Ameriprise managed assets.

Lucas Kidwell is a Series 66 licensed financial advisor with Edward Jones in Oregon City, OR, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Thomas Savinar is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as Vice President and Chair of the Governance Committee on the Board of Directors for CASA of Oregon, a nonprofit supporting foster children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ronda Schleicher is a financial advisor at UBS Financial Services with 26 years of industry experience and holds a Series 66 designation. She has been with UBS Financial Services since 2015. 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 provides access to proprietary research and a broad range of capital markets solutions.

Brandon Gasperini is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including positions at HR Block and Oregon State University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, Oregon, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having previously worked 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Paul Wargnier is a financial advisor with Merrill in Portland, OR, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. He has worked at Wells Fargo Bank, N.A. for 17 years before joining Bank of America and Merrill in 2017. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Michael Eaton is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and Allstate Financial Services. He is based in Portland, Oregon. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Florence Kawai is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in property management of a jointly owned rental property in Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Shelley Rickman is a Certified Financial Planner (CFP®) with 24 years of experience in the financial industry. She has been with UBS Financial Services in Portland, OR since 2001. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a comprehensive platform that includes custody, underwriting, and capital markets services.

Antonel Urdes is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at UBS Financial Services for 10 years. Urdes serves as President Elect and board member of Congregation Beth Israel and is a member of the Parent Finance Committee at the French International School of Oregon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Mark Lewis is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Clifford Smith is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning. The firm employs a collaborative, non-discretionary approach utilizing proprietary research and algorithmic tools within a defined investment framework.

Ethan Bays is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving clients at UBS Financial Services since 2014. He holds the Series 66 designation and is based in Portland, OR. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining LPL Financial, Thomas was involved in the brewing industry as the owner of Yakima Craft Brewing Co DBA Hop Capital Brewing Co for seven years. 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. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Toshie Miura is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Equitable Advisors, Prudential, and Principal Financial Services. Outside of financial advising, she owns a business providing self-development seminars, coaching, consulting, and publishes related books, as well as offering translation and interpretation services between English and Japanese. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various model portfolios, third-party managers, and customizable investment strategies.