Jeffrey Brooks is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and manages both discretionary and non-discretionary accounts.

Jay Recchia is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Voya Financial Advisors since 2016 and is also associated with Lewis Stefani Group and California Corporate Benefits. In addition to his advisory role, Recchia operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, corporations, charitable organizations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary relationships, utilizing multiple program structures including wrap programs and third-party money manager access.

Nathan Engstrom is a CFP® professional with over 31 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2006 and currently operates under Legacy Wealth Partners, Inc. Engstrom also holds a notary public commission. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services tailored to specific client and plan sponsor objectives.

Spencer Bateman is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. in Portland, OR. His career includes roles at National Life Group, Fidelity Brokerage Services LLC, and Bateman Larkin CPA. Bateman is also involved as an insurance agent outside of his advisor role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Scott Smith is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2016 and at Principal Life Insurance Company since 2014. He is also involved in outside insurance sales related to life, annuities, long-term care, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisor and promoter arrangements.

Saul Hernandez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Bank of America, Merrill, Edward Jones, and JPMorgan. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amber Wickersham Yee is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position at US Bancorp Investments, Inc. from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of finance, he has been involved with Summit View Church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lonn Ensing is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 14 years. Outside of his advisory role, he manages rental properties. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. 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 tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Matthew Harris is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Dustin Martin is a financial advisor with Ameriprise in Battle Ground, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Northwest Tax & Financial Services, Inc., and Madison Avenue Securities, Inc. Outside of finance, he is involved in consultation and administrative services for music publishers and recording artists and participates in mission work teaching systematic theology through World Hope Ministries International. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Kathy Phillips is a financial advisor with LPL Financial in Aloha, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she is involved in an art-related business called Kathy Phillips Art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various technological tools to support both discretionary and non-discretionary management.

Abdiwahab Daud is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity, Apple, and various retail and community organizations. He is associated with OnPoint Community Credit Union in a banking role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Michael Morgan is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Valic Financial Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Scott Dolphin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC in 2024 and was employed at Safeway in customer service from 2016 to 2024. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad range of funds and ETFs.

Robert Mc Call Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside his advisory role, he serves as President of the Board of Directors at Tualatin Country Club. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mansur Sadeghi is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company, Fly Homes, and KeyCorp. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Robin Welch is a financial advisor with Thrivent Investment Management in Wilsonville, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2007. Welch serves as a mentor for the Firefighter Cancer Support Network, assisting firefighters and their families affected by cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial topics, offering these services as standalone engagements separate from managed-account programs.