Jeffrey Inglis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial plans that align with each client's unique ambitions and priorities. His approach centers on connecting clients to the appropriate people, plans, and processes to pursue their personal goals. Jeffrey helps clients with various financial objectives, including planning and funding education, retirement lifestyle planning, managing potential health care costs, and developing long-term family strategies. He emphasizes simplicity and transparency in the investing process to make wealth planning approachable and effective. He holds a Bachelor's Degree from the University of Oregon and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jeffrey enjoys adventure sports, baseball, basketball, football, golfing, music, scuba diving, spending time with his family, traveling, and woodworking.

David Welch is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. Welch serves on the Board of Directors of the Battle Ground Rotary Club. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies.

Brandon Rowe is a Planning Consultant at Fidelity Investments, where he assists clients in creating and managing financial plans to achieve their goals. He provides guidance on investment strategies and informs clients about the resources available through Fidelity. He has held various roles within Fidelity Investments since 2006, including Investment Solutions Representative and Workplace Planning Consultant II. His professional experience also includes positions at Morgan Stanley as a Wealth Management Associate and at Fisher Investments as a UK Investment Counselor. Brandon's career reflects extensive experience in financial planning and investment counseling. Outside of his professional work, he has interests in baseball and fishing.

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Janelle Bergstrom is a financial advisor with LPL Financial in Vancouver, WA, holding the ChFC® and Series 66 designations with 29 years of industry experience. She has worked at LPL Financial since 2019 and has operated Maxem, Inc., an investment-related business, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

John Nelson is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2003 and also works with The Commerce Company as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Colvin is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior firms include J.P. Morgan Securities and Wm Financial Services, Inc. Outside of his advisory work, he serves as a public address announcer for sports events and has been involved with the Evergreen School District since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities. Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering. Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.

Roxanne Waterman is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, a humanitarian organization focused on helping women and girls. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Michael Carrano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2010. He initially entered the financial advisory industry in 2003 and founded Carrano & Associates at Merrill to emphasize a consultative approach and a focus on client relationships. Originally from Wisconsin, he has been based in Portland since 2005. Michael holds several professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Accredited Asset Management Specialist (AAMS). He also holds a Bachelor's Degree from the University of Wisconsin La Crosse. In his role, he seeks to connect all aspects of clients' financial lives to help prioritize and pursue their goals. Outside of his professional work, Michael is involved in community volunteer activities and enjoys recreational pursuits such as fishing, hiking, golfing, gardening, and playing bocce with family and friends in the Pacific Northwest.

Tiffany Helleson is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 25 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment committee resources.

Connor Chapais is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he serves as a power of attorney for his mother, assisting with her investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with both brokerage and advisory solutions.

David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Monica Spady is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She worked for UBS Global Asset Management for 20 years prior to joining UBS Financial Services in 2022. Outside of her advisory role, she serves on the boards of the Oregon Historical Society and Women in Wine, acting as treasurer for the latter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Benjamin Piff is a Certified Financial Planner® with six years of industry experience, currently serving at Charles Schwab in Portland, OR. His prior experience includes roles at J.P. Morgan Securities, Fidelity Investments, and Edward Jones. Before entering the financial industry, he worked at Clive Coffee for four years. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Javier Garza Mora is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior roles include positions at Gusto, Guideline, and Fisher Investments, as well as experience outside the financial industry at Bi-Mart and Corban University. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Kieran Dexter is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He also works at Pacific Northwest National Laboratory in a project controls support role, a position he has held since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse financial planning and advisory services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Robert Monaco is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer Inc. and ADP LLC. Outside of his primary role, he is also a sales representative for ADP Strategic Plan Services, LLC, providing investment management and advisory services to plan sponsors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management backed by proprietary research and capital market insights.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.