Valerie Lyons is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Henry Murphy is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2015, with a two-year tenure at City National Bank from 2021 to 2023. Outside of his advisory role, he rents his primary residence to sellers of the home for short-term stays. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers and offers a range of advisory programs with various portfolio management options.

Sumedha Arekar is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Currier is a financial advisor with Morgan Stanley based in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them understand and achieve success in their financial lives. He leads the Floberg Fisher Group, a wealth management team that provides customized guidance and in-depth strategy. The team emphasizes a planning-based approach, focusing on understanding each client's unique goals and financial circumstances to create actionable plans that guide clients toward their distinctive visions. Matthew has received multiple recognitions from Forbes, including being named one of the Best-in-State Wealth Advisors for several consecutive years and acknowledged as one of the Best-in-State Wealth Management Teams in 2026. His role involves overseeing strategy and execution in areas such as portfolio management, retirement income planning, legacy planning, philanthropic planning, tax minimization, and liquidity management. He and his team strive to provide integrity and reliability in service, seeking to offer clients both direction and reassurance. A graduate of the University of Oregon with a bachelor's degree, Matthew holds several professional designations, including the Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his community through organizations such as Friends of the Children, Jesuit High School, and St. John Fisher School.

Kristopher Sleeman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Waddell & Reed, Inc. for approximately 11 years. Outside of his advisory role, he is listed as an agent for his wife's business, Element Design & Strategy, though he does not have operational responsibilities there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs including municipal and public-finance advisory services.

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.

Mark Moore is a Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2015. 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. The firm operates within the larger J.P. Morgan organization and offers a range of investment strategies approved through its internal review.

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.