Thomas De Marco is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones. Outside of his advisory role, he manages DeMarco Financial Group, focused on investment management. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs fact-finding and analytical tools to guide clients and supports a range of advisory programs and institutional consulting services.

Jakob Von Diaz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial goals and develop strategies aimed at achieving short-, mid-, and long-term objectives. He provides guidance on general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jakob's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the professional designations Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from ST Joseph School and an Associate's Degree from Clark College. Jakob communicates with clients in English and Tagalog (Filipino). Outside of his professional work, he has interests in basketball, running, and traveling.

Anthony Bardi is a financial advisor with Cetera in Gresham, OR, holding Series 63 and Series 66 designations and having 38 years of industry experience. He has worked with various firms including Avantax Advisory Services and Avantax Insurance Agency over the past two decades. Additionally, he is president of Tax and Financial Solutions, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple program structures and investment options.

Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jill Kusmirek is a financial advisor based in Vancouver, WA, affiliated with Cetera. She holds Series 63 and Series 65 licenses and brings 25 years of industry experience. Her prior engagements include roles at Boyce Financial Group and Cetera Wealth Services, LLC. She also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Garon Nemyre is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Susan Konstantaras is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 2007. She has eight years of industry experience and is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm also offers sub-advisory and retirement plan services, managing separate accounts alongside pooled investment vehicles and collective funds.

Braden Balocan is a CFP® professional affiliated with LPL Financial in Portland, OR, with 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. Outside of his advisory work, he is involved with Finity Group LLC, where he operates as an independent insurance agent and conducts employee benefits reviews. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Garrett Williams is a financial advisor with Cetera in Vancouver, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Morgan Stanley, U.S. Bancorp Investments, and JP Morgan Securities, among other firms. Outside of financial advising, Williams owns and operates a wedding and special events DJ business and serves on the board of directors for the Journey Theater Arts Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management through more than 10,000 advisors nationwide.

Marie Selby is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan and First Republic entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Adrian Neal is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he held roles with various firms including Colleen Lenard and Waddell & Reed, and has involvement in coaching through his other business, Runner2Runner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services supported by technology and a large network of investment adviser representatives.

Jeffery Bratt is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery and firm-approved tools, integrating proprietary market outlooks and scenario modeling while generally acting in an advisory capacity rather than providing individual security recommendations.

Alan Lyons is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 that incorporates firm-approved tools and market simulations.

David Brown is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for nine years. Outside of his advisory role, he owns a photography business specializing in action sports and portraits and oversees operations at Vista NW WM, 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting clients through various advisory programs and institutional consulting.

Gregory Soergel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Corporate Retirement Benefit Services. He focuses on helping business owners and their employees maximize the value of their company’s 401(k) retirement plans through education and tailored support. Gregory provides 401(k) education and support to corporate retirement clients, utilizing his expertise to simplify complex financial issues into clear, workable strategies. Gregory began his career in the investment industry in 1999 and joined Merrill Lynch Wealth Management in 2010. He holds multiple professional designations, including Chartered Retirement Plans Specialist (CRPS™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Maryland in 1993. Born in California and raised in the Washington D.C. area, Gregory has lived in the Pacific Northwest since 1997. Outside of his professional work, he enjoys spending time with his two young sons and engaging in activities such as basketball, biking, golfing, and hiking.

Marc Duquella is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

Michael Allen is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Osaic Wealth Inc. Outside of his advisory work, he owns and operates NWIFL LLC, a professional services business focused on process improvement, CRM software, automation, and SEO-related services. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Qian Huang is a financial advisor at Merrill with eight years of industry experience. Huang holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. 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, and institutions.

Damon Dishman is a financial advisor at Wells Fargo Clearing with over 25 years at the firm and holds a Series 66 designation. He is the owner of A&E LLC and provides strategic insights to The Best Health and Personal Care Store LLC, which offers e-commerce solutions for health and personal care product companies. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kayla Davenport is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.