Michael Sheridan is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He co-founded the Newhouse Sheridan Group, where he and his team focus on implementing wealth management strategies for corporate executives and founders of institutionally funded start-ups. His expertise encompasses corporate executive services, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, and family wealth management strategies. Michael holds the Certified Exit Planning Advisor (CEPA) designation, recognizing his specialization in aiding founders and business owners in planning company transitions or sales. Michael's professional background includes more than a decade of experience at financial institutions such as Morgan Stanley and Paine Webber before joining Merrill Lynch. He earned a Bachelor of Science degree in Marketing Management from Virginia Tech University and an MBA from New York University's Stern School of Business. He serves on the Board of Directors for TiE Oregon, an organization fostering entrepreneurship through mentoring, networking, education, and funding. Residing in Portland, Oregon, Michael and his wife Trina are parents to two children, Kate and Evan. He is actively involved in the community and has contributed to organizations including the Autistic Society of Oregon, BikeFirst, Girlfriends Run for A Cure, and the Refugee Education Project. His personal interests include basketball, cooking, fishing, football, golfing, hiking, music, reading, spending time with family, and watching movies.

Alec Horley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 20 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he serves as a for-profit board member of the Multnomah Athletic Club in Portland, Oregon. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and model portfolios.

Carla Stenberg is a financial advisor with LPL Financial in Milwaukie, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial and its predecessor firms since 2002. Carla serves as a board director for the Portland Rose Festival Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Reid Frumkin is a financial advisor with Fisher Investments, holding a Series 66 designation and 16 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he serves as a Director at Large for Greenpoint Partners, LLC, a company involved in energy auditing software licensing, where he contributes to general strategic planning. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base with extensive sub-advisory relationships.

Mary Gordon is a financial advisor with OSAIC in Portland, OR, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at StanCorp Equities, Inc. and The Standard. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include a range of investment types and can be managed on discretionary or non-discretionary bases.

Chad Carnahan is a financial advisor at Osaic Wealth, Inc. based in Portland, OR, holding Series 63 and Series 66 designations with eight years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and M Holdings Securities, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Karoll McMullen is a Financial Consultant who collaborates with clients to co-create tailored financial plans that align with their specific goals and objectives. Karoll emphasizes understanding the unique aspects of each client's situation to help navigate the complexities of financial planning and support prudent wealth decisions. Karoll has held multiple roles at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Investment Solution Representative in 2020, and Customer Relationship Advocate from 2018 to 2020. This experience reflects a comprehensive background in investment consulting and client relationship management. Outside of work, Karoll enjoys board games, outdoor adventures, photography, reading, snowboarding, and volunteering.

Spencer Arn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a variety of financial services including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Arn holds a Bachelor's Degree from Southern Oregon University and is a Personal Investment Advisor (PIA). His approach involves connecting all aspects of a client's financial life to help prioritize and pursue their most important goals. Born and raised in Portland, Oregon, Arn and his team work with individuals and families to create customized and comprehensive wealth management plans. Outside of his professional work, Arn enjoys biking, camping, fishing, golfing, music, skiing, traveling, and spending time with his family, often exploring the outdoors of Oregon.

Tracie Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. since 2009. In 2023, she was involved with Country Coffee Central Oregon. 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 network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kelly Hale is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hale serves on the boards of De La Salle College Preparatory and the University of Oregon Health Science Foundation, and he is a co-trustee of a family trust related to a farming operation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Kristi Van Vleck is a financial advisor with Ameriprise in Aurora, OR, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she serves as CEO of KVV Golden Rule Enterprises LLC, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Francisco Valdivieso is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and research to support its retirement-income consulting.

James Schaller is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Schaller is also involved in tax preparation and accounting through his Woodstock Tax Practice in Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

Brittany Castro is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Emily Elder is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has worked at Fisher Investments since 2021. Outside of her advisory role, she is a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and is notable for its centralized investment decision process and extensive sub-advisory relationships.

Denise Patridge is a financial advisor at Charles Schwab with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 1983 and 2005, respectively. 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 separately managed accounts and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Ryan Jones is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First Republic Securities Company and First Republic Investment Management. Outside of his advisory work, Jones is an owner and capital investor in Tackle AI, a technology company specializing in artificial intelligence applications, and he serves on the boards of Transitional Youth, an organization supporting homeless youth in Portland, and NOE International, which provides educational programs in low-income neighborhoods in Mexico. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Natalie Taylor is a financial advisor at UBS Financial Services in Portland, OR, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at First Republic Investment Management, Cable Hill Partners, and Farallon Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

David Herrell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC and Larry Miller Ford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Marc Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for over two decades before joining Cetera in 2025. In addition to his advisory role, he operates a tax preparation and accounting business through Aigner & Co. in Portland, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment managers.