Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Kristin Hanneman is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Waddell & Reed, and various insurance agencies. Outside of advisory work, she is involved with KRISTIN E TORRES LLC, a business entity for tax and investment purposes not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, diverse advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Lillian Berry is a financial advisor with Fidelity in Portland, OR, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she has held various roles including independent contractor dog sitting. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction.

Felipe Jasso is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at Ethos Inc., Cole Mills, Bridgetown Wealth Management, and Waddell & Reed Inc. Outside of his advisory work, he is involved in executive coaching through Oregon Executive Coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Anthony Messano is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and OnPoint Community Credit Union. Outside of finance, he is involved in the music industry as the owner of a music recording and publishing company, serves as treasurer and secretary on the board of MusicOregon, hosts a monthly podcast on local music and culture, and performs live music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal and public finance as well as employer advisory programs.

Gregory Schmidlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked for Crown Capital Securities, LP for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Margaret Howell is a financial advisor at Merrill with 10 years of industry experience and a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she works part-time bartending at Forest Hills Golf Course in Cornelius, Oregon. 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.

Yoana Pulley is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and having two years of industry experience. Her prior roles include positions at PricewaterhouseCoopers Bulgaria and US Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.

Nicholas Salisbury is a Series 66-licensed financial advisor with 14 years of experience, currently affiliated with UBS Financial Services in Portland, OR. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Caryn Alles is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a board member for the United Church of God in Portland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Johnson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America since 2019. Her prior experience includes roles at Cano Real Estate and Kodama, LLC. 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 strategies to a range of clients including individuals, high-net-worth clients, and charitable organizations.

Atsuko Zapata Ninomiya is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at Splunk Services Japan for five years and Symantec for nine years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and fiduciary services, providing access to a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Douglas Harman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Raymond James in 2023, he worked for UnionBanc Investment Services LLC for eight years. He also serves as an independent contractor for The Commerce Company, a support entity associated with his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Matthew Chang is a financial advisor at Edward Jones in Beaverton, OR, holding a Series 66 credential with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a broad network of financial advisors and branch offices.

Alec Bethell is a Financial Advisor at Merrill Lynch Wealth Management, specializing in college education planning, legacy planning, and personal retirement planning. He is a Personal Investment Advisor (PIA) with a commitment to helping clients make informed financial decisions that align with their goals and values. Alec places emphasis on building trusting relationships through listening and understanding, delivering thoughtful guidance and ongoing support to assist individuals and families in navigating financial opportunities and challenges. He holds a High School Diploma from San Bentio High School. Alec's professional approach is influenced by his personal interests in fishing, rock climbing, swimming, and volleyball, activities that reinforce patience, discipline, and long-term thinking. His mission is to provide personalized advice and genuine care while maintaining values of trust, integrity, and service.

Emily Alferd is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has been with Merrill since 2019. Prior to her career in finance, she worked in roles at Orangetheory Fitness and Payless ShoeSource, and completed her education at the University of Nebraska Omaha. Outside of her advisory work, she contributes weekly to an Amazon project reviewing kitchen and home products. 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 institutional investors.

Bryan Dockter is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Edward Jones, Massachusetts Mutual Life Insurance Co, and Fidelity Investments. Outside of his advisory work, he owns and manages a rental property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jesus Tafolla is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.