Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades and has owned and operated Cascade Tax Services and Meyer Bookkeeping Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Nicholas White is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Independent Financial Group, Heritage Financial Services, and United Planners' Financial Services. Outside of his advisory work, he owns a livestock farm raising beef cattle, sheep, pigs, and chickens. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various management options.

Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Tei is a CFP® credentialed financial advisor with 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial. Outside of his advisory role, he has been involved with the McKinley Elementary Parent-Teacher Committee since 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Joseph Good is a financial advisor with Merrill based in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His work history includes roles at Bank of America N.A. and Merrill, as well as positions outside the financial sector at Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kantharaj Kabali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Wells Fargo Bank NA since 2010 and Wells Fargo Clearing Services, LLC since 2016, based in Santa Clara, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Schweitzer is a financial advisor with Fisher Investments in Camas, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2002. Outside of his advisory role, Schweitzer serves on the board of directors for Camas Little League as a softball player agent and is the president of his neighborhood homeowner's association. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process managed by an Investment Policy Committee and offers sub-advisory and retirement plan services through diversified portfolios and risk management strategies.

Kyle Townsend is a financial advisor at Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Kaitlyn Tonai is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at George Fox University, Roger Dunn Golf Shops, Olomana Golf Course, and Punahou School. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Andrew Lee is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment activities. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver customized, algorithm-supported retirement income recommendations.

Lisa Shelton is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wheeler is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ian Borman is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked with MassMutual Investors Services and American National Insurance. He is also president of Dorchester Conference, an educational conference organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals and maintains proprietary and third-party investment strategies.

James Sylvia is a Branch Leader at Fidelity Investments where he focuses on supporting and inspiring his team to help clients achieve their financial goals. His role involves fostering growth among advisors to enable them to effectively assist clients in pursuing their definitions of success. He has been with Fidelity since 2020, previously serving as a Senior Financial Consultant at TD Ameritrade for part of 2020. Prior to that, James worked as a Financial Advisor at Pacific Capital Resource Group from 2015 to 2020. Outside of his professional activities, James has interests in board games, camping, playing musical instruments, painting, puzzles, and writing.

Cameron Mason is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Sagepoint Financial, LPL Financial, and Hornor Townsend & Kent Inc. Mason also serves as a financial advisor and analyst, engaging in research, proposal development, and client solutions strategy. OSAIC serves a diverse client base spanning retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed-account platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment types.

Kevin Kirkpatrick is a financial advisor with OSAIC based in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. In addition to his advisory work, he operates a business brokering life, disability, and fixed annuity insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party services to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kevin Greene is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a range of capital markets and wealth management services, including institutional trading capabilities and fee-based financial planning.

Shall Jue is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held Series 63 and Series 66 designations and previously worked at Merrill for 26 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies executed through in-house and third-party managers, supported by a notable capital-markets footprint and integrated financial services.