Sierra Muecke is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, she was with Foresters Advisory Services and Foresters Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. 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 across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Laura Aeschliman is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2023. Prior to this, she worked for seven years at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and several accounting firms where she provided CPA services. She is also the owner of Reaves & Co CPA, a tax preparation and accounting business in Vancouver, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management.

Catherine Rath is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. She provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of focus include college education planning, equity compensation services, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds the designation of Personal Investment Advisor (PIA). Catherine earned her Bachelor's Degree from Tulane University and is a member of the Omicron Delta Epsilon Economics Honors Society as well as Women in Insurance and Financial Services (WIFS). She is involved in community initiatives such as the Portland Food Forest Initiative and Rose's Restaurant Group Emergency Staff Relief Fund. She is fluent in English and French.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Werth is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 designations with 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 financial planning process supported by firm‑approved tools and analysis.

Christopher Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 28 years of industry experience. Prior to joining Raymond James in 2018, he worked for U.S. Bancorp Investments for 15 years. Meyer serves as an officer and member of the finance and investment committees at William Temple House, a nonprofit organization. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Kimberly Cimmiyotti is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. In addition to her advisory work, she is a notary and operates a business entity, Cimmiyotti Financial, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides diverse advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Elishah Mcdaniel is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Grace Moynihan is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill and Bank of America/Merrill, and has experience outside finance including a role at Moet Hennessy. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor plans according to clients’ goals and risk tolerances.

Ronald Barnette is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has prior experience at Pacific NW Federal Credit Union, CUSO Financial Services, Fisher Investments, and U.S. Bancorp Investments. Barnette operates under the trade names iQ Investment Services and Pacific NW Investment Services. LPL Financial is a national 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 both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Miller Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. He serves as a trustee of a family trust. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group to inform asset allocation and financial planning.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Brian Crawford is a financial advisor at Fisher Investments with 7 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 uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers services such as sub-advisory and retirement plan management.

Matthew Richardson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill Lynch 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Khamsouk is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides a range of sub-advisory and retirement plan services.

Jeffery Terrill is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing financial guidance to business owners, entrepreneurs, senior executives, and high-net-worth families. He focuses on helping clients navigate complex wealth management issues, particularly in areas such as pre-liquidity-event planning, tax-sensitive investing, and legacy planning. Jeff collaborates closely with clients and their advisors to position businesses for sale or transfer and supports clients in managing lifestyle cash flows and long-term wealth preservation. A graduate of Washington State University with a Bachelor's degree in Business Administration and a minor in Real Estate, Jeff also holds an Associate's degree from Peninsula College. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor® and holds additional professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Jeff has been recognized nationally on Forbes' "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists for multiple years. He serves on the Finance Advisory Board at Washington State University's Carson College of Business. Jeff resides in Lake Oswego with his wife and two sons. Outside of work, he enjoys basketball, biking, boating, fishing, football, gardening, hiking, tennis, traveling, and spending time with his family.

John Donnelly is a financial advisor at Morgan Stanley in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, First Republic Bank, and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individual 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 services both directly and through Corporate Financial Planning agreements.