Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. She is a co-author of the retirement planning guide, The Retirement Trail Map. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on reliable income sources and tax-aware withdrawal strategies.

Kim Dexter is a financial advisor with LPL Financial in Tigard, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is co-owner of Pacific Shield Coatings, Inc., a painting business based in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nathan Jones is a Series 66-registered financial advisor with Thrivent Investment Management in Portland, OR, with seven years of industry experience. Prior to his current role, he worked for Portland Parks and Recreation for two years. Outside of his advisory work, Jones is co-owner of a seasonal business renting inflatable paddle boards and kayaks in the Portland area. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of planning areas. The firm’s approach combines holistic, goal-based analyses with ongoing planning relationships, while keeping planning services separate from managed accounts.

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Joshua Golston is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Cummins Inc for one year. Edward Jones is a full-service wealth management firm serving millions of individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Josh Rand is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 66 designation and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Hugo Granja Flores is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at Axa Advisors and Colonial Life, and outside of finance, he owns and operates La Victoria Farm in Ecuador, which produces hearts of palm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of firm programs and third-party managers.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has four years of industry experience. He previously worked in the Camas School District for eight years before joining Fisher Investments in 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and may employ tax-aware and defensive strategies to manage risk.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

Craig Byers is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Merrill, Penn Carrus, and Offerpad in various capacities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research.

Ida West is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her previous roles include positions at Lincoln Financial Advisors, CUSO Financial Services, L.P., and Valic Financial Advisors. She serves as a chapter president for the American Financial Education Alliance and conducts workshops on Social Security and Medicare. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Darik Hoff is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets and Amazon Web Services, as well as a decade at Octavus, LLC. Hoff is based in Lake Oswego, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including corporate financial planning agreements.

Evan Gremillion is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the board and advisory committees of the Portland Japanese Gardens and participates in educational committees at Oregon State University. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Shane Weisman is a financial advisor with Ameriprise in Camas, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Weisman is involved in property development through ownership in Northwest 23rd Luxe LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis. The firm provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lauren Neary is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 66 licenses. She began her financial advisory career in 2026 and has prior experience in education and wellness-related roles. Neary has worked at organizations such as American Fidelity Assurance Company, Mission Acceleration, and held positions related to yoga instruction and academic support. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and written recommendations on a range of planning topics without discretionary trading authority.

Jason Burke is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Charles Schwab in Portland, OR. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2005. Outside of his advisory role, he owns a single-family rental property. 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and access to alternative investments within an integrated operational structure.