Peter Hayes is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2009. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory management and retirement plan solutions.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.

Zachary Kill is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Finity Group, LLC, where he holds a position related to insurance, benefits, and human resources. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both discretionary and non-discretionary management, leveraging model portfolios, research, and various technology-enabled solutions.

Brian Allen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has worked with Fidelity Investments since 2012, initially serving as a Financial Consultant before his current role. Prior to that, he was a Registered Associate at Morgan Stanley from 2010 to 2012 and began his career as an Investment Banking Analyst at WR Hambrecht & Co. from 2007 to 2010. With over a decade of experience, Brian has worked extensively with high net worth clients, helping individuals and families develop, implement, and maintain financial plans. His professional background reflects a focus on wealth planning and assisting clients in achieving their financial goals. Brian is a Stanford University alumnus and a former professional athlete. Outside of his professional career, he enjoys camping, family activities, fishing, football, hiking, and traveling.

Matthew Brown is a financial advisor at Fisher Investments with 21 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2005. 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 equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios.

Lesley Tylczak is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she operated Tylczak BANG! and spent six years at the University of Minnesota’s Department of Entomology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Hayden Loboy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wedbush Securities and Fisher Investments. He has also been involved with the Eugene Swim & Tennis Club and other community recreational organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Michael Lindhorst is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients at Merrill Lynch since 1995, offering personalized wealth management strategies tailored to individual investment risk, time horizon, and goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to create comprehensive financial strategies for his clients. Michael holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Mt View High School. Throughout his career, he has utilized Merrill's research and investment platform to build portfolios tailored specifically for his clients. Outside of his professional work, Michael is interested in various adventure sports including biking, fishing, golfing, hiking, hunting, and skiing. He also enjoys spending time with his family and woodworking.

Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Avery Culp is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and having less than one year of industry experience. Prior to joining LPL Financial, Avery’s work history includes roles in education at Point Loma Nazarene University, Clark College, and several other educational institutions. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brennan Turner is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. Turner is also involved with Lake Oswego High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Daniel Sarkissian is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including seven years at Edward Jones prior to joining LPL Financial in 2023. Outside of his advisory work, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Racheal Perry is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and TCW Funds Distributors prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Whittaker is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously was with AXA Advisors, LLC from 2014 to 2018. Whittaker holds the Series 65 and Series 63 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals offering customized investment strategies and a range of platform options.

Josh Teubner is a financial advisor with Fisher Investments, holding a Series 65 designation and 18 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services using a centralized investment approach.

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors through 2020. Outside of his advisory role, he serves as managing partner of Illuminate Financial Group LLC and is the Vice President of the Board of Directors and a soccer coach for the Foothills Soccer Club in Portland. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of advisers, utilizing both proprietary and third-party solutions tailored to client risk tolerance and goals.

Heather Hall is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 11 years of industry experience and has been with Fisher Investments since 2009. 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 equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.