Jeffery Bratt is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery and firm-approved tools, integrating proprietary market outlooks and scenario modeling while generally acting in an advisory capacity rather than providing individual security recommendations.

Alan Lyons is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 planning process that incorporates firm-approved tools and market simulations.

David Brown is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for nine years. Outside of his advisory role, he owns a photography business specializing in action sports and portraits and oversees operations at Vista NW WM, LLC. 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting clients through various advisory programs and institutional consulting.

Gregory Soergel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Corporate Retirement Benefit Services. He focuses on helping business owners and their employees maximize the value of their company’s 401(k) retirement plans through education and tailored support. Gregory provides 401(k) education and support to corporate retirement clients, utilizing his expertise to simplify complex financial issues into clear, workable strategies. Gregory began his career in the investment industry in 1999 and joined Merrill Lynch Wealth Management in 2010. He holds multiple professional designations, including Chartered Retirement Plans Specialist (CRPS™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Maryland in 1993. Born in California and raised in the Washington D.C. area, Gregory has lived in the Pacific Northwest since 1997. Outside of his professional work, he enjoys spending time with his two young sons and engaging in activities such as basketball, biking, golfing, and hiking.

Marc Duquella is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. 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 using a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

Michael Allen is a financial advisor at Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses with 10 years of industry experience. Prior to joining Wells Fargo, he worked at Lincoln Financial Advisors and its affiliated firms. Outside of his advisory role, he owns NWIFL LLC, a business that provides process improvement, CRM software, automation services, and SEO-related work including web article writing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Qian Huang is a financial advisor at Merrill with eight years of industry experience. Huang holds the Series 66 designation and has worked at Bank of America and Merrill 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Damon Dishman is a financial advisor at Wells Fargo Clearing with over 25 years at the firm and holds a Series 66 designation. He is the owner of A&E LLC and provides strategic insights to The Best Health and Personal Care Store LLC, which offers e-commerce solutions for health and personal care product companies. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kayla Davenport is a financial advisor at Fisher Investments with six years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio construction.

Jacqueline Kotan is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Bank and Wells Fargo Clearing since 2016 and 2021, respectively. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Bevans is a financial advisor with Wells Fargo Clearing based in Vancouver, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of finance, he owns and manages two non-investment businesses: an import/retail company and a mall kiosk operation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of advisory, financial planning, and retirement consulting services, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Thomas Bradley is a Series 65–licensed financial advisor at Fisher Investments in Portland, OR, with 12 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and defensive strategies to manage risk and positioning.

Tomie Schmidt is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she manages a property management business in Vancouver. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and various investment strategies but generally acts in an advisory capacity rather than as an ERISA fiduciary unless specifically engaged.

Norah Winkler is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016. Outside of her advisory role, she is a martial arts instructor for the Godai Ninpo Association. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and risk management techniques across diverse asset classes.

Henry Johnson IV is a financial advisor at Edelman Financial Engines with four years of industry experience. He previously worked at Edward Jones and spent over three decades at IBM Corporation. Johnson holds Series 63 and Series 66 credentials and is based in Portland, OR. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment strategies.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Lance Boyce is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Boyce Financial Group, and Crosscoast Legacy Partners, where he is co-owner and leads recruitment efforts. Boyce also serves as owner and president of Boyce Financial Group, LLC, focusing on asset management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Geoffrey Marvin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include work at Rosebud Media and Deseret News, as well as a position at Brigham Young University–Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Sirinan Gypmantasiri is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management with over 20 years of experience in wealth management. She works closely with clients to understand not only their financial situations and ambitions but also their feelings and attitudes, developing personalized financial lifestyle strategies that address their unique goals and concerns. Her client base includes successful women executives, business owners, and real estate investors, as well as individuals managing new wealth and preparing for retirement or other significant life events. Sirinan holds a Bachelor's degree in Finance from Portland State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She began her career in 2001 at Smith Barney (later Morgan Stanley) and joined Merrill in 2010. Based in Portland, Oregon, she is part of a team that manages nearly $2 billion in assets, primarily serving clients on the West Coast and across the country. In addition to her professional work, Sirinan is involved with the Oregon Ballet Theatre and the Oregon Humane Society. She speaks both Thai and English and enjoys personal interests including cooking, gardening, photography, reading, rock climbing, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Kerin Clark is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Gradient Advisors, LLC, Nordstrom, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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 affiliated and third-party managers.