Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Tracy Maltby is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Bryce Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is president and owner of Foster & Associates, Inc., a financial services firm, and has experience working with Security Distributors, Inc. and Cetera Advisors LLC. Griffith is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Marci Collis is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 39 years of industry experience, including tenure at Morgan Stanley from 2004 to 2008 before joining UBS in 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market models and research to tailor client portfolios. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Joseph Klink is a financial advisor with Edward Jones in Beaverton, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides services under a fiduciary standard and maintains affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Mercedes Napoli is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Ameriprise for five years and has experience with L'Arche Portland. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting various investment strategies through a large network of investment adviser representatives.

Larry Christiansen is a CFP®-certified financial advisor with 42 years of industry experience. He currently works at Osaic Wealth and has held previous roles at firms including Securities America Advisors, KMS Financial Services, Wells Fargo Clearing, A.G. Edwards & Sons, and First Citizens Investor Services. He operates a separate business under the name Zephyr Investments & Planning Services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services supported by various program models and third-party money managers.

Todd Baird is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Financial Advocates Investment Management, Wells Fargo Clearing, and U.S. Bancorp Investments, among others. He is also involved in operating Next Steps Wealth Management, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Vanaken is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has worked at Cetera Investment Advisors and Cetera Wealth Services since 2025. Outside of his advisory role, he is a tax associate at Pinnacle Tax & Financial Services, where he prepares tax returns and performs administrative and IT duties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers across multiple program structures.

Tyson Hallowell is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Merrill Lynch Pierce Fenner & Smith Inc and Raymond James Financial Services. Outside of his advisory role, he works as a basketball coach and trainer in the Portland area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its extensive retail advisor network and affiliated financial services.

David Vanderploeg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, OR. He has been with Ameriprise and its affiliate since 2005. Vanderploeg also owns Gojisan LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sam Manafi is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds the CFA® designation and Series 66 license and has been with RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.

Hank Clayton is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Phillips & Company. Outside of his advisory work, he has ownership interests in Willamette Cascade Wealth Management, BR Clayton Holdings, and Buckman Construction and Development, which is involved in remodeling and construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk management, and business-owner transition planning.

Jerry Tucker is a financial advisor with OSAIC based in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, SII Investments, and Guardian Life. Outside of his advisory work, he operates a sole proprietorship consulting for off-road racing and vehicle sales. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investing strategies and third-party manager programs.

Matthew Marr is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked previously at U.S. Bancorp Investments for 12 years before joining Raymond James in 2018. Marr is the owner of CMMM Investments, LLC, which is related to the sale of a practice agreement linked to a retirement event. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Kerri Patrick is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2017. Her prior experience includes roles at Sagepoint Financial, OSAIC Services, Commonwealth Financial Network, and Veravest Investment Advisors. She is also involved in non-investment-related business activities through Kerri Patrick, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 investment adviser representatives.