Edward Bogachuk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Jefferies LLC, Intel, Boeing, and the University of Washington. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages portfolios using a range of mutual funds, ETFs, and ETPs and is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Kelly Garrett is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. Garrett has been with Wells Fargo since 2022 and also works as a server at Rodeo Steakhouse and Grill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of financial advisors and extensive assets under management.

Andrew Eckley is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2014. He has 25 years of industry experience. Eckley is also the president of Andrew Eckley, P.C., a support company, and is a partner in a commercial real estate venture that houses his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephanie Campbell is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a trustee for the Lynda Dinneen Living Trust and Kenneth Dinneen Irrevocable Trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Erin Sanchez is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to her current role, she has also been affiliated with Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Love is a financial advisor with Charles Schwab in Vancouver, WA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he held positions at Office Depot and Albertsons, and worked at Boise State University for eight years. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing infrastructure.

Ryan Johnson is a financial advisor with LPL Financial in Portland, OR, holding a Series 65 credential and two years of industry experience. He has been with LPL Financial since 2023 and has operated AcCount Above since 2015. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Aaron Bean is a financial advisor at Cambridge Investment Research Advisors in Portland, OR, with four years of industry experience. He holds the Series 66 designation and previously worked at HawkSoft, Inc. and Intel, Inc. Outside of his advisory role, he volunteers with The Church of Jesus Christ of Latter-Day Saints. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services, providing tailored strategies through various custody platforms and both proprietary and third-party model solutions.

Alisha Langford is a financial advisor with Mass Mutual Investors Services in Portland, OR, holding a Series 66 credential and having seven years of industry experience. She has been with MML Investors Services since 2017 and with MassMutual since 2016. Outside of her advisory role, Langford is involved as the treasurer of The Estuary Center, an organization focused on creating inclusive communities for people experiencing autism, and serves on the board of Neurotherapeutic Pediatric Therapies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools and a range of investment and planning programs.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Tyson Allred is a financial advisor at LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years and currently has roles at NW Priority Credit Union and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Sean Zimmerman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Outside of finance, he works as an independent contractor model for Ryan Artists and participates in product testing for Nike. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and processes.

Spring Bennett is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Bennett is based in Tigard, Oregon. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a blend of in-house and third-party managers across a range of traditional and alternative investment strategies.

Magdiel Perez Velazquez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes seven years at U.S. Bancorp Investments, Inc. and U.S. Bank. Currently, he is also an associate and licensed financial advisor at OnPoint Community Credit Union and OnPoint Investment Services. 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 institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Kurtis Inouye is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. His career includes long-term roles at Waddell & Reed and various insurance carriers, as well as a six-year period with KONKO Church of Portland. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with research and model portfolios.

Louis Miller is a Financial Consultant at Fidelity Investments, where he assists clients in navigating financial tools and resources to enhance their financial plans. He engages in thoughtful conversations to understand clients' goals and current situations, aiming to develop roadmaps that support progress toward financial success. Louis has been with Fidelity Investments since 2021, holding roles as Planning Consultant, Investment Consultant, and currently as Financial Consultant. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Thrivent Financial from 2016 to 2021.

Michael Burke is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a collaborative environment that supports advisors in assisting clients to achieve their individual definitions of success. Burke has a progressive history with Fidelity Investments, holding various positions since 2014. His experience includes serving as Vice President and Regional Planning Consultant from 2022 to 2023, Vice President and Financial Consultant from 2020 to 2022, Financial Consultant from 2018 to 2020, Investment Consultant from 2015 to 2018, and Financial Representative from 2014 to 2015.

David Hirsch is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon. He has three years of industry experience, including prior roles at Aspiration Financial LLC and Aspiration Partners, Inc. His background also includes positions outside financial services, such as work with Skillz and restaurant-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis, along with tax-aware and risk management strategies.

Andy Murphy is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Columbia Credit Union, CUSO Financial Services, Morgan Stanley, and other firms. He operates under the trade name Columbia Invest and Insure for his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.