Gregory Miramontes is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

Linnette Ortiz Roldan is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019, following four years at U.S. Bancorp Investments, Inc. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fabiola Thomas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, nA. Outside of her advisory role, she is co-owner of Fab Flowers LLC, a floral business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory to evaluate investment options.

Justin Ghiglieri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management, E*TRADE Securities, and The Vanguard Group. Outside of his advisory role, he is involved in real estate as a licensed agent with HomeSmart. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a range of retail and institutional investment solutions.

Luis Figueredo is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Nautical Life US, and several other companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Alex Sasser is a Series 66-licensed financial advisor with Ameriprise in Vancouver, WA, and has six years of industry experience. Prior to joining Ameriprise, he was self-employed for two years and worked at BioTracking Inc for ten years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement-income recommendations.

Eric Greif is a financial advisor with Ameriprise in Washougal, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner of a mobile home park through Marjak Enterprises. Ameriprise is an institutional firm that offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with Ameriprise-managed accounts.

Ryan Wilkinson is a financial advisor at UBS Financial Services in Portland, OR, holding a Series 66 credential and with four years of industry experience. He previously worked at Lenz Financial Group for seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Oluwabamise Olayisade is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. Olayisade has one year of industry experience, including prior roles at Opsahl Dawson and Futcher CPA Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Dane Schultz Andersen is a financial advisor with Thrivent Investment Management in Vancouver, WA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advising, he serves as a board member of his local Royal Oaks Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes ongoing client relationships and integrates planning with managed-account programs through its WealthPlan offering.

Christopher Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in selling non-variable life and fixed annuity insurance through Temple Financial and Foster Insurance. LPL Financial serves individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brandon Wooters is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Edward Jones in Portland, OR since 2000. Outside of his advisory work, he is involved in residential property management, assisting with light repairs on a rental property managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers various advisory programs, investment solutions, and affiliated financial services.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.

Benjamin Tannarome is a financial advisor with OSAIC in Portland, OR, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Phillips and Company, Cetera, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios comprising a variety of asset types.

John Liu is a Series 66 licensed financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he serves as a trustee overseeing a family trust and is involved as a partner in debt recovery and asset distribution for several private entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and advisory solutions.

Jean Brault is a financial advisor at Wells Fargo Clearing with securities industry designations Series 63 and Series 65 and two years of experience. He has been with Wells Fargo Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maxwell Friedrich is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, 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 provides sub-advisory and retirement plan services.

Gunner Robinson is a financial advisor with RBC Capital Markets in Portland, OR. He holds a Series 66 designation and has experience working in various roles including positions at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. Outside of advisory, his background includes involvement in education and athletics. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a range of advisory programs.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Hoerth is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 65 designation and has been with Fisher Investments since 2013. 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware processes.