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.

Logan Blunt is a financial advisor with LPL Financial in Oregon City, OR, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2025, he worked in various roles including contract administration and accounts receivable specialist at Picon Pacheco LLC dba Andres Landscape. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

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.

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.

Edward Murphy III is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has worked with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Brian Sutton is a CFP® and holds a Series 66 designation with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is based in Gladstone, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Wiens is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has held positions at Capitol Family Office, Inc., Financial Advocates Investment Management, and LPL Financial over his career. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.

Andrew Stevenson is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2017. 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 across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Jeremy Miller is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that uses tools such as Monte Carlo simulations to model outcomes.

Reweti Wiki is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2024. His prior roles include positions at Ernst & Young Tahi Ltd, Edward Jones, and Wells Fargo Clearing. Outside of his advisory work, he is a partner in Te Aotaki Holdings LLC, a company involved in business and professional services related to his wife's publication of small business guides. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.