Kenneth Miller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following seven years at UBS Financial Services. He is based in Portland, OR. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joseph Regan is a financial advisor with Wells Fargo Clearing in Portland, OR. He holds Series 63 and Series 65 credentials and has 10 years of industry experience, all with Wells Fargo-related entities. Outside of his advisory work, he serves as a high school basketball referee with the Portland Basketball Officials Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Braden Taylor is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has worked at multiple firms including PNW Wealth Advisors and Northwestern Mutual. Outside of finance, he is employed as a pro shop attendant at Camas Meadows Golf Course. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to proprietary and third-party research and model portfolios.

Jessica Monsrud is a financial advisor at Fisher Investments with 10 years at the firm and 5 years of industry experience. She holds a Series 65 designation. Fisher Investments serves a global client base that includes 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 combines quantitative and qualitative research to construct diversified portfolios across various asset classes.

Neil Zellick is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo-affiliated entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Turpin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Raymond James since 2015 and was previously associated with Zivney Financial Group. Outside of his primary role, he is involved as a financial advisor with Ollerenshaw Wealth Management. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a broad network.

Rachael Alphonso is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served as an Investment Consultant with the same firm from 2023 to 2026. Her professional background includes positions in financial services and leadership roles at First Tech Federal Credit Union from 2014 to 2019, as well as experience at Greater Nevada Credit Union from 2013 to 2014. Rachael holds a California Insurance License, supporting her expertise in financial planning and client advisory services. She is committed to building strong client relationships and providing personalized financial strategies that help clients protect and grow their portfolios. Outside of her professional life, Rachael enjoys camping, cooking and baking, family activities, gardening, motorcycles, and spending time with pets.

Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Stuart Munro is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Ashley Hartley is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America and Portland Community College. Hartley serves as a board member and director of coaches for South Beaverton Youth Cheer. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Stacy Smith is a Series 65-registered financial advisor with Fisher Investments, located in Camas, WA. She has 14 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and risk management techniques.

Andrew Eggert is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at CUSO Financial Services, J.P. Morgan Securities, and Bank of the West. Outside of his advisory duties, he serves as Vice President on the charitable board of the Oregon Children's Theatre Company and is owner of two private businesses focused on property management. 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 employs research and analytics to support diversified portfolio construction and offers both brokerage and advisory solutions.

Catherine Henry is a CFP® certified financial advisor with over 10 years of industry experience. She has been with UBS Financial Services since 2011, including her current tenure beginning in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management strategies.

Stuart Morrice is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Columbia Threadneedle Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

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.

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.