Hugo Granja Flores is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Axa Advisors, Colonial Life, and SMI Solutions. Outside of finance, he owns La Victoria Farm, an agricultural business producing hearts of palm in Ecuador. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm works through a network of representatives offering both proprietary and third-party investment solutions tailored to clients' risk tolerance and financial goals.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

Craig Byers is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Merrill, Penn Carrus, and Offerpad in various capacities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research.

Ida West is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her previous roles include positions at Lincoln Financial Advisors, CUSO Financial Services, L.P., and Valic Financial Advisors. She serves as a chapter president for the American Financial Education Alliance and conducts workshops on Social Security and Medicare. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Darik Hoff is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets and Amazon Web Services, as well as a decade at Octavus, LLC. Hoff is based in Lake Oswego, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including corporate financial planning agreements.

Evan Gremillion is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the board and advisory committees of the Portland Japanese Gardens and participates in educational committees at Oregon State University. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Lauren Neary is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 66 licenses. She began her financial advisory career in 2026 and has prior experience in education and wellness-related roles. Neary has worked at organizations such as American Fidelity Assurance Company, Mission Acceleration, and held positions related to yoga instruction and academic support. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and written recommendations on a range of planning topics without discretionary trading authority.

Jason Burke is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Charles Schwab in Portland, OR. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2005. Outside of his advisory role, he owns a single-family rental property. 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Karri Maccluer is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2014. Prior to that, she worked at Foresters Advisory Services, LLC for one year. Maccluer also owns several support companies related to her advisory practice, including Karri MacCluer PC and Kruse Woods Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Caryn Corbin is a financial advisor with J.P. Morgan Securities in Sherwood, OR, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and US Bancorp Inc, and has a longstanding role as a self-employed musician performing as a percussionist with orchestras and ensembles on a contractor basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is the owner of Anderson Wealth Management, a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Negar Koushkakinejad is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America, Merrill, Ameriprise, and BMO Bank NA. Outside of advising, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband, though she is not involved in its day-to-day operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Joshua Nierenberg is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, Nierenberg had roles outside the financial industry, including work with Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. He is currently involved with Jain Fulfillment LLC. 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 investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Meek is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and having 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2023, he spent over a decade with Northwestern Mutual in various roles. Outside of his advisory work, Mark owns and operates a small goat farm that rents goats for vegetation management, and he serves as a freshmen head coach and equipment coordinator for youth football in his community. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, goal-focused planning supported by firm-approved analytical tools.

Keenan Brewer is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Oregon State University and VB Windows LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in various investment programs.

Brian Singer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank, N.A., and SMB Financial Services, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Stalsberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Wells Fargo since 2016, including prior service at Wells Fargo Advisors, LLC. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Robb is a financial advisor at Robert Baird & Co. in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, tailored to client goals and risk tolerances.