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.

Jennifer Humphreys is a Series 66-licensed financial advisor with Edward Jones in Beaverton, OR, and has three years of industry experience. Prior to joining Edward Jones, she worked in the food and beverage industry and was an independent consultant for Rodan + Fields, a skincare company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Seth Krussman is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. He previously worked at SagePoint Financial, Inc. for eight years and has been self-employed since 2013. Outside of his advisory role, he serves as president of Swift Creek Dock LLC, a nonprofit entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services with access to multiple investment platforms, including third-party money managers and unified managed accounts.

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.

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.

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.

Nathaniel Palmer is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Republic Bank and Jefferies LLC. Outside of his advisory role, he is an owner and partner in real estate holding companies, including Oregon Ocean Home LLC and City Center Development Partners LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Cody is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in apartment management consulting and with Uber Technologies. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Dominic Chimienti is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Equitable and Metis Wealth Advisors LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Natalya Hendricks is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of her advisory role, Hendricks is involved with the Oregon Association of Minority Entrepreneurs as a board member on the finance committee and is affiliated with the Oregon Business Resource Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Connor Ness is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He collaborates with clients through a wealth planning process aimed at providing peace of mind in financial decisions. Prior to his current role, he held positions as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining comprehensive experience in financial services. Throughout his tenure at Fidelity Investments since 2014, Connor has developed expertise in client relationship management and investment consulting. His approach focuses on educating and empowering clients and their families to achieve financial success. This extensive experience across multiple roles within the firm contributes to his professional perspective and service delivery.

Amy Walls is a CFP® professional with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors where she has worked since 2016. Her prior experience includes roles at Cambridge Investment Research Inc. and Ameriprise. In addition to her advisory work, she operates as an independent insurance agent and serves as president of Thimbleberry Financial, a DBA entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Erica Heider is a financial advisor at Edward Jones with over 23 years of experience at the firm. She holds a Series 66 designation and is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of advisors and branch offices across the United States.

Wren Hanson Reeb is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2025, Reeb worked at Columbia Credit Union, CUSO Financial Services, Country Financial, Ameriprise, and Beech Creek Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Wendy Markt is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of financial advising, she is a co-owner of Markt & Company Construction, a construction business operating since 2008. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.