Karen Valadez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2008. Outside of her advisory role, she is involved in a commercial cleaning business in Salem, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Erin Rico is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Erin worked as an Investment Specialist at M Finance and as an Investment Counselor at Fisher Investments. Her expertise spans investment analysis, wealth-building strategies, and risk management. Erin collaborates closely with clients to develop tailored financial plans that align with their goals, emphasizing clear communication, strong relationships, and integrity to support clients on their financial journeys. Outside of her professional work, Erin has interests in art, comedy, social events with friends, music, soccer, and traveling.

Gregory Walls is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with PFS InvestmentS Inc. since 2017 and Primerica Financial Services since 2015. Outside of financial advising, he works as a sales representative for Fleet Fuels and receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors is a large firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by third-party asset managers and provides discretionary separately managed account options.

Anna Farmer is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns a residential rental property in Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Derek Vanderlinde is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been associated with key Investment Services LLC since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee that combines quantitative and qualitative methods to construct globally diversified portfolios, employing tax-aware processes and risk management strategies.

Cameron Schwartz is a financial advisor with Edward Jones in Gresham, OR, holding the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Nike and Pro Unlimited and operates a coaching business called The Confidence Coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Parkin is a financial professional with 18 years of industry experience, currently affiliated with Cetera and Boyce Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked in various financial services roles, including a six-year tenure at Sentry Insurance. Parkin is also the OSJ Manager and financial professional at Boyce Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, catering to over 10,000 advisors and approximately 800,000 clients.

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Adam Gelfand is a financial advisor at Fidelity with Series 63 and Series 66 certifications and five years of industry experience. His prior work includes roles at Merrill, SPECTRUM, All State, K. McCoy Inc, and Mercedes Benz of Princeton. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic methodologies, algorithmic portfolio construction, and multi-manager fund structures.

David Mead is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and currently is also affiliated with Landmark Financial Group. In addition to his advisory role, Mead is involved in selling home-related products through Primerica affiliates and is a member of an independent LLC in Vancouver, WA. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Vertin Alvarez Vargas is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a co-owner of a family rental property business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Leaverton is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and First Republic Investment Management. He is a board member of St. Andrew Nativity School in Portland, Oregon, where he participates in governance and fundraising activities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Brooke Coutrakon is a CFP® professional with 16 years of experience currently advising clients at Morgan Stanley in Vancouver, WA. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Alan Richey is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fisher Investments for nine years and has been with Edward Jones since 2013, including a recent return in 2026. Outside of his advisory work, he is also a driver for a private for-hire service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Billal Manely is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade, Charles Schwab, and Fidelity Investments. Billal works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Mason Arnold is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including at George Fox University and in the food service industry. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Jared Schafer is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Raymond James in 2022, he worked at BMW Portland and Mini of Portland in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by in-house research and a broad range of portfolio management options.

Ryan Piwowarski is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in net investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice.

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.