Joshua Hollander is a CFP® professional with 21 years of industry experience, currently serving at UBS Financial Services since 2003. He holds the Series 66 designation and is based in Vancouver, WA. Hollander is a member of the board of directors and treasurer for LEAP Adventure, a nonprofit that offers wilderness programs for individuals facing health, psychological, and socioeconomic challenges. UBS Financial Services provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Andrew Lander is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he engages in freelance writing for Palladium Books. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patricia Darragh is a financial advisor at Edward Jones in Portland, OR, holding the CFP® and Series 63 designations with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee arrangements, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Price is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ian Borgstedt is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Waddell & Reed, Inc. He is involved in business activities outside of his advisory role, including ownership interests in Maxem, Inc. and WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by various research and portfolio management resources.

Daymon Halstead is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Equitable Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Tina Thom is currently a Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she focuses on creating a productive and engaging workplace by empowering associates and partnering with clients to work toward their financial goals. Her experience at Fidelity Investments spans several roles since 2018, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects her involvement in various aspects of financial services and client relationship management. Tina holds a California Insurance License, supporting her work within the financial industry.

Grant Anthony is a financial advisor with LPL Financial based in Hillsboro, OR. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Chicago Capital Funds and held various roles outside the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Mark Roukas is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he assists in caregiving for a special needs individual through a community organization in Oregon. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services and leveraging proprietary research to tailor client strategies.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Krystle Mariano is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at UBS Financial Services in Portland, Oregon, having joined UBS Private Wealth Management in 2022 after six years with Morgan Stanley Private Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Taina Frazer is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisors LLC for nine years. In addition to her advisory role, she is involved in a separate financial business entity for tax and investment purposes. 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 representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Erin Budke is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, along 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Parisi is a financial advisor at LPL Financial with six years of industry experience. He previously worked at Edward Jones for six years and spent nine years with Enterprise Rent-A-Car Company of Sacramento, LLC. 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.

Andrew Mork is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the advisory board for Central Washington University's economics department, assisting with curriculum development and fundraising, and is a member of the Central Washington University Alumni Association Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

George Milne is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1979 and previously worked at Painewebber Incorporated starting in 1978. Outside of his advisory role, Milne serves as an NASD industry arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tamara Still is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She provides financial advisory services from Portland, OR. Outside of her advisory role, she is involved in music services as an organist for weddings, funerals, church services, and recitals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Damon Mapes is a financial advisor at LPL Financial in Hillsboro, Oregon, holding a Series 66 credential with 25 years of industry experience. His prior firms include Cetera and Columbia State Bank. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.