James Wolleck is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and firm-approved planning tools in its financial planning process.

Hannah Forney is a CFP®-certified financial advisor with 11 years of industry experience, currently with J.P. Morgan Securities in Portland, OR. Her prior roles include positions at First Republic Investment Management and Bank of America. 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 combination of advisory and brokerage capabilities.

Theodore Spray is a financial advisor at Ameriprise with Series 66 registration and is based in Portland, OR. He has been with Ameriprise since 2024 and has previous experience working at George Fox University and Hudson's Bay High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security claiming options.

Jeffrey Yandle is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at First Republic Investment Management and First Republic Securities. He serves on the Investment Advisory Committee for the Archdiocese of Portland and is involved with nonprofit organizations such as Candlelighters for Children With Cancer and Catholic Charities in Portland. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Diana Garibay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and has six years of industry experience. She has worked with Wells Fargo Clearing Services, LLC since 2019 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm providing 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, utilizing research and analytics to guide investment decisions.

Janet Galusha is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following a year at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary management, utilizing both in-house and third-party managers to meet clients’ advisory risk profiles.

Yang Su is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals and families in developing personalized financial strategies to align with their long-term goals. Yang focuses on a range of services including education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, as well as individual and corporate investment strategy. Yang also has experience working with clients in sports and entertainment, and retirement income planning. Yang combines thoughtful planning with a disciplined approach to portfolio management, aiming to simplify complex financial decisions and provide clear guidance across various aspects of wealth management and financial wellness. Based in the Pacific Northwest, Yang works closely with clients to understand their unique circumstances and to navigate changing market conditions with confidence. Through relationship building, education, and ongoing communication, Yang strives to create customized financial solutions tailored to clients' objectives, risk tolerance, and life priorities. Yang holds a Bachelor's Degree from the University of Washington and a Master of Business Administration (MBA) from Seattle University. Additionally, Yang has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Chinese, Yang integrates a client-focused approach reflected in the personal philosophy: "I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals." Outside of professional pursuits, Yang enjoys basketball, music, reading, running marathons, singing, skiing, spending time with family, swimming, and traveling.

Timothy Sepich is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Sagepoint Financial and Willamette Financial Group. Outside of his advisory work, he is an active competitive bowler and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Janet Anderson is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2023, following 14 years at Sagepoint Financial, Inc. Janet also holds a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing various strategies that range from proprietary models to third-party solutions, with both discretionary and non-discretionary implementation options.

Brad Gabriel is Vice President and Executive Planning Consultant at Fidelity Investments, where he works with executives to design customized financial plans aimed at achieving long-term financial independence. He collaborates with clients to strategically leverage workplace benefits and other financial resources to enhance savings, investment, and wealth growth. Brad began his career as a Financial Advisor at Pacific Capital Resource Group from 2010 to 2011 before joining Fidelity Investments. His roles at Fidelity have included Financial Representative, Investment Consultant, Financial Consultant, and Vice President and Financial Consultant, culminating in his current position since 2018. Outside of his professional activities, Brad's personal interests include camping, fishing, golf, outdoor adventures, running, and traveling.

Ronald Ellsworth is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he operates a fixed insurance business selling life, health, disability, and long-term care insurance. Cetera is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Gordon Brazington is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds a minority ownership interest in Kodiak Recreational LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Erin Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services since 2008. Outside of her advisory role, Erin works part-time as a pet sitter through Rover.com. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional clients. The firm uses fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting, supported by a large network of advisors and specialized programs.

Jonathan Levine is a CFP®-certified financial advisor with UBS Financial Services in Portland, OR, where he has worked since 1997. He has 33 years of industry experience. Levine serves on the finance committee of Literary Arts, a nonprofit organization promoting reading and writing, and he is treasurer of the Oregon Wine Brotherhood, focusing on wine education and enjoyment. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and proprietary research to tailor financial plans and portfolio management.

Samuel Mattson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Securities, E*TRADE, Principal Life Insurance, Fisher Investments, and Bank of America. He is based in Vancouver, WA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages extensive research and analytics and offers both brokerage and advisory solutions across a large network of advisors.

David Merritt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2016. 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 when recommending strategies.

Evan Timperley is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Columbia Credit Union. Outside of his advisory work, he coaches sports and fitness for the Battle Ground School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and institutional services supported by research and technology-driven investment approaches.

Kyle Kephart is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he had brief engagements with Lularoe Dani Wilgus and Compelling Imaging in 2016. 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.

Keith Johnson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gresham, OR, he holds a Series 63 license. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Meredith is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with Wells Fargo Securities, LLC since 2009 and has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2020. Outside of her advisory role, she owns and manages a rental property in Gearhart, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.