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 over 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes 26 years at Waddell & Reed, Inc. He is also involved with WRV Limited, LLC and Maxem, Inc., businesses outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. 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 process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Nathan Fuller is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has worked with Fisher since 2013. Outside of his advisory role, Fuller owns and manages an Airbnb rental. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies and risk management techniques.

Mark Roukas is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior firms include Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he provides care for a special needs individual through Assisted Community Ties in Washington County, Oregon. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

William Lusby Jr. is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, SunTrust Investment Services, Edward Jones, Morgan Stanley, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

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 Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial, joining in 2024 after nearly a decade at Cetera Advisors LLC. Frazer is also involved in a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors and employs various investment strategies supported by research tools.

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.

Andrew Mork is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at RBC Capital Markets, LLC. Mork serves on several boards affiliated with Central Washington University, including advising on the financial advisor curriculum and assisting with scholarship fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

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.

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.

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.

Jeffrey Albright is a financial advisor with Edward Jones in Portland, OR, holding CFP®, ChFC®, and Series 63 designations. He has 22 years of industry experience, including 23 years with Edward Jones. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig North is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2013, progressing through various positions including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc. from 2003 to 2013. With 23 years of experience in the financial services industry, Craig is a CERTIFIED FINANCIAL PLANNER™. He focuses on helping families build, preserve, and transfer wealth by understanding their financial goals and personal values. He employs a holistic approach and collaborates with a team of specialists to provide strategic guidance tailored to clients' long-term visions. Craig holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, parenthood, pets, and volunteering.

Rodney Wangler is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior work includes roles at Securities America Inc., Securities America Advisors, SII Investments Inc., and Carillon Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Raquel Hazen is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her background includes positions at Bank of America, DKNY, DoorDash, and Perfume Outlet. Outside of finance, she serves as a registered agent for an eCommerce business, Ethereal Essentials, which is managed by her partner. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Danek is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she is part of The Swancutt, Perkins & Danek Group. In this role, she focuses on retirement and wealth management planning, working closely with clients to address their goals and design realistic financial strategies for the future. She utilizes Merrill's planning tools to assist clients in achieving their investment and retirement objectives. Kristen grew up in Southwest Washington and earned her Bachelor's Degree in Business Administration from Gonzaga University. She holds the Personal Investment Advisor (PIA) designation and is a member of the Gonzaga Alumni Association. Her community involvement includes participation with Portland Parks and Recreation. Outside of her professional work, Kristen is an avid Gonzaga basketball fan and enjoys traveling and spending time with her growing family.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.