Gabriela Moran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked exclusively with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Frederic Luyties IV is a CFA® charterholder with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2009. He is based in Portland, OR. In addition to his advisory role, he serves as a personal representative for his mother in matters related to investments. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Karl Fiebiger is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMC BANK NA (Northwest). Before his financial services career, he spent 13 years at Johnny Rockets Group, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Delsin Ho is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Dixon is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes multiple roles at the University of Oregon and a position at Bob's Red Mill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fisher Investments and Personal Capital Advisors Corporation. Outside of advising, he has songwriting royalties associated with Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and offers additional services such as tax-efficient solutions and securities-based lending.

Spencer Schmid is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has previously worked at Bank of America, Point West Credit Union, and Wells Fargo. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Jason Liebl is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family mineral trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Koukoumanos is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2020. Outside of finance, he is involved in Greek folk dancing as a dance instructor and director for a high school group at Holy Trinity Greek Orthodox Cathedral. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs, with planning engagements focused on collaborative goal analysis and written recommendations.

Matthew Ferrua is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having one year of industry experience. He has worked at LPL Financial since 2022 and previously spent four years at Nick Krautter PC and Keller Williams Portland. Outside of his advisory role, he is involved with RPI Real Estate, focusing on mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Gross is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and four years of industry experience. He has worked at UBS Financial Services since 2017, with a brief tenure at Global Retirement Partners in 2018-2019, and has experience at Dominican University of California. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and access to a broad range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerance.

Alexander Culhane is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles at Arizona State University, Northern Arizona University, and involvement with the Progressive Turnout Project. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its affiliated entities.

Marilyn Morrissey is a financial advisor with LPL Financial, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and she has operated The Morrissey Group, LLC since 1982. In addition to her advisory role, she is involved in tax preparation and accounting services through The Morrissey Group LLC. 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 consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party providers.

Chelsea Dwyer is a Financial Advisor at Merrill Lynch Wealth Management. She takes a client-centered approach to wealth management, beginning with understanding each individual’s life priorities, family, and financial situation. Chelsea’s goal is to collaborate with clients to create personalized plans tailored to their goals and aspirations. With a background in both finance and psychology, Chelsea focuses on learning about each client’s motivations and definitions of financial success, whether that means traveling the world or leaving a legacy. She is particularly dedicated to supporting women investors by addressing their unique financial challenges and empowering them through education. Chelsea holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Western Washington University. Outside of her professional work, Chelsea enjoys baseball, cooking, traveling, yoga, and spending time with her husband and dog.

Matthew Simon is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Stephanie Palomino is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She previously worked at M Holdings Securities, Inc., Merrill, Bank of America, N.A., the US Securities & Exchange Commission, the US Bankruptcy Court, and TTE Law Group LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Walker Albrecht is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pinnacle Partners, and held other roles outside the financial industry. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs a multi-asset strategic allocation approach supported by centralized custody and supervision.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Whipple is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Columbia Bank, and Fidelity Brokerage Services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides customized, non-discretionary advisory solutions and has specialized programs for small business retirement plans alongside a notable presence in municipal and public finance.

Curtis Shirey is a financial advisor with LPL Financial in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles at Waddell & Reed and managing his own business, Curtis Shirey. Outside of his advisory work, he has been involved in non-variable insurance and operates as a communication coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.