Shawna Vanaken is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. She previously worked at Commonwealth Financial Network for 19 years and has owned Pinnacle Tax & Financial Services LLC since 2005, where she provides tax advising and financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Liza Watkins is a financial advisor at Merrill with 32 years of industry experience, including over 31 years at Merrill. She holds the Series 63 and Series 66 credentials. Outside of her advisory role, Watkins serves on the board of trustees for Richmond Community Church and leads Sunday worship services as a worship leader, organizing music and service order. 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, institutions, and charitable organizations.

Dimitry Makhanov is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2025, he held roles at Columbia Credit Union, Western Governors University, OneDigital Investment Advisors LLC, Morgan Stanley, and E*TRADE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Graeme Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending 20 years at UBS, accumulating over three decades of experience in the financial industry. Graeme has developed expertise particularly in corporate retirement plan distributions, employee stock option and restricted stock plans, along with serving clients in corporate benefits, executive compensation, and portfolio management services. Graeme employs a planning-based approach to help clients prepare for significant life decisions and transitions. He works continuously with clients from the initial goal-setting stage through to the formulation, implementation, and review of customized financial strategies. As a Portfolio Manager, he manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds a Bachelor of Science degree in Economics from Portland State University and is a CERTIFIED FINANCIAL PLANNER® certificant. Graeme is a member of the National Association of Stock Plan Professionals (NASPP), having served as past Portland Chapter President, and is affiliated with the Financial Planning Association. A lifelong resident of Clackamas County, he lives in Happy Valley with his wife, Linda. Outside of work, Graeme participates in outdoor activities such as hiking, fly-fishing, hunting, and traveling and has served on the Happy Valley Parks Advisor Board and organized the Community Garden Project.

Robert Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at CUSO Financial Services and Columbia Credit Union. Outside of his advisory role, he is involved with RLS Investments, LLC, a business entity used 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 nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various research resources and technology tools.

Joel Greenblum is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Greenblum serves as an investment committee member for the Oregon Jewish Community Foundation, contributing to allocation decisions for the organization’s managed funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Roe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors since 2012 in various capacities, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Gregory Cabanos is a financial advisor with LPL Financial, holding a Series 66 designation and based in Vancouver, WA. He began his advisory role at LPL Financial in 2025 and has prior experience with Loyalty Marketing Group, Carsatinvoice.com, Carr Auto Group, and NW Dealer Direct. Outside of financial advising, he is involved in several business activities related to marketing and the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and a range of investment strategies.

Michael Culleton is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as an executor or co-executor of an estate in Tigard, Oregon. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Christina Schwind is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with LPL Financial and has prior experience at IQ Credit Union and CUSO Financial Services, LP. She is involved with IQ Investment Services, an investment-related business activity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Wade Davis is a financial advisor with Cambridge Investment Research Advisors in Vancouver, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and LPL Financial. Davis is also the owner of Davis Global Wealth Management and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment platforms and strategies tailored to client objectives.

Douglas Irish is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Irish & Charuhas LLC and Doug Irish Inc., as well as work with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from its own resources and third-party subadvisors.

Ernest Bosso is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Prudential Insurance Company of America and Cascadia Wealth Management. Outside of his advisory work, he is the owner and author of 10:16 Publishing, a non-investment-related publishing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party investment managers.

Alexandru Varanita is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked with Oregonians Credit Union for multiple years and was involved with D&M Motors/Tire Trends LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Miller is a CFP® professional with 17 years of industry experience, currently advising clients at Edward Jones since 2010. Based in Vancouver, WA, he holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard across its advisory programs.

Christian Coughlan is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at J.P. Morgan Securities. Coughlan is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Harrison is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves on the program committee of the Rotary Club of Portland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies through its network of financial advisors.

Yen Phuong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Key Investment Services and Key Bank. Outside of her advisory role, she is co-owner of Phuong Consulting, a small business involving rental property and minor automotive services managed primarily by her husband. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicole Beck is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2014. Outside of her advisory role, she serves as a budget committee member for the City of Canby, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rian Patrick is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience at Guild Mortgage, Homebridge Financial, and HomeStreet Bank. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.