Denise Patridge is a financial advisor at Charles Schwab with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 1983 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Ryan Jones is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First Republic Securities Company and First Republic Investment Management. Outside of his advisory work, Jones is an owner and capital investor in Tackle AI, a technology company specializing in artificial intelligence applications, and he serves on the boards of Transitional Youth, an organization supporting homeless youth in Portland, and NOE International, which provides educational programs in low-income neighborhoods in Mexico. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Natalie Taylor is a financial advisor at UBS Financial Services in Portland, OR, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at First Republic Investment Management, Cable Hill Partners, and Farallon Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

Katherine Fisher Schultz is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She previously worked at Morgan Stanley for seven years and Citigroup Global Markets for five years. Outside of her advisory role, she owns a residential property managed under a rental agreement. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Herrell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC and Larry Miller Ford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Marc Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for over two decades before joining Cetera in 2025. In addition to his advisory role, he operates a tax preparation and accounting business through Aigner & Co. in Portland, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment managers.

Sierra Muecke is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, she was with Foresters Advisory Services and Foresters Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Laura Aeschliman is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2023. Prior to this, she worked for seven years at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kassandra Grove is a Series 66 licensed financial advisor with Morgan Stanley, based in Lake Oswego, OR, and has four years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work at Al's Garden and Home and the University of Portland. Outside of advising, she is an officer at Grove Custom Fabrication LLC, a construction and engineering business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Catherine Rath is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. She provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of focus include college education planning, equity compensation services, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds the designation of Personal Investment Advisor (PIA). Catherine earned her Bachelor's Degree from Tulane University and is a member of the Omicron Delta Epsilon Economics Honors Society as well as Women in Insurance and Financial Services (WIFS). She is involved in community initiatives such as the Portland Food Forest Initiative and Rose's Restaurant Group Emergency Staff Relief Fund. She is fluent in English and French.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Werth is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 designations with 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and analysis.

Christopher Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 28 years of industry experience. Prior to joining Raymond James in 2018, he worked for U.S. Bancorp Investments for 15 years. Meyer serves as an officer and member of the finance and investment committees at William Temple House, a nonprofit organization. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Teri Moomaw is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in client advice.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

James Wright is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a Medicare advisor through a separate activity, assisting individuals enrolling in Medicare. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Kimberly Cimmiyotti is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. In addition to her advisory work, she is a notary and operates a business entity, Cimmiyotti Financial, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides diverse advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Elishah Mcdaniel is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Grace Moynihan is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill and Bank of America/Merrill, and has experience outside finance including a role at Moet Hennessy. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor plans according to clients’ goals and risk tolerances.