Tay Jacoby Fries is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Wells Fargo Advisors since 2024. Prior to this, Fries worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved as an owner and trustee in investment-related businesses in Portland, Oregon. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through extensive research and planning tools. The firm provides a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, with optional implementation through various brokerage and advisory programs.

Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Justin Royster is a Series 65-licensed advisor at Fisher Investments with 15 years of industry experience. He has been with Fisher Investments since 2009. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, with strategies that include tax-aware processes and defensive tactics to manage risk.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within various Morgan Stanley entities since 1992, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a director for Crossroads Community Church, a nonprofit organization. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages trillions in client assets and offers a broad range of investment and financial planning programs.

Brett Thomas is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and involvement in athletic coaching and administration at the high school and collegiate levels. He serves as an assistant baseball coach for Tigard Baseball. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm employs a centralized retirement-income consulting team that delivers data-driven, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Joseph Williams is a financial advisor with LPL Financial in Camas, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Charles Schwab, spanning over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

George Blanchard is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2008, with earlier experience at Phillips & Company. Outside of his advisory role, he is involved in the creative sector through Studio Seven60, where he participates in activities supporting creators and artists. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs. The firm combines research, planning tools, and advisory services with brokerage products and other financial offerings.

Matthew Tuttle is a CFP® with 19 years of experience at Edward Jones, where he has worked since 2007. He holds a Series 66 license and is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Jane Miller is a CFP®-certified financial advisor with 25 years of industry experience. She currently serves with LPL Financial and has prior experience at Wells Fargo Advisors, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research and operational tools.

Emily Dean is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. She was previously with the Professional Educational Services Group for one year before joining Fisher Investments in 2017. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and serves a significant non-U.S. client base through sub-advisory and separate account management.

Edward Ferguson is a CFP®-certified financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2006. He has 24 years of industry experience and holds a Series 66 license. Outside of his advisory role, Ferguson is an active musician and serves on the boards of Ferguson Murphy Charities, which provides bikes for low-income children, and Catholic Charities, where he advises on investment accounts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Cameron Sommer is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and held a position at Portland State University. He is also involved with Illuminate Financial Group, LLC as a financial professional. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers advice through a network of representatives and relies on a variety of third-party advisory programs and discretionary management solutions.

Elizabeth Barry is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at Willamette Financial Advisors, LLC, Oregon State University, Volco Consulting, and McGee Wealth Management. Barry is also the founder of Timeless Wealth Management, LLC, an additional advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Ryan Krause is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. His prior work includes positions at JPMorgan Chase Bank, N.A. from 2012 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

Austin Larson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. His prior work experience includes roles at ADP, Aloft Hotels, the Dusk Music Festival, and the University of Arizona. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Marie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 12 years of industry experience. She has been associated with Raymond James since 2016 and also works with Kruse Woods Financial Partners as an associate and assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting, with specialized municipal and public-finance capabilities uncommon among large advisors.

Kaitlyn Winn is a CFP®-designated financial advisor with J.P. Morgan Securities in Portland, OR, and has nine years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Robin Jacobson is a financial advisor with Edward Jones in Oregon City, OR, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Jacobson is involved in film production, sourcing and producing local pilots and short films through Rising Films Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

David Levine is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Emerson Equity LLC, Mc2 Ventures, and Versity Investments, among others. He is a partner in MC2 Ventures, a marketing business operated by his spouse, with no active duties. Fidelity’s Strategic Advisers LLC, where Levine is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a universe of mutual funds, ETFs, and ETPs.