Brent Usher is a CFP®-certified financial advisor with Ameriprise in Portland, OR, with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2012. Outside of his advisory role, he serves as Vice President of Gojisan LLC, a financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Arthur is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for the Portland Rotary Charitable Trust and Friends of Crater Lake National Park. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Wilmington is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services Inc. Wilmington is also associated with OnPoint Community Credit Union as a financial advisor. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized advisory programs.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. 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 broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Megan Abbott is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. She has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Robert Kays is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and previously spent 27 years with Kms Financial Services. Outside of his advisory role, he is involved with Risk Management Insurance Services Inc., an insurance agency he has been associated with since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options through a large network of investment adviser representatives.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Kristin Hanneman is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley, Merrill, Citigroup Global Markets, and Waddell & Reed, among others. She maintains a business entity, Kristin E Torres LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lillian Berry is a financial advisor with Fidelity in Portland, OR, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she has held various roles including independent contractor dog sitting. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction.

Felipe Jasso is a financial advisor affiliated with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior work includes roles at Ethos Inc., Cole Mills, and Waddell & Reed Inc. Outside of financial advising, he is involved in life coaching through Oregon Executive Coaching. 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, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.

Jason Helbig is a Certified Financial Planner (CFP®) with 21 years of industry experience, all of which he has spent at Ameriprise since 2005. He serves as a trustee of an irrevocable trust involving securities investments where he acts in a fiduciary capacity. He has also provided expert witness statements related to asset allocation, diversification, and retirement income generation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrea Umenhofer is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that consider income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors like Ms. Umenhofer.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Anthony Messano is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and OnPoint Community Credit Union. Outside of finance, he is involved in the music industry as the owner of a music recording and publishing company, serves as treasurer and secretary on the board of MusicOregon, hosts a monthly podcast on local music and culture, and performs live music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal and public finance as well as employer advisory programs.

Margaret Howell is a financial advisor at Merrill with 10 years of industry experience and a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she works part-time bartending at Forest Hills Golf Course in Cornelius, Oregon. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yoana Pulley is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and having two years of industry experience. Her prior roles include positions at PricewaterhouseCoopers Bulgaria and US Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.

Nicholas Salisbury is a Series 66-licensed financial advisor with 14 years of experience, currently affiliated with UBS Financial Services in Portland, OR. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Caryn Alles is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a board member for the United Church of God in Portland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Johnson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America since 2019. Her prior experience includes roles at Cano Real Estate and Kodama, LLC. 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 strategies to a range of clients including individuals, high-net-worth clients, and charitable organizations.