Benjamin Howell is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at D.A. Davidson & Co. for eight years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis through analytical planning and portfolio recommendations.

Marcia Wolly is a financial advisor at Raymond James Financial with 21 years of industry experience and holds a Series 65 designation. She is also the president and sole owner of Primary Research, Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, leveraging firm research and various implementation options while maintaining client decision authority.

Joseph Brazil is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and has been associated with Stone & Youngberg LLC since 2001. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Marcia Moore Hull is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she is an owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kent Rudisill is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as secretary and finance committee member of the Eliot Tower Home Owners Association in Portland, Oregon. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational platform.

Otoniel Maxwell is a financial advisor at Edelman Financial Engines in Portland, OR, holding a Series 65 credential with four years of industry experience. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, Mariner Wealth Advisors, and Fisher Investments. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios and both discretionary and non-discretionary management options.

Abel Estraviz is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Merrill, Bank of America, and AXA Advisors, as well as experience in property management and university employment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chase Muro is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Orchard Hills Golf and Country Club and operated a self-employed landscaping business for seven years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Stephen Aaron is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in managing several real estate and business entities, including co-ownership of Encore Growth Partners. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary advice supported by algorithmic tools and oversight committees.

Kyle Cox is a financial advisor with OSAIC in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory role, he is involved in insurance brokerage, specializing in life, health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions and platform transitions.

Aaron Daugherty is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Entertainment Properties Inc. Outside of finance, he manages a tiki bar and karaoke lounge called The Alibi and serves as an intelligence analyst with the Oregon Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Patrick Cummings is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he serves on the Board of Directors for Cascade Policy Institute and De La Salle North Catholic, and participates on the Mt. Hood Ski Patrol committee overseeing the endowment’s portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and integrates capital-markets capabilities and alternative investment options.

Tyler Chormicle is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services LLC since 2018, following five years at Wells Fargo Bank, N.A. His practice is based in Vancouver, Washington. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory within available custodial platforms.

Sarah Heesacker is a ChFC® and holds a Series 66 license with Edward Jones, where she has worked since 2016. She has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Bruce Trang is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Bruce holds Series 63 and Series 65 licenses and is based in Vancouver, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Daniel Stuckart is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Primerica Advisors since 2021 and has prior experience at Rosendin Electric, Proline Contracting LLC, Primerica Financial Services, and Quality Electric Inc. In addition to advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michelle Skinner is a financial advisor at OSAIC based in Portland, OR, with 2 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Resource Financial Planning, Victory Financial Planning, tru Independence, XY Planning Network, Edelman Financial Engines, and Farm Credit West. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation and portfolio construction tools and supports both discretionary and non-discretionary account management.

Brian Nelson is a financial advisor at Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.