Wren Hanson Reeb is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2025, Reeb worked at Columbia Credit Union, CUSO Financial Services, Country Financial, Ameriprise, and Beech Creek Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

John Hein is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware risk management strategies.

Matthew Justis is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns and operates a farm in Washougal, Washington, where he tends to livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of roughly 23,700 advisors.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.

Wendy Markt is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of financial advising, she is a co-owner of Markt & Company Construction, a construction business operating since 2008. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Joshua Hollander is a CFP® professional with 21 years of industry experience, currently serving at UBS Financial Services since 2003. He holds the Series 66 designation and is based in Vancouver, WA. Hollander is a member of the board of directors and treasurer for LEAP Adventure, a nonprofit that offers wilderness programs for individuals facing health, psychological, and socioeconomic challenges. UBS Financial Services provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Andrew Lander is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he engages in freelance writing for Palladium Books. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patricia Darragh is a financial advisor at Edward Jones in Portland, OR, holding the CFP® and Series 63 designations with 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee arrangements, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Price is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ian Borgstedt is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Waddell & Reed, Inc. He is involved in business activities outside of his advisory role, including ownership interests in Maxem, Inc. and WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by various research and portfolio management resources.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Mark Roukas is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he assists in caregiving for a special needs individual through a community organization in Oregon. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services and leveraging proprietary research to tailor client strategies.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. 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 institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Krystle Mariano is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at UBS Financial Services in Portland, Oregon, having joined UBS Private Wealth Management in 2022 after six years with Morgan Stanley Private Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Taina Frazer is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisors LLC for nine years. In addition to her advisory role, she is involved in a separate financial business entity 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 national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Erin Budke is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, along 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Mork is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the advisory board for Central Washington University's economics department, assisting with curriculum development and fundraising, and is a member of the Central Washington University Alumni Association Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

George Milne is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1979 and previously worked at Painewebber Incorporated starting in 1978. Outside of his advisory role, Milne serves as an NASD industry arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.