William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Blake Pedersen is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA from 2016 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Loughney is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002, including 15 years at Ameriprise Financial Services, Inc. His outside activities include real estate ownership in Limon, Panama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. 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 and investment solutions, supported by a large nationwide network of advisors and branch offices.

Arin Iavicoli is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios while implementing tax-aware and risk management strategies.

Samantha Wiggins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior roles include positions at EWGA, Swiggins LLC, various insurance carriers, and Waddell & Reed, Inc. She also manages a small business entity unrelated to investments. 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 a wide range of advisory and brokerage services utilizing diverse investment strategies and technology tools, supported by a large network of investment adviser representatives.

Emmanuel Balandi is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held multiple roles within Fidelity, including Investment Consultant, Planning Consultant, and Financial Representative, demonstrating a progressive career within the financial services industry. Prior to joining Fidelity, Emmanuel worked as an Investments Operation Specialist at M Financial, an Annuity Counselor at Fisher Investment, and a Wealth Advisor Associate at Morgan Stanley. With over a decade of experience in financial services, Emmanuel specializes in simplifying financial planning and navigating complex financial situations through clear communication and transparency. His approach emphasizes establishing genuine connections with clients and tailoring financial strategies to their unique goals. Outside of his professional work, Emmanuel enjoys fishing, exploring culinary experiences, outdoor adventures, reading, playing tennis, and traveling.

Kevin Fredrickson is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Waddell & Reed Inc and six years with Raymond James Financial Services Advisors, Inc. He is also involved as a Branch Associate with PDX Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client decision-making, with unique municipal advisory capabilities and specialized SIMPLE IRA consulting services.

Jorge Martinez is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets with more than 10,000 advisors.

Mackenzie Martin is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 20 years of industry experience. Prior to joining Cetera in 2023, Martin worked at Independent Financial Group for 13 years and has provided financial planning and insurance services through her own business entities. Outside of advising, she serves as secretary of the Rose City Polo Club and is a part-time educational instructor at the Oregon State College of Veterinary Medicine. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Christine Over is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at James Strauch, Over and Strauch Team, Over, Strauch Inc., and Waddell & Reed, Inc. She was involved with the Tigard Rotary from 2012 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary model portfolios and third-party subadvisors.

David Clawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His career includes tenures at TDAmeritrade, Aldrich Wealth LP, Equitable Advisors, and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rebecca Vanhorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she is involved with ASH Brokerage, which offers non-variable insurance products including life, disability, long-term care, and fixed annuities. 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 provides a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as model portfolios and third-party subadvisors.

Skyler Martin is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has previously worked at Ameriprise and Waddell & Reed. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Ervie Houston is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cetera, and Edward Jones. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Erick Ibarra is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a volunteer board member on the Planned Giving Advisory Council for Oregon Public Broadcasting, helping to plan educational seminars for estate planning and financial professionals. 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 multi-asset investment approach supported by extensive research and due diligence.

Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide range of investment vehicles.

Lindsey Sprague is a Vice President and Financial Consultant at Fidelity Investments, where she has served since 2023. In this role, she collaborates with clients and their families to align their financial plans with their investment goals. Her professional experience includes positions as a Planning Consultant at Fidelity Investments from 2021 to 2022, Client Relationship Manager's Assistant at Merrill Lynch from 2018 to 2021, Wealth Management Advisor at US Bancorp Investments from 2017 to 2018, and Financial Advisor at Waddell & Reed from 2015 to 2017. Outside of her professional work, Lindsey has interests in baseball, camping, kayaking, parenthood, running, and traveling.

Jedidiah Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Fisher Investments and the City of Vancouver. Barnett also serves as a trustee of the Daniel M. Barnett Family Trust. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.