Cory Mcdaniel is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as president of Co-Dad Incorporated and performs notary services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Mary Wood is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2014. Outside of her advisory work, she is a business partner at Ranch PDX, a restaurant where she consults on business decisions and assists with marketing. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and manages portfolios with tax-aware strategies and risk management techniques.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, WA, holding the Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (including its predecessor, LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of his advisory role, he operates a DBA called Laurus Wealth Management. LPL Financial is a national 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 brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Joshua Bishop is a financial advisor with Edward Jones in Portland, OR, holding the ChFC® designation and Series 63 registration. He has 25 years of industry experience, having been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide range of advisory programs with a national network of financial advisors and branch offices.

Robert Shoji is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and leads Shoji Financial Group LLC, which he founded in 2016. Outside of advising, he is a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets.

Jonathan Coulter is a CFP® professional with five years of experience, currently serving as a financial advisor at Raymond James Financial in Tigard, Oregon. He previously worked with Young Life for nine years in two separate periods and has been associated with Project Discovery LLC since 2020. Coulter also works as an associate at KWFP, a non-investment support company. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary financial advice supported by advanced analytical tools and maintains specialized programs for municipal advising and SIMPLE IRA employer consulting.

Sean Gabrio is a financial advisor with UBS Financial Services in Portland, Oregon, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the auction committee for Doernbecher Children's Hospital Foundation and is a board member of Elevate Oregon, a charitable organization focused on helping underprivileged children. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advisory strategies.

Joel Janssen is a CFP® professional affiliated with LPL Financial, based in Portland, OR, with 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2018. Outside of his advisory work, Janssen has involvement with a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies with resources from LPL Research and third-party subadvisors.

August Cohen is a financial advisor with Wells Fargo Clearing in Tigard, OR, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and First Interstate Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Hayes is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2009. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory management and retirement plan solutions.

Brian Allen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has worked with Fidelity Investments since 2012, initially serving as a Financial Consultant before his current role. Prior to that, he was a Registered Associate at Morgan Stanley from 2010 to 2012 and began his career as an Investment Banking Analyst at WR Hambrecht & Co. from 2007 to 2010. With over a decade of experience, Brian has worked extensively with high net worth clients, helping individuals and families develop, implement, and maintain financial plans. His professional background reflects a focus on wealth planning and assisting clients in achieving their financial goals. Brian is a Stanford University alumnus and a former professional athlete. Outside of his professional career, he enjoys camping, family activities, fishing, football, hiking, and traveling.

Matthew Brown is a financial advisor at Fisher Investments with 21 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios.

Lesley Tylczak is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she operated Tylczak BANG! and spent six years at the University of Minnesota’s Department of Entomology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Hayden Loboy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wedbush Securities and Fisher Investments. He has also been involved with the Eugene Swim & Tennis Club and other community recreational organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Michael Lindhorst is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients at Merrill Lynch since 1995, offering personalized wealth management strategies tailored to individual investment risk, time horizon, and goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to create comprehensive financial strategies for his clients. Michael holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Mt View High School. Throughout his career, he has utilized Merrill's research and investment platform to build portfolios tailored specifically for his clients. Outside of his professional work, Michael is interested in various adventure sports including biking, fishing, golfing, hiking, hunting, and skiing. He also enjoys spending time with his family and woodworking.

Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. 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 range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Avery Culp is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and having less than one year of industry experience. Prior to joining LPL Financial, Avery’s work history includes roles in education at Point Loma Nazarene University, Clark College, and several other educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brennan Turner is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. Turner is also involved with Lake Oswego High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Leonard Odegaard is a financial advisor with OSAIC Wealth, Inc. in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Resource Financial Planning Inc, and Massmutual Life Insurance Co. He is also a financial advisor and agent with Resource Insurance Services, where he provides advice on life insurance and annuity products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and efficient-frontier analysis to build diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.