Ronald Barnette is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has prior experience at Pacific NW Federal Credit Union, CUSO Financial Services, Fisher Investments, and U.S. Bancorp Investments. Barnette operates under the trade names iQ Investment Services and Pacific NW Investment Services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Miller Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. He serves as a trustee of a family trust. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group to inform asset allocation and financial planning.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Matthew Richardson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffery Terrill is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing financial guidance to business owners, entrepreneurs, senior executives, and high-net-worth families. He focuses on helping clients navigate complex wealth management issues, particularly in areas such as pre-liquidity-event planning, tax-sensitive investing, and legacy planning. Jeff collaborates closely with clients and their advisors to position businesses for sale or transfer and supports clients in managing lifestyle cash flows and long-term wealth preservation. A graduate of Washington State University with a Bachelor's degree in Business Administration and a minor in Real Estate, Jeff also holds an Associate's degree from Peninsula College. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor® and holds additional professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Jeff has been recognized nationally on Forbes' "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists for multiple years. He serves on the Finance Advisory Board at Washington State University's Carson College of Business. Jeff resides in Lake Oswego with his wife and two sons. Outside of work, he enjoys basketball, biking, boating, fishing, football, gardening, hiking, tennis, traveling, and spending time with his family.

John Donnelly is a financial advisor at Morgan Stanley in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, First Republic Bank, and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individual 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 services both directly and through Corporate Financial Planning agreements.

Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2012. Outside of his advisory role, he owns and manages several rental property LLCs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ronald Bright is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Ameriprise in 2020. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.

Ellen Thompson is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at LPL Financial since 2025 and previously spent nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. 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 services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Katherine Knowlton is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2013 and holds the Series 63 designation. Outside of her advisory role, she is a Notary Public for the state of Oregon. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Riley Alferd is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and holistic financial strategies. He works closely with individuals and families to develop personalized financial plans that align with their unique needs, aspirations, and long-term goals. Riley leverages the resources of Merrill Lynch and Bank of America to craft tailored strategies that support clients at every stage of their financial journey. With a focus on client education and empowerment, Riley combines in-depth market knowledge with a disciplined planning process to help clients build, preserve, and transfer wealth. His expertise encompasses college education planning, family wealth management, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Riley holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Nebraska at Omaha. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Riley enjoys boating, golfing, ice hockey, music, pickleball, skiing, spending time with his family, and traveling.

Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. 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 tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Victor Lam is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at UBS since 2000. Lam serves on the Board of Directors for the Academy of Certified Portfolio Managers, contributing to education for the CPM designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jed Schlanger is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Raymond James Financial and its affiliates since 1995. Schlanger serves on the advisory board of the Simpson Charitable Trust, providing input on nonprofit donations and asset management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA consulting.

William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Neil Zeller is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the congregational president of Ascension Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Shayna Tucker is a Series 66 licensed financial advisor with eight years of industry experience, currently with Raymond James Financial. She has worked within various divisions of Raymond James since 2018 and previously spent nine years at Pdx Counseling, LLC. Tucker is also the owner of Invista Wealth Advisory LLC, where she serves as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating analytical tools and risk profiling to support client goals.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Art Gamblin Motors and held roles at Lewis and Clark College and Enumclaw Senior High School. She is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services.