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.

Eric Mazemke is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and CUSO Financial Services, LP. Mazemke is also affiliated with iQ Credit Union and offers investment products and services under the trade name iQ Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, along with various institutional and retail solutions.

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.

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.

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Lyft and Uber Technologies, Inc. before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robyn Brooks is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America, 280 Group (dba Productside), NAVEX Global, and Learning.com. Brooks also serves as a Power of Attorney for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Shawn Colucy is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory work, he moderates IrishEnvy, a sports website focused on Notre Dame athletics. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice centered on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Matthew Stack is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by strategic asset allocation models and a centralized operational structure.

David Pazourek is a financial advisor at Charles Schwab in Beaverton, OR, holding CFP® and ChFC® designations with 31 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Charles Schwab Bank, ssb since 2005. Outside of his advisory role, he owns a town home that he rents out through a property management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational infrastructure.

Sriram Hariharan is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he was self-employed through Kids-Tyme LLC for three years and worked at Flexe Inc and Nike Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heather Parson is a financial advisor at Raymond James Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2014. Outside of her advisory role, she operates an Airbnb rental from her home. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, using a range of implementation options and supported by extensive research and affiliate resources.