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.

Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively. Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans. He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.

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.

Sharon Hidaka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Giang Tran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016, while also being affiliated with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach based on modern portfolio theory and offers both non-discretionary and discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Randy Dunn is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 11 years at Securities America Advisors, Inc. and Securities America, Inc. Randy also operates The Dunn Agency, Inc., an insurance agency he founded in 1991 that sells term and potentially universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management, and integrates research from LPL Research and third-party subadvisors.

Cindy Iseli is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Tonya Nichols is a Series 66-registered financial advisor at RBC Capital Markets with 20 years of industry experience. She previously worked at Robert W. Baird from 2012 to 2017 before joining RBC Capital Markets. Nichols serves on the board of directors for the Oregon Humane Society, where she is involved in fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and a range of advisory programs featuring discretionary and non-discretionary portfolio management supported by both in-house and third-party managers.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Brian Suher is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Ameriprise in 2022, he worked for RBC Capital Markets Corporation from 2008 to 2022. He serves on the Board of Directors for the Oregon Jewish Community Foundation and is Treasurer of Congregation Neveh Shalom. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s recommendations draw on internal research and third-party data and operate within an investment framework influenced by affiliated product relationships.

Owen Dodson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Travis Barsotti is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the Barsotti Tanquary Group and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Travis began his career at Merrill Lynch in 1999 and served as the Resident Director of the Lake Oswego office from 2008 to 2016. He works with individuals, families, and businesses to develop tailored financial plans based on a disciplined, process-driven approach that emphasizes clear understanding of client goals. His expertise includes retirement income planning, growth and accumulation strategies, college education planning, tax minimization, legacy planning, philanthropic planning, and portfolio management. Travis combines wealth planning, asset management, and a service-oriented approach to help clients achieve their personal financial objectives. He focuses on building lasting, multi-generational relationships and supports continuous education within the field of wealth management. Travis and his team were named to the 2023 Forbes “Best-in-State Wealth Management Teams” list. Travis earned a bachelor's degree in Finance from Oregon State University. Originally from Oregon, he resides in the Portland area with his wife and two daughters. Outside of work, he enjoys coaching youth sports, golfing, biking, boating, fishing, skiing, listening to music, traveling, and spending time with his family.

Richard Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at Kms Financial Services, Inc. for 37 years before joining LPL Financial in 2020. 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, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.

Jonathan Stults is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Ross, and Jewish Vocational Services. 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 plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.