David Vanderploeg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, OR. He has been with Ameriprise and its affiliate since 2005. Vanderploeg also owns Gojisan LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sam Manafi is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds the CFA® designation and Series 66 license and has been with RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.

Hank Clayton is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over a decade. Outside of his advisory work, he has ownership interests in wealth management and construction businesses in Oregon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels.

Dominique Eisen Dela Cruz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for six years and has a background that includes two years at Red Robin Gourmet Burgers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm applies research-driven investment strategies and provides both brokerage and advisory solutions through a large network of advisors.

Jerry Tucker is a financial advisor at OSAIC with 53 years of industry experience. He has held positions at Sagepoint Financial, Inc., LPL Financial, and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship consulting business focused on off-road racing and vehicle accessories. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple investment platforms and third-party services.

Michael Day is a Series 66-registered financial advisor with Fidelity in Vancouver, WA, currently in his first year with the firm. His prior experience includes roles outside of finance such as working with Lucky Limousine and Towncar Service, and involvement with Smith Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC, where Michael works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios and active oversight of sub-advisers.

Matthew Marr is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked previously at U.S. Bancorp Investments for 12 years before joining Raymond James in 2018. Marr is the owner of CMMM Investments, LLC, which is related to the sale of a practice agreement linked to a retirement event. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Kerri Patrick is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at SagePoint Financial for eight years. Her background includes work with term and fixed annuities, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Paulsen & Belding LLC and several insurance carriers, as well as Waddell & Reed, Inc. His experience includes managing business entities related to investment and tax purposes. 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 and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

David Topper is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at AE Wealth Management, Madison Avenue Securities, and Northwest Financial & Tax Solutions. Outside of advising, he is involved in tax preparation through Trailhead Tax Service and authored a financial planning guide titled *The Retirement Trail Map*. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ian Stuart is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a comprehensive due diligence process for alternative investments.

Stephanie Pfister is a financial advisor with Wells Fargo Clearing based in Lake Oswego, OR. She holds Series 63 and Series 66 designations and has 11 years of industry experience, including a decade at JP Morgan Securities and JP Morgan Chase Bank. She joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mae Judar is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. Prior to this, she worked as a Financial Consultant at Fidelity Investments from 2014 to 2022. Her professional focus is on creating personalized financial strategies that support clients' goals and assist them in navigating financial decisions. Throughout her tenure at Fidelity Investments, Mae has developed expertise in financial planning through a partnership approach with her clients. She emphasizes collaboration to tailor strategies that align with individual client needs and objectives.

Michael Maletteri is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Since 2011, he has worked with MassMutual Investors Services and MassMutual Life Insurance Company. He is also engaged in outside insurance sales focusing on individual life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Nicholas Hymel is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

D Collins is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a volunteer firefighter and is active in local political and religious organizations, including the Skamania County Republican Party and The Dunes Bible Camp. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning and investment management with approximately $2.74 trillion in client assets under management.

Corrine Lyman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, following eight years at RBC Capital Markets Corporation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

David Jarman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he holds minority ownership in investment-related business activities involving commercial rental properties in Milwaukie, Oregon. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.