Javier Lizarraga is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Morgan Stanley divisions since 1996. He serves as a board member and treasurer of St. Mary's Home for Boys, a charitable organization in Beaverton, OR. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory services.

Christopher Taylor is a CFP®-certified financial advisor with Ameriprise in Lake Oswego, OR, and has four years of industry experience. He previously worked at The Vanguard Group, Inc. and has held various roles in education and staffing. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

Lucas Ellis is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Prior to joining Cambridge, he worked at Kuenzi & Company, LLC for five years and NBP Capital for one year. Ellis serves as a board member of Kapok Care, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party investment strategies.

Tami Olsen is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Olsen also has a longstanding association with Bank of America, dating back to 2003. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drake Van Zante is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Van Zante serves on the Board of Directors for the Fly Fishing Collaborative, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Evgenia Kazakov is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. She has served at Wells Fargo in various capacities since 2002. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with over 14,000 advisors and $671 billion in assets under management. The firm provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Hang Nguyen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2015. Outside of his advisory role, he manages social media for Bloom Church in Portland, Oregon. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michelle Rogers is a financial advisor at UBS Financial Services in Lake Oswego, Oregon, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Courtney Obrist is a financial advisor with J.P. Morgan Securities in Portland, OR, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, Obrist held roles at Edward Jones and Guild Mortgage Company, and has been involved in restaurant management through several business ventures. Effective December 2025, Obrist will also be an employee of JPMorgan Bank, enabling the offering of certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edward Ferguson is a financial advisor at Morgan Stanley with a Series 66 designation and experience working at several firms, including GEM Investments and BMO Family Office. He has a background that includes roles at RVK Inc., UBS Financial Services, and the University of Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with services focused on advisory guidance rather than individual security recommendations.

Russell Loeb is a financial advisor with Edward Jones in Oregon City, Oregon. He holds the CFP® designation along with Series 65 and Series 66 licenses and has 26 years of industry experience. Loeb has been with Edward Jones since 2005. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Home is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2001 to 2009. He is based in Lake Oswego, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Eric Oldham is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Oldham briefly operated PDX Wealth Management, focusing on non-variable insurance sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide range of advisory programs and institutional consulting services.

Thomas Elliot is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to define meaningful financial goals, assess risks, and develop personalized financial plans. He provides education, guidance, and ongoing support to help clients make informed financial decisions. Prior to his current position, Thomas held various roles including Planning Consultant at Fidelity Investments, Manager of Client Service at Aldrich Wealth, LP, and Senior Manager of Investment Operations at M Holdings Securities, Inc. He has also worked as a Financial Advisor at Pacific Capital Resource Group. Thomas holds a California Insurance License. Outside of his professional responsibilities, Thomas enjoys activities such as board games, camping, cooking and baking, gardening, hiking, and photography.

Kurt Gilge is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, he owns a numismatics business specializing in buying, selling, and appraising coins. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Page is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Fred Meyer as a grocery clerk. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

Jacob Hessel is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work history includes roles at Cetera and Pete's Mountain Wealth Management, as well as experience with the Oregon Trial Lawyers Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017. With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom. Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.

Cole Mills is a CFP® professional based in Portland, OR, with 25 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked in various roles including with Waddell & Reed and All Hands Raised. Mills has been involved with community organizations such as the Rotary Club of Portland and the Disjecta Contemporary Art Center of Portland. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, portfolio management, and institutional platforms. The firm serves individuals, retirement plans, banks, and other institutions, providing access to a broad range of advisory and brokerage services supported by extensive operational tools.