Richard Grimshaw is a financial advisor at Morgan Stanley in Portland, Oregon, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Grimshaw serves on the Investment Committee of the Episcopal Diocese of Oregon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad array of retail and institutional offerings.

Andrew Stearns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank, the United States Postal Service, and ownership of Relish Gastropub, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm is notable for including insurance-related investment options and bank deposit sweep programs in its offerings.

Michael Patterson is a CFP® with 20 years of experience in financial advisory services. He currently works at OSAIC and previously spent seven years with Securities America Advisors and ten years with SII Investments, Inc. Patterson also serves as a part-time personal finance instructor at Portland Community College. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios for its clients.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Javier Lizarraga is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Lizarraga holds Series 63 and Series 65 licenses and serves as a board member and treasurer for St. Mary’s Home for Boys, a charity in Beaverton, OR. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and risk modeling techniques.

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.

Richard Wargo is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. He is also associated with OnPoint Community Credit Union and OnPoint Investment Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2001, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process supported by firm-approved tools and investment committee analyses to model client outcomes.

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.