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.

Colton Seiler is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Portland, OR. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of an education business in Happy Valley, OR. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lindsay Conachy is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. In her current position, Lindsay focuses on providing clients with a comprehensive financial planning experience by actively listening to their needs and collaborating on personalized financial plans. Lindsay emphasizes the importance of financial literacy and aims to make it accessible and engaging for her clients. She supports clients in making actionable decisions to strengthen their financial futures. Outside of her professional work, Lindsay has interests in food, parenthood, Pilates, reading, traveling, and yoga.

Benjamin Davidson is a Financial Advisor at Merrill Lynch Wealth Management, where he runs a wealth management practice focused on helping families navigate complex financial situations and ensuring that their investments are managed with care and intention. He specializes in assisting individuals, families, and business owners in making informed financial decisions and building confidence in their financial futures. Mr. Davidson's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. His approach emphasizes understanding clients' unique goals, concerns, and priorities to develop personalized strategies tailored to achieving their financial objectives. He holds a degree in Accounting from Boise State University and is a Personal Investment Advisor (PIA). Outside of his professional work, Mr. Davidson enjoys basketball, golfing, pickleball, softball, tennis, and spending time with his family.

Michael Stewart is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at Unitus Credit Union, Triad Advisors, and Triad Hybrid Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Danielle Moulton is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, having 7 years of industry experience. She has been with Fisher Investments since 2013. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers a variety of services including sub-advisory and retirement plan services, and manages both separate accounts and pooled investment vehicles.

Wayne Janicki is a financial advisor at Charles Schwab in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

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.

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.

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.

Amber Colgrove is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Truluma and Duncan & Haley, Ltd. She serves as President of the Andrews Court Homeowners Association board of directors. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that employs research and modeling to provide tailored, non-discretionary recommendations.

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.