Nicole Haseltine is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Fisher Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. She is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process and utilizes tax-aware strategies and various risk management techniques to manage diversified portfolios.

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.

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.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon, holding the ChFC® and Series 63 designations. He has 35 years of industry experience and has been with LPL Financial since 2004. Iverson operates two DBAs, Byrd Financial Group and Oak Tree Financial, both based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

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.

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.

Shawn Weidmann is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at Fisher Investments for 13 years before joining Raymond James Financial Services and founding Weidmann Wealth Management in 2020. Outside of his advisory roles, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and analytical tools to support its clients’ goals and maintains specialized programs for municipal and public finance as well as employer retirement plans.

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 in Portland, OR, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Ross and Jewish Vocational Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Kinney is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated entities from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.

Ian Sullivan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has prior work experience at Wells Fargo Bank, Cinemark, and South Medford High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Majewski is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, previously working at AIG Capital Services Inc. and American General Life from 2013 to 2019. Outside of his advisory work, he owns a rental property managed by a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Christina Aleckson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years prior to joining OSAIC. Outside of her advisory role, she serves as treasurer and board member of the Zimbabwe Rhino Project, a nonprofit focused on wildlife conservation, and is the founder of a public speaking and authoring business aimed at educating Millennials and entrepreneurs on financial basics. She is also president of Women in Insurance and Financial Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct diversified portfolios.

Joseph Gaudio is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is a commissioned insurance agent focusing on fixed life insurance and fixed annuities and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management supported by research, model portfolios, and technology-based tools.

Douglas Souvenir is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Raymond James since 2016. Souvenir is a co-managing partner of two LLCs, Kruse Woods Financial Partners and Project Discovery. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs, institutional consulting, and public finance services.

Jia Huang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, Jia held roles at Wells Fargo Bank, NA and worked at the University of Oregon’s Lundquist College of Business. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Robert J Wilson is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at Wells Fargo-affiliated firms. Outside of his advisory work, he holds 100% ownership in LACLAJO Holdings Inc., a financial practice based in West Linn, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Nathan Harrell is a Series 66 licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where he has worked since 2008. He has 21 years of industry experience. Outside of his advisory work, he is involved with SPKH LLC, a real estate business based in Portland, Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kent Calhoon is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 66, Series 63, and Series 65 designations. He has 30 years of industry experience, including 14 years with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.