Paul Churilla is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, OR. He has one year of experience at LPL Financial and previously spent 19 years at Brake Hughes Bellermann LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management options supported by model portfolios, research, and technology solutions.

Christian Garcia is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Bunzl Distribution for 27 years. He holds a Series 66 designation. 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 under management and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Patrick Moore is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Edward Jones since 2017. Prior to that, he was employed at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory work, he co-owns an internet marketing business focused on researching search engine marketing techniques. 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.

Nathan Vander Kley is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Nik Powell is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and Onpoint Community Credit Union since 2014. Powell is also associated with OnPoint Investment Services in a non-investment advisory capacity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Hughie is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Columbia Bank, Key Investment Services, Cetera, and most recently Raymond James since 2023. He is also active as a wealth advisor with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary strategies supported by analytical tools and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corey Griffin is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019. Prior to joining Cetera, he held various roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with multiple program structures and custodial relationships.

Matthew Sorenson is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Sorenson has served on the board of directors for Lincoln Youth Baseball and Softball, supporting youth sports development in the Portland area. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management. The firm tailors strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Rachelle Vanderzanden is a CFP® professional with nine years of experience in the financial services industry. She currently works at LPL Financial and has held previous roles at Cambridge Investment Research, Finity Group, and Apex Companies. Vanderzanden serves as a board member and volunteer for the Montclair Elementary PTO in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Mills is a financial advisor with LPL Financial based in Portland, OR, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Waddell & Reed, Friends of the Children, and his own practice under Bridgetown Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and corporations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cheryl Loyd is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1982. Based in Portland, OR, she has a long tenure with the firm. 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 strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, and institutional entities.

Moira De Vault is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at Charles Schwab since 1997 and at Charles Schwab Bank, SSB since 2018. Outside of her advisory work, she owns a retail business focused on making and repurposing household items for resale. Charles Schwab serves a large client base, 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Michael Myers is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors, Securities America, Inc., Eagle Financial Consulting, and SII Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Annie Bui is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has a diverse background including roles at Charles Schwab Bank, the University of Oregon, and in marketing at Art School PDX. 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, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Gregory Schmidt is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he is the owner of an LLC associated with a rental property in Sherwood, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Hanna Smith is a Vice President and Financial Consultant at Fidelity Investments, where she has held various roles since 2018. She began her career as a Financial Advisor at Pacific Capital Resource Group in 2017 before joining Fidelity Investments. Over the years, she has progressed through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Hanna partners with individuals, families, and businesses to provide guidance in financial planning, focusing on retirement, investment and income planning, and tax-efficient investing. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hanna enjoys board games, spending time with pets, skiing, traveling, volunteering, and practicing yoga.

Scott Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with UBS since 2006 and has been associated with Piper Jaffray Inc. since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Russak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working with clients for over 30 years, helping them pursue their financial goals through personalized investment strategies tailored to their specific needs. Mr. Russak’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from the United States Naval Academy and served as an Armor Officer in the US Army from 1983 to 1990. He earned the Personal Investment Advisor (PIA) designation and has been associated with Merrill since 1995. In addition to his professional work, Mr. Russak is involved in community volunteering. His personal interests include baseball, cooking, skiing, soccer, spending time with family, and traveling.

Matthew Zuniga is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, with a focus on managing assets within Ameriprise accounts.