Dale Flick is a CFP® professional with 39 years of industry experience, currently advising clients at Robert Baird & Co. since 2014. He is based in Portland, OR, and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Ryan Nixon is a financial advisor at Fisher Investments in Washougal, Washington, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across a variety of asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques to construct diversified portfolios.

Daniel Charuhas is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Doug Irish Inc., Waddell & Reed, Inc., and various insurance carriers. Outside of advisory services, Charuhas is involved in acting with Lombo Bardi Productions. 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 advisory programs and financial planning services, including discretionary and non-discretionary management, supported by in-house and third-party research and technology solutions.

Daniel Prentice is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of experience in the financial industry, with prior roles at firms including Capital Analysts, Lincoln Investment, The Leaders Group Inc, Vanderbilt Securities, KMS Financial Services, and Columbia Benefit Consulting. Prentice is based in Lake Oswego, Oregon. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Taylor Belesiu is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Taylor worked at Fisher Investments, Edward Jones, and held roles at Salon BECK LLC and the Lane County Department of Assessment & Taxation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and extensive investment resources.

Joel Kiernan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2011, with additional experience as a self-employed professional and brief roles at Natural Grocers and 9iFX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nicholas Cutter is a Series 66-licensed financial advisor with Edward Jones in Canby, Oregon, and has one year of industry experience. Before joining Edward Jones, he held positions at Costco, Beacon Hill Staffing Group, Cell Staff, and in roles related to athletics sales and hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Clara Prendergast is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, OR, bringing 12 years of industry experience. She has worked at Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Cody Farnes is a financial advisor at Ameriprise in Clackamas, OR, holding the Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2021, he worked in marketing and training roles, including positions at Tried & True Coffee and SHOP Training. Farnes serves on the boards of the Mt. Hood Community College Foundation and A Solid Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s investment approach involves a centralized service team utilizing proprietary research and third-party data, with an investment universe influenced by affiliated product partnerships.

Devon Pilney is a financial professional at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was affiliated with Securian Financial Services and Minnesota Life Insurance for 11 years and has been involved with North Star Consultants since 2012. Outside of his advisory role, he is an agent/broker involved in fixed insurance sales and works as a financial professional for North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Megan Layton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Waddell & Reed, INC. for seven years before joining Raymond James in 2020. Outside of her advisory role, she is an associate with PDX Wealth Management, where she performs administrative duties. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Paul Passaretti is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Oswego, OR. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he is involved in managing business operations through ownership in related entities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its approach, with a centralized team delivering non-discretionary advice in collaboration with client advisors.

Mark Blake is a financial advisor with Meriwether Family Office, LLC in Larkspur, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Meriwether Family Office since 2014. Meriwether Family Office provides advisory services by identifying and recommending third-party investment advisers to individuals, trusts, pension plans, and retirement plan trustees, focusing on matching clients with suitable managers and overseeing those relationships rather than directly managing portfolios.

Alexander Bowers is a financial advisor at Pinestar Capital Advisors LLC with 10 years of industry experience. He has held positions at Piper Sandler & Co. and operated Bowers Consulting prior to his current role. He holds Series 63 and Series 65 licenses. Pinestar Capital Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, small businesses, and charitable organizations. The firm emphasizes long-term investment horizons with a mix of value and growth strategies, and routinely serves corporate clients while offering modular financial planning and educational newsletters.

Scott Malbasa is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with XYPN Sapphire and has previously worked at Adelphi LLC, XYPN Invest, Empirical Wealth Management, and Cordant, Inc. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management along with standalone and integrated financial planning.