Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services since 2010. Outside of advisory services, he is also an insurance agent for The Commerce Company, where he solicits and processes life insurance. Raymond James Financial Services Advisors provide financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable linkage to municipal and public finance activities.

Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding a Series 66 credential and 22 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Morgan Stanley. Outside of finance, she owns a personal crafting and home décor business and is involved in sales of health and fitness products and programs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Scott Crocker is a Series 65-licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2016 and previously worked at Oregon Catholic Press. 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 process combining quantitative and qualitative research and manages diversified portfolios using tax-aware strategies and risk management techniques.

James Parker is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 2002. Parker serves on the board of URS Electronics, an electronic parts wholesaler, and holds leadership roles in several nonprofits, including treasurer and finance chair positions at the Arlington Club Heritage Foundation and the Oregon Historical Society. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Christopher Rainwater is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Metis Wealth Advisory Group and has been with Raymond James Financial Services since 2014. Rainwater also supports producing advisors at Metis Wealth Advisory Group in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through a range of managed and brokerage account options.

Eric Christofferson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Wells Fargo Advisors. Outside of his advisory work, he serves as a ski coach for the Multnomah Athletic Club Ski and Snowboard and is a board member of the Cascade Ski Club & Lodge. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Lucas Newman is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2023, he worked at First Republic Bank and its affiliated entities from 2011 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alisha Cannon is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of the West and BancWest Investment Services, among other firms. In addition to her advisory role, she is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of financial planning and advisory programs supported by research and diverse investment strategies.

Madison Perry is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Bain Capital and Lyft. Perry also serves as a Bank Associate at OnPoint Credit Union in Portland, Oregon. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Andrew Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes various roles within the Wells Fargo organization dating back to 2009. Outside of his advisory work, he is involved with two investment-related ventures, ANDERFISH LLC and Northwest Cedar Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across diverse planning areas.

Jason Lambert is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Madison Avenue Securities, AE Wealth Management, and Northwest Financial & Tax Solutions. Outside of advising, he co-wrote a book available on Amazon and serves as an elder on the board of Kessid Church. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Keianna Watt is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Key Investment Services, KeyBank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

George Steele is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018, following a 15-year tenure at Scottrade, Inc. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, providing model-based and discretionary investment strategies integrated with the broader Bank of America platform.

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Ryan Jensen is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including OneAmerica Securities and American United Life. Outside of his advisory role, Jensen owns J&S Tax Service, LLC, providing tax preparation and planning services, and raises beef cows for sale to neighbors and family. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.