Amy Hays is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Stifel, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, Raymond James & Associates, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, delivering a range of advisory programs and tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Deborah Mckinney is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at Concorde Asset Management, Securities America, and Prudential-related firms. Outside of her advisory work, she is involved in tax preparation as a Master Tax Advisor and Enrolled Agent with H and R Block. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Pratt is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and Finity Group LLC, where he remains an owner. Pratt serves as treasurer and board member of the Portland Pearl Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Mork is a financial advisor at UBS Financial Services in Portland, OR, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Citigroup Global Markets and RBC Capital Markets. Mork serves on the finance and investment committee of the Ronald McDonald House, advising on financial options for the organization’s master board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Kirchfeld is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014, preceded by roles at Key Investment Services LLC and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Daniel Wanous is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked for the PGA of America from 2016 to 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Julian is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Kelso Theater Pub in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes advanced modeling tools while maintaining an advisory role that generally excludes fiduciary responsibilities unless specifically agreed upon.

Lisa Stromvig is a financial advisor with Wells Fargo Clearing in Vancouver, WA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role, she worked for Wells Fargo Home Mortgage for 20 years and Freedom Mortgage for one year. Outside of her advisory work, she also works as a food delivery driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Lukas Yep is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, he held roles outside the financial industry, including positions at Din Tai Fung and Civis Analytics. He is also involved with Stickwin Properties. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and emphasizes tailored advisory solutions using third-party program sponsors and credentialed advisers.

Curtis Spiteri is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as treasurer and a board member for United PDX, a nonprofit youth soccer club with approximately 3,000 participants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources to tailor financial plans to clients’ goals and risk tolerances.

Jeffrey Lukowiak is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of advising, he is involved in coaching youth and men’s soccer and serves as a soccer referee. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a wide range of advisory and brokerage services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Jeremy Ayres is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he models for print advertising clients through agencies such as Ryan Artists Inc. and Harris Talent Agency. Fisher Investments serves a diverse global clientele including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware risk management strategies.

Veniamin Chumov is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and also serves as a court interpreter for the Oregon Judicial Department, providing Russian/English interpretation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Kevin Morrice is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2010. The firm serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, and brokerage services. RBC Wealth Management uses a tailored investment approach involving both in-house and third-party managers, with features such as tax management and responsible investing options.

Walter Denkers is a financial advisor at Osaic with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial for 17 years prior to joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship providing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs various portfolio construction tools and automated rebalancing strategies.

Yukari Taguchi is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 designations and over 24 years of industry experience. Prior to joining LPL Financial in 2025, she worked at SCF Investment Advisors, INC. and SCF Securities, Inc. for nearly two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Francis Correale Jr. is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, following a previous role at Merrill in 2004-2005. Outside of finance, he is involved in designing, manufacturing, and selling clothing through a business he co-owns with his spouse. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Stephen Carbaugh is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones, StanCorp Equities, Inc., and Standard Insurance Company. His credentials include Series 63 and Series 66 registrations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies.

Laurel Numbers is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 66 credential and 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Outside her advisory role, she serves as a board member for Friends of Hospice, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Ethan Wilson is a financial advisor with UBS Financial Services in Portland, Oregon. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining UBS, Ethan worked at Topgolf Callaway Brands and Sunriver Resort. 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 and uses proprietary research and model-based asset allocations to tailor client solutions.