Jacob Hessel is a financial advisor at LPL Enterprise with the Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and Pete's Mountain Wealth Management. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Marc Abell is a financial advisor at Fisher Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2001. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with quantitative and qualitative analysis to manage globally diversified portfolios and uses a variety of risk management techniques.

Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017. With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom. Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.

Cole Mills is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, All Hands Raised, and Bridgetown Wealth Management. He has also been involved with community organizations such as the Rotary Club of Portland and the Disjecta Contemporary Art Center of Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Georgette Blomquist is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 19 years. Outside of her advisory role, she coaches racquetball for a girls’ high school team. OSAIC serves a diverse client base including individual and institutional investors by providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of investment products and supports both discretionary and non-discretionary account management.

Tammi Ortega is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and previously worked at Royal Alliance Associates, INC. and CGC Financial Services, LLC. In addition to her advisory role, Ortega is a registered notary. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Collier is Vice President, Executive Planning Consultant at Fidelity Investments, where he has worked since 2011. In his current role, he collaborates with executives to assess financial planning considerations and develop strategies tailored to their individual circumstances. His work commonly involves discussions on workplace benefits, investment portfolio reviews, cash flow analysis, tax planning, and estate planning considerations. He has over 22 years of experience in the financial services industry, including positions such as Vice President, Wealth Planner at Fidelity Investments, Private Client Advisor at J.P. Morgan Chase Bank, and Regional Marketing Director at AIG. Christopher holds a California Insurance License. Outside of his professional responsibilities, Christopher has interests that include comedy, food, football, golf, parenthood, and traveling.

Jeri Richard is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2014 and concurrently works at Portland Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research.

Robert Munly IV is a CFP® with 27 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederic Luyties IV is a CFA® charterholder with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021 and Wells Fargo Bank, NA since 2009. He is based in Portland, OR. In addition to his advisory role, he serves as a personal representative for his mother in matters related to investments. 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 manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Karl Fiebiger is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMC BANK NA (Northwest). Before his financial services career, he spent 13 years at Johnny Rockets Group, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Delsin Ho is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Dixon is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes multiple roles at the University of Oregon and a position at Bob's Red Mill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Fisher Investments and Personal Capital Advisors Corporation. Outside of financial advisory, he receives songwriting royalties from Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Eric Schwartz is a financial advisor with Merrill in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018. Prior to his financial services career, he was employed at Ningbo Dahongying University from 2012 to 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management encompasses multiple strategy types and manager-constructed portfolios, with oversight from its CIO and emphasis on tax-efficient services, supported by deep integration with Bank of America affiliates.

Spencer Schmid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Point West Credit Union, and Wells Fargo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Horvath is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he serves as president of the Frank and Donna Patton Foundation. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, offering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis to support clients approaching or in retirement.

Jason Liebl is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for a family mineral trust. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Koukoumanos is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2020. Outside of finance, he is involved in Greek folk dancing as a dance instructor and director for a high school group at Holy Trinity Greek Orthodox Cathedral. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs, with planning engagements focused on collaborative goal analysis and written recommendations.

Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, with seven years of industry experience. He holds the Series 66 designation and previously served as a pastor at St Matthew Lutheran Church, providing services, counseling, and leadership to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.