Zachary Grattan is a financial advisor at Fisher Investments with six years of industry experience. He has held positions at Fisher Investments since 2019 and previously worked at Watts Capital Partners LLC, Southern New Hampshire University, and Barton Associates. He holds a Series 65 designation. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and implements tax-aware strategies alongside risk management tactics.

Rebecca Morris is the Vice President and Branch Leader at Fidelity Investments, where she has held leadership roles since 2014. Currently, she leads a team of advisors, focusing on providing the resources necessary for delivering client-centered financial planning and support. Prior to her current position, she served as Vice President, Wealth Planner at Fidelity and has substantial experience as a financial consultant and advisor across several firms. With over 20 years of experience in financial advising, Rebecca has a demonstrated history of working within the financial services industry. Her expertise includes wealth planning and client relationship management. She began her career as a Financial Advisor at UBS Financial Services and has also worked at Stifel Nicolaus and Empirical Wealth Management. Outside of her professional commitments, Rebecca has interests in art, gardening, golf, and outdoor adventures.

George McInnis is a financial advisor at Osaic Wealth, Inc. in Portland, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth since 2018, following two years at Signator Investors, Inc. In addition to his advisory role, McInnis operates several sole proprietorships involved in securities sales, investment advisory services, and insurance marketing. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.

Karen Valadez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2008. Outside of her advisory role, she is involved in a commercial cleaning business in Salem, Oregon. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Erin Rico is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Erin worked as an Investment Specialist at M Finance and as an Investment Counselor at Fisher Investments. Her expertise spans investment analysis, wealth-building strategies, and risk management. Erin collaborates closely with clients to develop tailored financial plans that align with their goals, emphasizing clear communication, strong relationships, and integrity to support clients on their financial journeys. Outside of her professional work, Erin has interests in art, comedy, social events with friends, music, soccer, and traveling.

Gregory Walls is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with PFS InvestmentS Inc. since 2017 and Primerica Financial Services since 2015. Outside of financial advising, he works as a sales representative for Fleet Fuels and receives compensation for referrals related to home security, automation products, and loan services. Primerica Advisors is a large firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by third-party asset managers and provides discretionary separately managed account options.

Anna Farmer is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns a residential rental property in Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shiloh Kamrath is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Kamrath worked at Waddell & Reed and Over and Strauch. Outside of advising, Kamrath is a notary public in the state of Oregon and has been involved with Living Water Family Fellowship since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to support diversified investment strategies.

Derek Vanderlinde is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been associated with key Investment Services LLC since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee that combines quantitative and qualitative methods to construct globally diversified portfolios, employing tax-aware processes and risk management strategies.

Cameron Schwartz is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Nike and Pro Unlimited. Outside of his advisory role, he coaches individuals through his business, The Confidence Coach, based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a variety of advisory strategies under a fiduciary standard.

Anne Gaggini is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise since 2013 and owns Anne Gaggini CPA, LLC, a tax preparation and CPA firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jeffrey Parkin is a financial professional with 18 years of industry experience, currently affiliated with Cetera and Boyce Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked in various financial services roles, including a six-year tenure at Sentry Insurance. Parkin is also the OSJ Manager and financial professional at Boyce Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, catering to over 10,000 advisors and approximately 800,000 clients.

Adam Gelfand is a financial advisor at Fidelity with Series 63 and Series 66 certifications and five years of industry experience. His prior work includes roles at Merrill, SPECTRUM, All State, K. McCoy Inc, and Mercedes Benz of Princeton. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic methodologies, algorithmic portfolio construction, and multi-manager fund structures.

David Mead is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and currently is also affiliated with Landmark Financial Group. In addition to his advisory role, Mead is involved in selling home-related products through Primerica affiliates and is a member of an independent LLC in Vancouver, WA. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Vertin Alvarez Vargas is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a co-owner of a family rental property business. 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, pension plans, corporations, and charitable organizations.

Gary Leaverton is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and First Republic Investment Management. He is a board member of St. Andrew Nativity School in Portland, Oregon, where he participates in governance and fundraising activities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Brooke Coutrakon is a CFP® professional with 16 years of experience currently advising clients at Morgan Stanley in Vancouver, WA. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Alan Richey is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fisher Investments for nine years and has been with Edward Jones since 2013, including a recent return in 2026. Outside of his advisory work, he is also a driver for a private for-hire service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Scott Waldron is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to Cetera, he worked at Voya Financial Advisors and MJI, Inc., where he was associated with Hagan Hamilton Insurance. He also runs an independent insurance agency and has roles in other financial service businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, 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 various third-party money managers.

Billal Manely is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade, Charles Schwab, and Fidelity Investments. Billal works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.