Spencer Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He previously worked at Boeing and Gulf Controls Company before establishing Savage Wealth Management, where he serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Pickett is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Resch is a financial advisor at Ameriprise in Clackamas, OR, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Keybank, Bretz RV & Marine, and multiple positions at the University of Montana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data to guide investment and withdrawal strategies.

Clarke Leaverton is a financial advisor at J.P. Morgan Securities with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2023, following a decade at First Republic Securities Company and over a decade at First Republic Investment Management. Outside of his advisory work, he serves as a co-trustee of a generation-skipping trust and is a board member of the Waverley Historic Foundation, which preserves the history of the Waverley Country Club. 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. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Darrell Wilcox is a financial advisor with Charles Schwab in Portland, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Fisher Investments for four years and has experience in the hospitality sector, including roles at Breakside Brewery and Bumpers Grill and Bar. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment approach.

Floreid Walker is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. Walker has 38 years of industry experience, including 14 years at Sagepoint Financial and over two decades at AIG Federal Savings Bank. Outside of advisory work, Walker is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through multiple custody platforms and proprietary model strategies, with additional services from approved third-party managers.

Darren Gross is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He previously held roles at Bank of America, Merrill, and JP Morgan Securities. Gross is also affiliated with Onpoint Community Credit Union and Onpoint Investment Services in Portland, OR, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering tailored financial planning and investment consulting. The firm supports its clients through a variety of advisory programs and utilizes advanced analytical tools and technology in its services.

Eric Qualheim is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and implements tax-aware and risk management strategies.

Matthew Asay is a financial advisor with Edward Jones in Milwaukie, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 strategies, separately managed accounts, and affiliated mutual funds, and is notable for its large network of financial advisors and branch offices.

Andres Jimenez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Jimenez is the Treasurer of the Vancouver Church Foundation Board, where he advises on investment allocations and presents financial information to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Hernan Prince is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, with a two-year tenure at Amazon. J.P. Morgan Securities LLC 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 to support its recommendations.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Connie Walker is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Jennifer Alsman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she held roles at Fluence PC and Reliance Connects/Cascade Utilities Inc. She is also the owner of a rental property managed by Vacasa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Jimmy Wang is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at La Francaise Forum Securities for four years. Outside of his advisory role, he operates Jimmy Runs Money LLC and also works as a driver for Uber. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment models and offers ERISA fiduciary services to qualified plans.

Jennifer Cornett is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked with Cambridge Investment Research in various capacities since 2010 and spent one year at IFP Securities LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Michelle Serlin is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity for over 16 years, serving in various roles including Vice President Financial Consultant and Financial Consultant. Prior to that, she worked as a Portfolio Consultant at Charles Schwab and held positions at Estate Planning Associates and Morgan Keegan. Michelle is a Certified Financial Planner™ with 27 years of experience in the financial services industry. She focuses on assisting affluent individuals and their families with wealth planning. Michelle aims to understand her clients' needs, goals, and preferences to help them make prudent decisions regarding investments and financial planning. She holds a California Insurance License.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Martin Weber is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Natalie Berning is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, OR, holding a Series 66 designation and 11 years of industry experience. She is also associated with OnPoint Investment Services, where she supports the sale and service of non-deposit investment products to members of OnPoint Community Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.