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.

Alex Nguyen is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. since 2003. In addition to his advisory work, he is involved in the sales and servicing of supplemental insurance, including Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns KJ Kalin, Inc., which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, point-in-time retirement income recommendations through a centralized consulting team.

Lee Farmer is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and Holowesko Partners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lyssa Richards is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. She has been with Fisher Investments since 2018 and previously worked at Thomas Howard Murphy OD Inc. from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware and risk management strategies.

Edward Lang is a financial advisor with UBS Financial Services in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 1995. Lang owns two vacation cabins that are rented through Brasada Ranch in Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Mark Haun is a financial advisor with Morgan Stanley in Portland, Oregon, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for an oil and gas company and is involved in several business ventures, including software development and health products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of advisory programs, utilizing firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates.

Gary Burkard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been affiliated with various Cetera entities since 2012 and is currently based in Vancouver, WA. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Gretchen Olsen is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has served in various roles within Raymond James Financial Services since 2014 and currently works as a Sales Manager at OnPoint Investment Services, managing financial advisors within the OnPoint Community Credit Union program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals, supports wrap-fee advisory programs, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Erik Powell is a Series 66-licensed financial advisor at Edward Jones in Vancouver, WA, with three years of industry experience. Before joining Edward Jones in 2022, he held various roles at companies including United Parcel Service, Redfin Corp., and Alpha Entertainment LLC. Outside of his advisory work, Powell coaches high school football at Seton Catholic Prep High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm operates a large national network of advisors and branch offices and provides services under a fiduciary standard.

Michael Ramey is a financial advisor at LPL Financial in Portland, OR, holding a Series 66 designation with 15 years of industry experience. His prior roles include work at Jacob Mills, Bridgetown Wealth Management, Cole Mills, Friends of the Community Support, and Waddell & Reed, Inc. He has been involved in community organizations such as Portland Connect and Friends of the Community Support. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Henry Jung is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He is also engaged in income tax return preparation as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Spanski Dreffin is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2021 and previously served at VOYA Financial Advisors. Outside of his advisory role, he is a board member of the nonprofit Seahorses PDX. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various investment program options.

Rex Ritter is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992, he has held leadership roles including serving as the complex sales manager from 2000 through 2008. Drawing on his background growing up in a family of entrepreneurs, Rex provides financial guidance to business owners through all stages of their companies, focusing on integrating various aspects of clients’ financial lives to help them achieve their personal and financial objectives. Rex holds multiple professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA). He earned bachelor’s degrees in economics and political science from Boston University and a master’s degree from Cornell University. Additionally, he is a graduate of the National School of Commercial Lending at Southern Methodist University’s Cox School of Business. Rex is affiliated with the National Association of Plan Advisors (NAPA). In his community involvement, Rex is a former Chairman of the Board and current Board Member of University of Rochester’s Highland Hospital, as well as Vice Chairman of its Foundation Board. He also serves on the Board of Directors and Executive Committee of the Rochester Area Community Foundation. He resides in Pittsford, NY with Salley Thornton and has two children. Outside of work, Rex participates in outdoor activities including skiing, marathon canoeing, stand-up paddle boarding, and golf.

Molly O'Hara is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with six years at Edward Jones and a total of five years in the industry. Her prior experience includes roles at OCP and Sunstone Circuits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Eddy Tello Hernandez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, Dairy Queen, and Sam Barlow High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Richter is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at LPL Financial since 2015. He operates Ritcher Financial Partners, a DBA for his LPL business based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

Darren Blanchard is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Securities America, KMS Financial Services, MassMutual, and MetLife. He is also involved in insurance sales and is the owner of Blanchard Wealth Solutions, an LLC used for sharing office expenses and managing related operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party solutions to construct and manage customized portfolios.

Catherine Fix is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 license and has previously worked at First Republic Securities Company, First Republic Investment Management, and Byrd Financial Group. Outside of finance, she has experience with Wishbone Home and Design. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.