Sarah Fowler is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2020, she worked at the Cabinet Office of the British Government, The London School of Economics, and Scholastic, Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and manages risk using tax-aware processes and various defensive tactics.

Thomas Markham is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and was previously affiliated with Securities America Advisors, Inc. for 19 years and SECURITIES AMERICA, Inc. for 33 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios that include a broad array of investment types.

Joseph Aley is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. He also owns and operates Aley Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Gregory Hiatt is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Amy Hays is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at Stifel, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. She holds the Series 63 and Series 66 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Peter Weber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JP Morgan Securities LLC since 2015 and at JPMorgan Chase Bank since 2020. 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 applying an ESG eligibility framework when recommending strategies. The firm delivers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

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® professional with 13 years of experience in the financial services industry, currently affiliated with LPL Financial. He has previously worked with Cambridge Investment Research Advisors and owns Finity Group LLC, an independent insurance agency. Pratt also serves as treasurer and board member of the Portland Pearl Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Mork is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Outside of his advisory role, he serves on the finance and investment committee of the Ronald McDonald House in Portland, supporting families of sick children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

David Kirchfeld is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at Freedom Mortgage and Wells Fargo Home Mortgage, where she spent 20 years. Outside of her advisory work, she is employed 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Kimberly Lyon is a Series 66-licensed financial advisor with Cetera, bringing two years of industry experience. She also serves as a partner at Jones & Roth, P.C., a CPA firm where she leads assurance engagements and provides tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services across multiple program structures and custodial relationships.

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.

Douglas Everett is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at VOYA Financial Advisors from 2014 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with a focus on universal life insurance. Ameriprise is a large institutional firm that provides a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.