Alex Nguyen is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He worked at CUNA Brokerage Services, Inc. for 19 years prior to joining LPL Financial in 2022. Outside his advisory role, he is involved in the sales and servicing of supplemental insurance, including supplemental Medicare insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages KJ Kalin, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Lee Farmer is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fisher Investments and Holowesko Partners. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and thorough due diligence on alternative investments.

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.

Andrew Gray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Vancouver, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Wells Fargo and held various positions in education at institutions including Washington State University and Clark College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

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 financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles, including positions at Redfin Corp. and United Parcel Service. Outside of his advisory role, he coaches high school football at Seton Catholic Prep. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Michael Ramey is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He previously worked with Jacob Mills, Bridgetown Wealth Management, and Cole Mills. Ramey has also been involved with community organizations including Friends of the Community Support and Portland Connect. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Henry Jung is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. In addition to his advisory work, he provides income tax return preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services supported by various investment platforms and tools.

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.

Justin Pike is a financial advisor at Merrill with 17 years of industry experience. He has worked at Merrill and Bank of America since 2015, following four years at Ameriprise. Outside of his advisory role, he serves as a Precinct Committee Officer for the Washington County Republican Party in Oregon. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to this role, he has 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Zachary Richter is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Vancouver, WA. He has been with LPL Financial since 2015. Richter operates Ritcher Financial Partners, a DBA business for his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.