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.

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.

Walter Denkers is a financial advisor at Osaic with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial for 17 years prior to joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship providing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs various portfolio construction tools and automated rebalancing strategies.

Yukari Taguchi is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, she spent multiple years with SCF Investment Advisors, INC. and SCF Securities, Inc. She also engages in mortgage and real estate services as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a large network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Francis Correale Jr. is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is involved in designing, manufacturing, and selling clothing through a business he owns with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is grounded in modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Carbaugh is a financial advisor with Ameriprise in Clackamas, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Edward Jones, StanCorp Equities, Standard Insurance Company, and Wells Fargo. Outside of his advisory work, he is involved in managing his Ameriprise business ownership activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with financial advisors to produce recommendation reports leveraging proprietary research, third-party data, and algorithmic tools.

Laurel Numbers is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 66 credential and 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Outside her advisory role, she serves as a board member for Friends of Hospice, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Ethan Wilson is a financial advisor with UBS Financial Services in Portland, Oregon. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining UBS, Ethan worked at Topgolf Callaway Brands and Sunriver Resort. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

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 at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Resch is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His background includes roles in education and various service positions prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

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.