Keegan Banks is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fisher Investments and Franklin Templeton Investments. Banks has also spent time as a full-time student and has experience at Oracle Corporation. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

David Moyne is a Private Wealth Advisor with Merrill Private Wealth Management. He has been with Merrill since 1994, when his team was among the first hired to help establish the firm's high net worth client division, formerly known as the Private Banking and Investment Group. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Individual and Corporate Investment Strategy, and Tax Minimization. David has been working in wealth management since 1983, beginning his career after being selected for Morgan Stanley's MBA training program. He holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from UCLA Business School, a Master's Degree from Mount Holyoke College, and a Bachelor's Degree from the University of Massachusetts. In college, David lettered in three varsity sports and continues to have a strong interest in athletics. Outside of his professional life, David is active in his community and has served on several nonprofit boards. He is married and has three teenage boys. His personal interests include football, painting, running, scuba diving, skiing, surfing, and spending time with his family. David also plays the saxophone, guitar, and piano professionally.

Richard Wilhelmi is a CFP®-certified financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches incorporating diversification and modern portfolio theory.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Steven Newman is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop and strengthen their financial plans to work toward financial success by understanding their priorities. Steven has experience in the financial services industry, having worked as an Investment Counselor at Fisher Investments from 2019 to 2022, a Financial Advisor at Merrill Lynch from 2018 to 2019, and a Financial Advisor at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Steven enjoys snowboarding, swimming, tennis, and traveling.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked for 18 years at KMS Financial Services, Inc. Outside of his advisory role, he manages Meyer Wealth Management NW, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Jennifer Ming is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Merrill in 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Mcglinn is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. from 2012 to 2021. Outside of his advisory role, he is involved in property management as an owner and manager of real estate in Salem, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Zarykk Davis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles outside of the financial services industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Keith Holmgren is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Holmgren serves as successor trustee for the H Family Trust. 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 and profit-sharing plans, corporations, and charitable organizations.

Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC, a legal services firm, since 2012. In addition to his advisory work, he serves as a notary and is active in legal services through his firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Jason Hurley is a financial advisor with Wells Fargo Clearing in Beaverton, OR, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 broader set of financial product offerings than is typical for large institutional advisers.

Adam Anderson is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and previously spent nine years at RBC Capital Markets Corporation. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, WA, holding the Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (including its predecessor, LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of his advisory role, he operates a DBA called Laurus Wealth Management. LPL Financial is a national 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 model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Wesley Peltzer is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

David Thomas is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Washington County Community Corrections and WestCare. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Ronald Lam is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities, and currently operates in Oregon City, OR. In addition to his role at Ameriprise, he manages an advisory business at Wealthbridge Advisors, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic tools with professional oversight to support client retirement planning.