Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, with seven years of industry experience. He holds the Series 66 designation and previously served as a pastor at St Matthew Lutheran Church, providing services, counseling, and leadership to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Lauren Riley is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. She has been with Fisher Investments since 2019. Prior to her advisory career, she worked in education and with the Spanish Ministry of Education. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Matthew Ferrua is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 license and one year of industry experience. Prior to joining LPL Financial in 2022, he worked at Nick Krautter PC and Keller Williams Portland. He is also involved in mortgage and real estate services through RPI Real Estate. 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 a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jack Gross is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and four years of industry experience. He has worked at UBS Financial Services since 2017, with a brief tenure at Global Retirement Partners in 2018-2019, and has experience at Dominican University of California. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and access to a broad range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerance.

Alexander Culhane is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held roles in diverse fields including work with the Progressive Turnout Project and various academic institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products.

Marilyn Morrissey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with LPL Financial. Her background includes roles at Avantax Investment Services, 1st Global Advisors, and operating The Morrissey Group, LLC since 1982. She is also involved in tax preparation and accounting through The Morrissey Group LLC. 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 a range of advisory and brokerage services with a diverse platform that includes model portfolios, third-party asset management, and institutional programs.

Chelsea Dwyer is a Financial Advisor at Merrill Lynch Wealth Management. She takes a client-centered approach to wealth management, beginning with understanding each individual’s life priorities, family, and financial situation. Chelsea’s goal is to collaborate with clients to create personalized plans tailored to their goals and aspirations. With a background in both finance and psychology, Chelsea focuses on learning about each client’s motivations and definitions of financial success, whether that means traveling the world or leaving a legacy. She is particularly dedicated to supporting women investors by addressing their unique financial challenges and empowering them through education. Chelsea holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Western Washington University. Outside of her professional work, Chelsea enjoys baseball, cooking, traveling, yoga, and spending time with her husband and dog.

Stephanie Palomino is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She previously worked at M Holdings Securities, Inc., Merrill, Bank of America, N.A., the US Securities & Exchange Commission, the US Bankruptcy Court, and TTE Law Group LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Walker Albrecht is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pinnacle Partners, and held other roles outside the financial industry. Charles Schwab serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary managed accounts and employs a multi-asset strategic allocation approach supported by centralized custody and supervision.

Allen Paul Agol is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, Provident Credit Union, PEPSICO, and Abu Dhabi Commercial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored recommendations through a centralized consulting team.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brenden Sornson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work history includes roles at Aerotek Staffing, Alliance Insurance Group, and Tilly's Clothing Store. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Jonathan Whipple is a financial advisor at Raymond James Financial Services Advisors, Inc. with ten years of industry experience. He previously worked at Morgan Stanley and Columbia Bank. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Curtis Shirey is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles with Waddell & Reed and his own communication coaching business. He has been involved in community service through the Rotary Club of Portland. 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 a range of financial planning and investment management solutions, combining large-scale advisory services with diverse non-advisory financial products.

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2004. Byrd also operates a DBA business under Byrd Financial Group related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Benjamin Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2023, he worked at D.A. Davidson & Co. for eight years and spent six years with Morgan Stanley in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding the Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a range of portfolio management styles.

Marcia Wolly is a financial advisor with Raymond James Financial and holds a Series 65 credential. She has 22 years of industry experience and concurrently serves as president and sole owner of Primary Research Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, offering a range of advisory programs and supporting municipal and public-finance work through its affiliation with a municipal advisor.

Joseph Brazil is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011, following a decade at Stone & Youngberg LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.