Christian Coughlan is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at J.P. Morgan Securities. Coughlan is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hung Butzer is a financial advisor at Charles Schwab with 7 years of industry experience. He holds a Series 66 designation and has worked at firms including Key Investment Services, Edward Jones, and Albina Community Bank. Outside of his advisory role, he is a certified National Notary Associate and works as a loan signing agent. Charles Schwab & Co., Inc. 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 solutions supported by a large scale and integrated service model.

John Harrison is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves on the program committee of the Rotary Club of Portland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies through its network of financial advisors.

Yen Phuong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Key Investment Services and Key Bank. Outside of her advisory role, she is co-owner of Phuong Consulting, a small business involving rental property and minor automotive services managed primarily by her husband. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicole Beck is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2014. Outside of her advisory role, she serves as a budget committee member for the City of Canby, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Francisco Garcia is a financial advisor at Edward Jones in Hillsboro, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cedar Mills Bible Church and Road to Hope, as well as positions outside the financial industry. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, through a nationwide network of advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Benjamin Southard is a financial advisor with Fisher Investments, holding a Series 65 designation and 12 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he serves on the board of Community and Career Solutions Inc., an organization that assists disabled individuals in finding employment. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Michael Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000, focusing on retirement income planning and personal investment management. Michael serves affluent business owners and individuals across the United States, with particular focus on the Pacific Northwest and Mid-Atlantic regions. He utilizes a disciplined, time-tested process starting with a thorough analysis of a client's financial situation to develop customized asset-allocation strategies aimed at exceeding return requirements over agreed investment horizons. Michael holds a Bachelor's degree in Business and Marketing from the University of Colorado at Boulder. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He provides clients access to Merrill's full range of services and insights from their network of specialists, leveraging the firm's research and product offerings to deliver financial strategies and wealth management solutions. Raised near Washington, D.C., Michael relocated to Oregon in 2004 to build his practice and currently resides in Lake Oswego with his family. He is involved with the Vital Ground Foundation. Outside of work, Michael enjoys activities such as chess, hiking, music, photography, reading, scuba diving, skiing, and traveling.

Steven Savage is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2014. He is the owner and president of Savage Investment Strategies and serves on the advisory board and finance committee of The Historic Trust, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Burton is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors. Outside of his advisory role, he serves as a board member of the Newberg High School Football Booster Club, involved in establishing and fundraising for the organization. Merrill, together 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, pension plans, corporations, and charitable organizations.

Aaron Eichenbaum is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves as president of Eichenbaum Bateman Larkin CPAs LLC, where he manages business operations and provides tax preparation, accounting, and forensic accounting services. He is also treasurer of the Oregon Defense Attorney Consortium. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sebastian Araguas is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo Advisors, Morgan Stanley, and Apple, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management using multi-asset model portfolios and a centralized operational structure.

Andrew Pollack is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory work, he serves on the Board of Directors and as President Ex-Officio of the Central East Portland Rotary Club and is a general board member of the Ducks Unlimited Portland Chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary research tools, with distinctive enrollment criteria requiring a minimum level of investable assets and inclusion of Ameriprise managed assets.

Conor Stanton is a CFP® and holds a Series 65 license, working with Fisher Investments in Vancouver, WA. He has eight years of industry experience and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit‑sharing plans, foundations, investment companies, and high‑net‑worth individuals. The firm provides discretionary portfolio management across multiple asset classes, employing a centralized investment approach that combines quantitative and qualitative analysis to construct globally diversified portfolios.

Thomas Savinar is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as Vice President and Chair of the Governance Committee on the Board of Directors for CASA of Oregon, a nonprofit supporting foster children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Cole Chase is a financial advisor with Raymond James Financial in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked with Raymond James Financial and its affiliates since 2005. He is also an insurance agent and serves as an independent contractor for The Commerce Company. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Hope Alabi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Raymond James in 2025, Alabi worked at M Financial Securities Marketing, Inc. and M Holdings Securities, Inc. for nearly two decades. Alabi also works as an independent contractor for Columbia Wealth Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Ronda Schleicher is a financial advisor at UBS Financial Services with 26 years of industry experience and holds a Series 66 designation. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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 provides access to proprietary research and a broad range of capital markets solutions.

John Lee is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Key Investment Services and KeyBank. 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 from Wells Fargo Investment Institute and third-party sources.

Brandon Gasperini is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including positions at HR Block and Oregon State University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.