William Lockwood is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and several accounting firms where she provided CPA services. She is also the owner of Reaves & Co CPA, a tax preparation and accounting business in Vancouver, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management.

Catherine Rath is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. She provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of focus include college education planning, equity compensation services, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She holds the designation of Personal Investment Advisor (PIA). Catherine earned her Bachelor's Degree from Tulane University and is a member of the Omicron Delta Epsilon Economics Honors Society as well as Women in Insurance and Financial Services (WIFS). She is involved in community initiatives such as the Portland Food Forest Initiative and Rose's Restaurant Group Emergency Staff Relief Fund. She is fluent in English and French.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Knotts is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Stuart Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. Since joining Merrill Lynch in 1998, he has focused on assisting private clients primarily in the Southwest Washington and Oregon communities to achieve their retirement and wealth planning goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Stuart holds a Bachelor of Science degree in economics with a minor in business from the University of Oregon, earned in 1989. He also holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Stuart is committed to developing personalized financial strategies tailored to his clients’ long-term goals through one-on-one collaboration. Residing in Vancouver, Washington, Stuart lives with his wife, Kathy, and has three adult children. He is actively involved in his community, volunteering with organizations such as Project Lemonade, which supports foster youth with school supplies, and the Southwest Washington Food Bank. In his personal time, Stuart enjoys football, golfing, and spending time with his family.

Matthew Werth is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 designations with 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and analysis.

Christopher Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 28 years of industry experience. Prior to joining Raymond James in 2018, he worked for U.S. Bancorp Investments for 15 years. Meyer serves as an officer and member of the finance and investment committees at William Temple House, a nonprofit organization. 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 using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Elishah Mcdaniel is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Jeffrey Granger is a financial advisor at Ameriprise in Vancouver, WA, holding a Series 66 designation. He has one year of industry experience and previously worked in the wine industry and at United Parcel Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Grace Moynihan is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill and Bank of America/Merrill, and has experience outside finance including a role at Moet Hennessy. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor plans according to clients’ goals and risk tolerances.

Michael Burgoyne is a financial advisor with LPL Financial in Vancouver, WA, holding the CFP® and ChFC® designations. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Laurus Wealth Management and LWM Inc., entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Ronald Barnette is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has prior experience at Pacific NW Federal Credit Union, CUSO Financial Services, Fisher Investments, and U.S. Bancorp Investments. Barnette operates under the trade names iQ Investment Services and Pacific NW Investment Services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jed Conradi is a financial advisor with Edward Jones in Camas, WA, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of advising, he has a rental property business in Vancouver, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Miller Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. He serves as a trustee of a family trust. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group to inform asset allocation and financial planning.

Brian Crawford is a financial advisor at Fisher Investments with 7 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers services such as sub-advisory and retirement plan management.

Christopher Nagle is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently advising at Fisher Investments since 2014. Based in Vancouver, WA, he holds Series 63 and Series 65 licenses. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages equity, fixed-income, and blended mandates, including sub-advisory and retirement plan services, and is notable for its significant non-U.S. client base and extensive sub-advisory relationships.

Matthew Richardson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean O Dalaigh is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities. He is based in Vancouver, WA. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.