Darrell Wilcox is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Fisher Investments for four years and has held roles outside finance, including positions at Breakside Brewery and Bumpers Grill and Bar. Charles Schwab 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, and operates with a large scale that integrates advisory, brokerage, custody, and cash management services.

Floreid Walker is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. Walker has 38 years of industry experience, including 14 years at Sagepoint Financial and over two decades at AIG Federal Savings Bank. Outside of advisory work, Walker is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through multiple custody platforms and proprietary model strategies, with additional services from approved third-party managers.

Darren Gross is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He previously held roles at Bank of America, Merrill, and JP Morgan Securities. Gross is also affiliated with Onpoint Community Credit Union and Onpoint Investment Services in Portland, OR, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering tailored financial planning and investment consulting. The firm supports its clients through a variety of advisory programs and utilizes advanced analytical tools and technology in its services.

Eric Qualheim is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and implements tax-aware and risk management strategies.

Matthew Asay is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hernan Prince is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Amazon and JPMorgan Chase Bank, N.A. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Connie Walker is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Jennifer Alsman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she held roles at Fluence PC and Reliance Connects/Cascade Utilities Inc. She is also the owner of a rental property managed by Vacasa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Jimmy Wang is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at La Francaise Forum Securities for four years. Outside of his advisory role, he operates Jimmy Runs Money LLC and also works as a driver for Uber. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment models and offers ERISA fiduciary services to qualified plans.

Jennifer Cornett is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked with Cambridge Investment Research in various capacities since 2010 and spent one year at IFP Securities LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Michelle Serlin is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity for over 16 years, serving in various roles including Vice President Financial Consultant and Financial Consultant. Prior to that, she worked as a Portfolio Consultant at Charles Schwab and held positions at Estate Planning Associates and Morgan Keegan. Michelle is a Certified Financial Planner™ with 27 years of experience in the financial services industry. She focuses on assisting affluent individuals and their families with wealth planning. Michelle aims to understand her clients' needs, goals, and preferences to help them make prudent decisions regarding investments and financial planning. She holds a California Insurance License.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Martin Weber is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Alex Nguyen is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. since 2003. In addition to his advisory work, he is involved in the sales and servicing of supplemental insurance, including Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns KJ Kalin, Inc., which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, point-in-time retirement income recommendations through a centralized consulting team.

Lee Farmer is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and Holowesko Partners. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lyssa Richards is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. She has been with Fisher Investments since 2018 and previously worked at Thomas Howard Murphy OD Inc. from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware and risk management strategies.

Edward Lang is a financial advisor with UBS Financial Services in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 1995. Lang owns two vacation cabins that are rented through Brasada Ranch in Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Mark Haun is a financial advisor with Morgan Stanley in Portland, Oregon, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for an oil and gas company and is involved in several business ventures, including software development and health products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of advisory programs, utilizing firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates.