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.

Stephen Wilmot is a CFP® professional with 42 years of industry experience. He has been affiliated with LPL Financial and Seasons Financial Group since 2002. Outside of his advisory work, he serves as a board member for Western Seminary and works as a tour host specializing in trips to Turkey and Israel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic, tactical, and alternative investment approaches.

Rian Patrick is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience at Guild Mortgage, Homebridge Financial, and HomeStreet Bank. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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.

Rebecca Miller is a Series 66-credentialed financial advisor with Merrill in Portland, OR, where she has worked since 1999. She has 25 years of industry experience. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Cuso Financial Services, Wells Fargo Clearing, and Wells Fargo Investments. He serves as a nonprofit board member for the Willamette Valley Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisor-led account management using various investment strategies and provides extensive operational and research tools, alongside a diverse platform of financial products and services.

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.

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.

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 27 years of industry experience. She holds a Series 66 designation and has held prior positions at Morgan Stanley and Merrill. Schleicher is based in Portland, OR. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

Elma Gazibara Mujcic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Mari Howell is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank, N.A. since 2011. Earlier in her career, she was at Kms Financial Services, Inc. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation along with Series 63 and 65 licenses. He has 16 years of industry experience, including 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. Lishka operates Lishka Financial, a DBA aligned with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of investment strategies.

Paul Wargnier is a financial advisor with Merrill in Portland, OR, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. He has worked at Wells Fargo Bank, N.A. for 17 years before joining Bank of America and Merrill in 2017. 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 strategies for individuals, high-net-worth clients, and institutional investors.