Mark Lewis is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Clifford Smith is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning. The firm employs a collaborative, non-discretionary approach utilizing proprietary research and algorithmic tools within a defined investment framework.

Ethan Bays is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving clients at UBS Financial Services since 2014. He holds the Series 66 designation and is based in Portland, OR. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining LPL Financial, Thomas was involved in the brewing industry as the owner of Yakima Craft Brewing Co DBA Hop Capital Brewing Co for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Toshie Miura is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Equitable Advisors, Prudential, and Principal Financial Services. Outside of financial advising, she owns a business providing self-development seminars, coaching, consulting, and publishes related books, as well as offering translation and interpretation services between English and Japanese. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various model portfolios, third-party managers, and customizable investment strategies.

Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Based in Vancouver, WA, he has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Michael Sheridan is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He co-founded the Newhouse Sheridan Group, where he and his team focus on implementing wealth management strategies for corporate executives and founders of institutionally funded start-ups. His expertise encompasses corporate executive services, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, and family wealth management strategies. Michael holds the Certified Exit Planning Advisor (CEPA) designation, recognizing his specialization in aiding founders and business owners in planning company transitions or sales. Michael's professional background includes more than a decade of experience at financial institutions such as Morgan Stanley and Paine Webber before joining Merrill Lynch. He earned a Bachelor of Science degree in Marketing Management from Virginia Tech University and an MBA from New York University's Stern School of Business. He serves on the Board of Directors for TiE Oregon, an organization fostering entrepreneurship through mentoring, networking, education, and funding. Residing in Portland, Oregon, Michael and his wife Trina are parents to two children, Kate and Evan. He is actively involved in the community and has contributed to organizations including the Autistic Society of Oregon, BikeFirst, Girlfriends Run for A Cure, and the Refugee Education Project. His personal interests include basketball, cooking, fishing, football, golfing, hiking, music, reading, spending time with family, and watching movies.

Alec Horley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 20 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he serves as a for-profit board member of the Multnomah Athletic Club in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and model portfolios.

Carla Stenberg is a financial advisor with LPL Financial in Milwaukie, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial and its predecessor firms since 2002. Carla serves as a board director for the Portland Rose Festival Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bradley Heath is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera and its related entities since 2018 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball referee for the Evergreen Basketball Officials Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Reid Frumkin is a financial advisor with Fisher Investments, holding a Series 66 designation and 16 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he serves as a Director at Large for Greenpoint Partners, LLC, a company involved in energy auditing software licensing, where he contributes to general strategic planning. 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 approach combining quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base with extensive sub-advisory relationships.

Skye Dahl is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and bringing 23 years of industry experience. Dahl has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice, utilizing a range of investment research and algorithmic tools within a defined investment universe.

Mary Gordon is a financial advisor with OSAIC in Portland, OR, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at StanCorp Equities, Inc. and The Standard. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include a range of investment types and can be managed on discretionary or non-discretionary bases.

Benjamin Santiago is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Do It Best, and PVH Corp. – Calvin Klein. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Chad Carnahan is a financial advisor at Osaic Wealth, Inc. based in Portland, OR, holding Series 63 and Series 66 designations with eight years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and M Holdings Securities, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Karoll McMullen is a Financial Consultant who collaborates with clients to co-create tailored financial plans that align with their specific goals and objectives. Karoll emphasizes understanding the unique aspects of each client's situation to help navigate the complexities of financial planning and support prudent wealth decisions. Karoll has held multiple roles at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Investment Solution Representative in 2020, and Customer Relationship Advocate from 2018 to 2020. This experience reflects a comprehensive background in investment consulting and client relationship management. Outside of work, Karoll enjoys board games, outdoor adventures, photography, reading, snowboarding, and volunteering.

Colt Richards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, an Investment Counselor at Fisher Investments from 2022 to 2024, and a Financial Advisor at EKC Advisors LP from 2019 to 2022. As a Certified Financial Planner™, Colt focuses on providing peace of mind through education and holistic financial planning. His approach involves aligning families with financial plans that support both their financial goals and what matters most to them in life. Outside of his professional work, Colt has interests that include board games, food, parenthood, puzzles, and singing.

Maxwell Senf is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at Columbia Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he maintains involvement with Uber as a rideshare driver. LPL Financial is an 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, and retirement consulting through a national network of investment adviser representatives.

Spencer Arn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a variety of financial services including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Arn holds a Bachelor's Degree from Southern Oregon University and is a Personal Investment Advisor (PIA). His approach involves connecting all aspects of a client's financial life to help prioritize and pursue their most important goals. Born and raised in Portland, Oregon, Arn and his team work with individuals and families to create customized and comprehensive wealth management plans. Outside of his professional work, Arn enjoys biking, camping, fishing, golfing, music, skiing, traveling, and spending time with his family, often exploring the outdoors of Oregon.