Nathalia Case is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and has prior work experience in retail and education. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

David Woodson is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cammack Larhette Brokerage Inc. and Ameriprise Financial Services. Woodson also manages tax preparation and accounting services through LWM Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations across the United States. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Darren Rankin is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was co-owner and CEO of Creative Media Development, a creative agency. He no longer has active responsibilities with the agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Stephen Arthur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Jennifer Pacific is a financial advisor at RBC Capital Markets in Portland, OR, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of directors for Irvington Cooperative Preschool, where she handles financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to clients’ risk profiles and employs a combination of in-house and third-party managers, providing various options including tax management and responsible investing.

Roderick Holden is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at Cambridge Investment Research, Inc. for nine years and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the founder and owner of FutureNest and serves as a publisher and information provider for The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies, using multiple custody platforms and customizable discretionary or non-discretionary approaches.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Hirschberger is a financial advisor at Edward Jones in Portland, OR, holding the CFP® designation and Series 66 license with 15 years of industry experience, all with Edward Jones. He serves as a career advisor at Willamette University, assisting recent graduates with career searches and resume building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and additional affiliated capabilities beyond advisory services.

Roxana Ahmadifard serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, initially joining as a Financial Consultant. Prior to that, Roxana worked as a Financial Advisor at Edward Jones from 2017 to 2020. In her role, Roxana focuses on understanding her clients' needs to develop personalized, comprehensive financial plans that address both current and future objectives. She emphasizes building relationships based on trust and transparency, educating clients throughout the process, and regularly reviewing and updating their financial strategies. Roxana holds a California Insurance License. Outside of her professional responsibilities, she enjoys activities such as going to the beach, camping, fitness, outdoor adventures, reading, and traveling.

Brian Speer is a financial advisor with Wells Fargo Clearing in West Linn, Oregon, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Randall Mahar is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Elizabeth Stewart is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2007. Outside of her advisory role, Stewart serves as a board member for the One Hundred Forty-First Avenue Homeowners Association and works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates a broad range of investment options, including insurance-related vehicles, and acts as an ERISA fiduciary when providing investment recommendations.

Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Dustin Arn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals, families, and business owners to develop personalized financial strategies aimed at pursuing long-term goals. Dustin and his team emphasize a holistic approach to wealth management, utilizing disciplined investment processes centered on asset allocation and diversification. Born and raised in Portland, Oregon, Dustin holds a Bachelor's Degree from Portland State University with majors in Finance and Marketing. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dustin is a member of The Arn Group, a wealth management team with over 25 years of experience. In addition to his professional focus, Dustin participates in community volunteering and enjoys a variety of outdoor activities including biking, camping, fishing, hiking, skiing, and surfing. He also has interests in music, reading, and writing. Fluent in English and Spanish, Dustin values building professional and personal relationships with clients and their families.

David Dietzler is a financial advisor with Charles Schwab, holding Series 65, Series 63, and Series 66 licenses and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Transamerica Investors Securities Corporation, and Mutual of Omaha. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Calvin Roberts is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 credentials. He has seven years of industry experience and previously worked at Steward Partners and Northwestern Mutual Investment Services. Outside of financial advising, he is the CEO and co-founder of Flag'em Games LLC, a company that produces drinking and board games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services including divorce and estate-settlement planning.

Shalisa Beck is a CFP® professional based in Lake Oswego, OR, with 34 years of industry experience. She currently works with Charles Schwab, having held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank since 2021. Prior to Schwab, she was with Waddell & Reed, Inc. and Country Capital Management Company. Outside of her advisory work, Beck is a competitive bodybuilder aiming to compete at the national level and occasionally provides training to women through her business, Becoming Her, LLC. 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 both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.