Brian Nelson is a financial advisor at Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at Ameriprise, Uber Technologies, Inc., Lyft, and From Here to There, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Robyn Brooks is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. and has experience with 280 Group (dba Productside) and NAVEX Global. Brooks also serves as a power of attorney for her father's trust. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Colucy is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Ameriprise and its related entities since 2016. Outside of his advisory work, he moderates IrishEnvy, a sports website focused on Notre Dame athletics. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice centered on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Matthew Stack is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by strategic asset allocation models and a centralized operational structure.

David Pazourek is a financial advisor at Charles Schwab in Beaverton, OR, holding CFP® and ChFC® designations with 31 years of industry experience. He has been with Charles Schwab & Co., Inc. since 1999 and Charles Schwab Bank, ssb since 2005. Outside of his advisory role, he owns a town home that he rents out through a property management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized custody and operational infrastructure.

Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively. Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans. He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.

Sriram Hariharan is a financial advisor at Edward Jones in Beaverton, OR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Nike Inc and Flexe Inc, as well as operating his own business, Kids-Tyme LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heather Parson is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she operates an Airbnb rental from her home. 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, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Sharon Hidaka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Giang Tran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 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, while also being affiliated with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach based on modern portfolio theory and offers both non-discretionary and discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Randy Dunn is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 11 years at Securities America Advisors, Inc. and Securities America, Inc. Randy also operates The Dunn Agency, Inc., an insurance agency he founded in 1991 that sells term and potentially universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management, and integrates research from LPL Research and third-party subadvisors.

Nicole Haseltine is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Fisher Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. She is based in Camas, WA. 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 decision process and utilizes tax-aware strategies and various risk management techniques to manage diversified portfolios.

Cindy Iseli is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range 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.

Tonya Nichols is a Series 66-registered financial advisor at RBC Capital Markets with 20 years of industry experience. She previously worked at Robert W. Baird from 2012 to 2017 before joining RBC Capital Markets. Nichols serves on the board of directors for the Oregon Humane Society, where she is involved in fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and a range of advisory programs featuring discretionary and non-discretionary portfolio management supported by both in-house and third-party managers.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Brian Suher is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Ameriprise in 2022, he worked for RBC Capital Markets Corporation from 2008 to 2022. He serves on the Board of Directors for the Oregon Jewish Community Foundation and is Treasurer of Congregation Neveh Shalom. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s recommendations draw on internal research and third-party data and operate within an investment framework influenced by affiliated product relationships.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon, holding the ChFC® and Series 63 designations. He has 35 years of industry experience and has been with LPL Financial since 2004. Iverson operates two DBAs, Byrd Financial Group and Oak Tree Financial, both based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

Owen Dodson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a food 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 modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.