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.

Kelly Hale is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hale serves on the boards of De La Salle College Preparatory and the University of Oregon Health Science Foundation, and he is a co-trustee of a family trust related to a farming operation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

William Andres is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank, N.A., and held roles at Exclusive Wireless/T-Mobile and Portland State University. Outside of advisory work, he has ownership in a residential rental property in Hermiston, Oregon. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Naghmeh Asiaei Pourassef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Conner George is a Financial Consultant with extensive experience advising some of the world's largest financial institutions, family offices, and high-net-worth individuals. He partners with clients to educate and empower them, working toward their financial goals through comprehensive assessment, strategy implementation, risk and performance monitoring, and ongoing analysis and communication. Prior to his current role, Conner held multiple positions at D.A. Davidson Companies from 2014 to 2022, including Senior Vice President, Vice President, Associate Vice President, and Associate in Institutional Equity Sales. This experience provided him with a deep understanding of institutional equity markets and client relationship management. Outside of his professional work, Conner enjoys camping, golf, music, outdoor adventures, skiing, and snowboarding.

Nicholas Nygard is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023, following prior experience at JGP Wealth Management and time focused on full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Christopher Goetz is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Network and Canyon Financial Group. He is also the owner of Vesta Fortuna Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and bespoke strategies under various program structures and custodial relationships.

Brittany Castro is a financial advisor at Fisher Investments with six years of industry experience. She holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emily Elder is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has worked at Fisher Investments since 2021. Outside of her advisory role, she is a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and is notable for its centralized investment decision process and extensive sub-advisory relationships.

Denise Patridge is a financial advisor at Charles Schwab with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 1983 and 2005, respectively. 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 affiliated discretionary separately managed accounts and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Ryan Jones is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First Republic Securities Company and First Republic Investment Management. Outside of his advisory work, Jones is an owner and capital investor in Tackle AI, a technology company specializing in artificial intelligence applications, and he serves on the boards of Transitional Youth, an organization supporting homeless youth in Portland, and NOE International, which provides educational programs in low-income neighborhoods in Mexico. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Natalie Taylor is a financial advisor at UBS Financial Services in Portland, OR, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at First Republic Investment Management, Cable Hill Partners, and Farallon Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

David Herrell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC and Larry Miller Ford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brooks Berardi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, and McCoy Foat Wealth Management Group. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach and firm-approved analytical tools.

Sergei Vassilenko is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is affiliated with Raymond James Financial in Beaverton, Oregon, and has worked with OnPoint Investment Services since 2016. 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 clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting.

Marc Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for over two decades before joining Cetera in 2025. In addition to his advisory role, he operates a tax preparation and accounting business through Aigner & Co. in Portland, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment managers.

Sierra Muecke is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, she was with Foresters Advisory Services and Foresters Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.