Michael Eaton is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and Allstate Financial Services. He is based in Portland, Oregon. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Florence Kawai is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in property management of a jointly owned rental property in Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 planning process supported by firm-approved tools and models.

Christopher Talbert is a CFA® charterholder with 13 years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at Wellington Management Company, Teucrium Trading, LLC, and Foreside Fund Services, LLC. Outside of his advisory work, he owns and manages a rental property in Burlington, Vermont. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and manages a range of separate accounts, pooled investment vehicles, and retirement plans.

Shelley Rickman is a Certified Financial Planner (CFP®) with 24 years of experience in the financial industry. She has been with UBS Financial Services in Portland, OR since 2001. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a comprehensive platform that includes custody, underwriting, and capital markets services.

Antonel Urdes is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at UBS Financial Services for 10 years. Urdes serves as President Elect and board member of Congregation Beth Israel and is a member of the Parent Finance Committee at the French International School of Oregon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

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 63, 65, and 66 licenses and previously worked with Waddell & Reed, Inc. and operated Yakima Craft Brewing Co., a craft brewing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment platforms.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior firms include Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Vancouver, WA. 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 portfolios, third-party asset management, and institutional platforms.

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 in Portland, OR, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Before joining LPL Financial in 2015, he worked at Phillips and Company Advisors LLC and Phillips & Company from 2006 to 2015. He serves as a for-profit board member of the Multnomah Athletic Club. 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. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of operational and research tools.

Carla Stenberg is a financial advisor at LPL Financial with 27 years of industry experience. She has been with LPL Financial and its predecessor entities since 2002. Stenberg holds Series 63 and Series 66 credentials. She serves as a director on the Portland Rose Festival Foundation board. 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 and third-party asset management, supported by extensive technology and a large network of financial professionals.

Bradley Heath is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Cetera since 2018 and previously held positions at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he serves as a basketball referee for the Evergreen Basketball Officials Association. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at StanCorp Equities, Inc. and has been affiliated with The Standard for several years. OSAIC serves a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations, offering a range of advisory services supported by firm-provided asset allocation tools and access to third-party money managers.

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.