Tracie Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. since 2009. In 2023, she was involved with Country Coffee Central Oregon. 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 network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Francisco Valdivieso is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and research to support its retirement-income consulting.

James Schaller is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Schaller is also involved in tax preparation and accounting through his Woodstock Tax Practice in Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

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.

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.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Laura Aeschliman is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2023. Prior to this, she worked for seven years at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following a lengthy tenure at Waddell & Reed, Inc. Beyond his advisory work, he serves as a coach at Hockinson High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Peter Englund is a Financial Consultant who collaborates with clients to create thoughtful financial plans that support their goals, reduce stress, and align their money with what matters most to them. His approach is grounded in leadership shaped by his military service and fueled by authentic connection. He has professional experience as a Planning Consultant at Fidelity Investments from 2023 to 2024, a Financial Advisor with Cetera Advisor Network from 2021 to 2023, and as an Internal Wholesaler at American Funds from 2015 to 2017. Outside of his professional career, Peter enjoys baseball, camping, fishing, golf, and parenthood.

William Lockwood is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.