Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2010. Outside of his advisory role, he is an insurance agent for The Commerce Company, where he solicits and processes life insurance business. 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, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Laura Beard is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Vancouver, WA. Prior to focusing on financial advising, she worked in various roles including bartender and cashier at Happy Valley Station 30 Taps and held positions in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide advisor and branch network.

Glenn Wanner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. He holds Powers of Attorney for family members, including his mother and spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Hedlund is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stifel, Vector Solutions, Merrill, and Banc of America Investment Services. Hedlund is based in Vancouver, WA. 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, utilizing proprietary research, third-party data, and a structured recommendation process.

Paula Roberts is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. Outside of finance, she owns a personal crafting and home décor business called Decor by Jorg and is involved in sales of health and fitness products with Beachbody Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

James Parker is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 2002. Parker serves on the board of URS Electronics, an electronic parts wholesaler, and holds leadership roles in several nonprofits, including treasurer and finance chair positions at the Arlington Club Heritage Foundation and the Oregon Historical Society. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Richard Fisher Jr. is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and JPMorgan Securities LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Darlene Ortiz is a financial advisor with Wells Fargo Clearing based in Vancouver, WA. She holds Series 63 and Series 65 licenses and has prior experience at Guild Mortgage and Umpqua Bank. Ortiz has been with Wells Fargo since 2025. 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.

Christopher Rainwater is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked with Metis Wealth Advisory Group. In addition to advising, he supports producing advisors at Metis Wealth Advisory Group in a non-owner associate role. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Eric Christofferson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Wells Fargo Advisors. Outside of his advisory work, he serves as a ski coach for the Multnomah Athletic Club Ski and Snowboard and is a board member of the Cascade Ski Club & Lodge. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Lucas Newman is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at several firms, including First Republic Bank and First Republic Investment Management. Newman is based in Portland, OR. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alisha Cannon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of the West, BancWest Investment Services, and Landmark Tax and Investment Services. She is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Andrew Anderson is a financial advisor at Wells Fargo Advisors in Portland, OR, with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has held positions within Wells Fargo affiliates since 2009. Outside of his advisory role, he has ownership interests in two investment-related ventures, Anderfish LLC and Northwest Cedar Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions and other niche areas, supported by Wells Fargo research and tools.