Jed Conradi is a financial advisor with Edward Jones in Camas, WA, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of advising, he has a rental property business in Vancouver, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mohamed Shamseddine is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2017 to 2023. He specializes in a personalized, goals-based approach to investing, focusing on collaborating with clients to develop plans that support them through significant life events while prioritizing their goals and needs. Outside of his professional work, Mohamed enjoys camping, hiking, music, reading, traveling, and volunteering.

Robert Miller Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. He serves as a trustee of a family trust. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group to inform asset allocation and financial planning.

Brian Crawford is a financial advisor at Fisher Investments with 7 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. 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 various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers services such as sub-advisory and retirement plan management.

Christopher Nagle is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently advising at Fisher Investments since 2014. Based in Vancouver, WA, he holds Series 63 and Series 65 licenses. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages equity, fixed-income, and blended mandates, including sub-advisory and retirement plan services, and is notable for its significant non-U.S. client base and extensive sub-advisory relationships.

Sean O Dalaigh is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities. He is based in Vancouver, WA. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Nicholas Khamsouk is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides a range of sub-advisory and retirement plan services.

Jeffery Terrill is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing financial guidance to business owners, entrepreneurs, senior executives, and high-net-worth families. He focuses on helping clients navigate complex wealth management issues, particularly in areas such as pre-liquidity-event planning, tax-sensitive investing, and legacy planning. Jeff collaborates closely with clients and their advisors to position businesses for sale or transfer and supports clients in managing lifestyle cash flows and long-term wealth preservation. A graduate of Washington State University with a Bachelor's degree in Business Administration and a minor in Real Estate, Jeff also holds an Associate's degree from Peninsula College. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor® and holds additional professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Jeff has been recognized nationally on Forbes' "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists for multiple years. He serves on the Finance Advisory Board at Washington State University's Carson College of Business. Jeff resides in Lake Oswego with his wife and two sons. Outside of work, he enjoys basketball, biking, boating, fishing, football, gardening, hiking, tennis, traveling, and spending time with his family.

John Donnelly is a financial advisor at Morgan Stanley in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, First Republic Bank, and Bank of America. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Ronald Bright is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Ameriprise in 2020. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.

Michael Brown is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to understand their financial goals and helps simplify complex investing topics to support their long-term aspirations. Prior to his current role, he worked as a Financial Counselor at Principal Financial Group from 2013 to 2022. Throughout his career, Michael has focused on helping clients engage confidently in the financial planning process by exploring strategies and making thoughtful decisions tailored to their needs. Outside of his professional work, he has interests in biking, playing musical instruments, music in general, and parenthood.

Brent Matern is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked with Merrill and Bank of America since 2014. Outside of his advisory role, he serves as a trustee and holds powers of attorney for several private trusts. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Gledhill is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Scottrade, and TD Ameritrade. Outside of his advisory work, he manages a Facebook group called Show Me Your Ramen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and additional services such as tax-efficient management and securities-based lending.

Katherine Knowlton is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2013 and holds the Series 63 designation. Outside of her advisory role, she is a Notary Public for the state of Oregon. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Riley Alferd is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and holistic financial strategies. He works closely with individuals and families to develop personalized financial plans that align with their unique needs, aspirations, and long-term goals. Riley leverages the resources of Merrill Lynch and Bank of America to craft tailored strategies that support clients at every stage of their financial journey. With a focus on client education and empowerment, Riley combines in-depth market knowledge with a disciplined planning process to help clients build, preserve, and transfer wealth. His expertise encompasses college education planning, family wealth management, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Riley holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Nebraska at Omaha. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Riley enjoys boating, golfing, ice hockey, music, pickleball, skiing, spending time with his family, and traveling.

Lauryn Hull is a Planning Consultant at Fidelity Investments, where she collaborates with teams to provide personalized financial guidance aligned with clients' priorities and long-term goals. In her role, she focuses on building trust and transparency while supporting clients through clear communication and education. Her experience in the financial sector includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as roles at Umpqua Bank as a Loan Officer Assistant and Consumer Loan Officer. This background contributes to her expertise in financial planning and client relationship management. Outside of her professional responsibilities, Lauryn enjoys attending concerts, cooking and baking, gardening, outdoor adventures, traveling, and volunteering.

Thomas Pearson is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2012. He is based in Vancouver, WA, and holds the Series 66 designation. He is a general partner in a family investment partnership alongside his father. 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, model portfolios, and retirement plan consulting.

Jared Kirkpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2016. Jared serves as a board member for Angels of Justice, a nonprofit that assists families in locating missing or murdered relatives and collaborates with law enforcement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates as part of the broader J.P. Morgan financial organization.

David Pawlowski is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA, with 19 years at the firm and 11 years of industry experience. He has spent his career at Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies, including tax-aware processes and defensive tactics.

Jeffrey Leveen is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He previously worked at Avantax Advisory Services and has been involved in tax preparation and accounting services as president of JML Co since 2005. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with a variety of portfolio management and financial planning services, overseeing over $256 billion in assets through a network of more than 10,000 advisors.