John Valentine is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he was with KeyBanc Capital Markets. Outside of his advisory role, he is involved in horse breeding through his ownership of REV Group LLC in Tualatin, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Zachary Miller is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, and has three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for the Bank of Montreal Family Office from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Peter Stull is a Series 65-licensed financial advisor with Fisher Investments in Camas, Washington. He has been with Fisher Investments since 2017 and has a prior five-year tenure at IBM. Stull has four years of industry experience. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies in its portfolio construction.

Desiree Barton is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Lucas Flores is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Bailey Nurseries Inc. He also operates a life, disability, and long-term care insurance sales business on a self-employed basis. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment products.

Harley Mann Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 29 years before joining OSAIC in 2018. His other business activities include insurance brokerage focusing on fixed annuities, long-term care, disability, and non-variable life insurance sales. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and investment solutions. The firm employs asset-allocation tools and third-party managed-account platforms to construct diversified portfolios across various asset classes.

Kevin Fisher is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he serves as a substitute teacher for middle school classes at St. Clare School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Catha Simons is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked with AXA Advisors, LLC. Outside of her primary role, she is involved with Illuminate Financial Group, LLC as a financial associate and acts as a beneficiary and service agent on her daughter's account. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Andrew Frazier is a financial advisor with LPL Financial in Milwaukie, OR, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sii Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Andrew Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a member of the Newhouse Sheridan Group. He focuses on providing financial guidance to senior level employees and executives with equity compensation in the Portland area. Andrew joined Merrill and the Newhouse Sheridan Group in 2022 after five years at a local financial advising firm in Portland. In his previous role, Andrew specialized in working with doctors and dentists across the country to help them achieve financial independence. His areas of expertise include corporate benefits, corporate executive services, education planning, executive compensation, equity compensation services, and personal retirement planning. As part of the Newhouse Sheridan Group, he contributes to the team’s mission to provide clients and their families with thoughtful advice and guidance to help them live their best financial lives. Andrew holds a Bachelor of Science degree in Economics from the University of Oregon. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Andrew is active in various outdoor pursuits, including running, golfing, fly-fishing, hunting, camping, fishing, football, hiking, skiing, and spending time with his family.

Michael Scarafia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Scarafia has trustee and power of attorney roles for several trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Erin Wheeler is a Series 65-licensed financial advisor at Fisher Investments with 15 years of industry experience, including nine years and six years in two consecutive roles at Fisher Investments. Outside of her advisory work, she is a co-owner and manager of R&E Construction and Remodeling LLC, a construction business based in Washougal, WA. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques, and it maintains extensive sub-advisory relationships internationally.

Daniel Ruediger is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with Sonnenberg Farm, LLC, a horse training, boarding, and breeding facility. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-supported recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Tyler Armstrong is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. He is also a Bank Associate at OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through tailored financial plans and access to a broad affiliate network.

Peter Perkins is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, INC., various insurance carriers with W&R Insurance Agencies, and community work with Financial Beginnings and Central Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Northwestern Mutual Investment Services LLC and worked in dental and chiropractic office settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by model portfolios, research, and various investment strategies.

Colby Anderson is a financial advisor with Equitable Advisors in Portland, OR. He holds a Series 66 designation and joined the firm in 2025. Prior to his advisory role, Colby’s background includes work in wildfire firefighting and various service positions, as well as independent contracting with Door Dash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Noah Dickinson is a financial advisor with Merrill in Portland, OR, holding a Series 66 credential. He has one year of industry experience and has previously worked at Bank of America, Equitable Advisors, and other firms. Outside of finance, he owns and operates Noahfest LLC, a wedding-related business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jeffrey Greene is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes six years at First Republic Investment Management and related entities prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.