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 CFP® professional with 21 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. She previously worked at First Republic Investment Management and First Republic Securities Company for seven years before joining J.P. Morgan in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lauren Larsen is a Series 66 licensed financial advisor with Morgan Stanley, based in Vancouver, WA. She has one year of experience in the financial industry and previously worked at Oregon State University and in the retail sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and outcome modeling in its advisory process.

Richard Williams Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior experience includes over two decades at Waddell & Reed and involvement with multiple business entities. He also serves as a coach at Hockinson High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives.

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 with Raymond James & Associates in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Piper Sandler & Co. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her background includes roles at Cetera Advisors LLC and several CPA firms where she specialized in tax preparation and accounting. Outside of her advisory work, she is the owner of Reaves & Co CPA, providing tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing multiple investment strategies and supporting tools to assist its large network of advisors.

Catherine Rath is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She works directly with clients to understand their financial goals and develop strategies tailored to their individual needs. Her practice includes areas such as college education planning, equity compensation services, retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Catherine holds a Bachelor's Degree from Tulane University and has earned the designation of Personal Investment Advisor (PIA). She is a member of professional organizations including Omicron Delta Epsilon Economics Honors Society and Women in Insurance and Financial Services (WIFS). Outside of her professional work, Catherine participates in community initiatives such as the Portland Food Forest Initiative and Rose's Restaurant Group Emergency Staff Relief Fund. She is also fluent in English and French and has personal interests that include camping, hiking, rock climbing, skiing, and traveling.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Knotts is a financial advisor with LPL Financial in Vancouver, Washington, holding a Series 66 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Wells Fargo Advisors and Wamu Investments, Inc. Knotts is also associated with Mosaic Financial Group, Inc., a related business entity for his LPL operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Stuart Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. Since joining Merrill Lynch in 1998, he has focused on assisting private clients primarily in the Southwest Washington and Oregon communities to achieve their retirement and wealth planning goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Stuart holds a Bachelor of Science degree in economics with a minor in business from the University of Oregon, earned in 1989. He also holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Stuart is committed to developing personalized financial strategies tailored to his clients’ long-term goals through one-on-one collaboration. Residing in Vancouver, Washington, Stuart lives with his wife, Kathy, and has three adult children. He is actively involved in his community, volunteering with organizations such as Project Lemonade, which supports foster youth with school supplies, and the Southwest Washington Food Bank. In his personal time, Stuart enjoys football, golfing, and spending time with his family.

Matthew Werth is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 designations with 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 financial planning process supported by firm‑approved tools and analysis.

Christopher Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 28 years of industry experience. Prior to joining Raymond James in 2018, he worked for U.S. Bancorp Investments for 15 years. Meyer serves as an officer and member of the finance and investment committees at William Temple House, a nonprofit organization. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Kimberly Cimmiyotti is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at LPL Financial in Clackamas, Oregon. She has been with LPL Financial since 2010. Outside of advisory services, Kimberly is also a notary and operates a business entity for tax and investment purposes under Cimmiyotti Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customizable strategies.

Elishah Mcdaniel is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and CUSO Financial Services before joining Wells Fargo Clearing in 2016, and more recently Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through proprietary research and planning tools.

Jeffrey Granger is a financial advisor at Ameriprise in Vancouver, WA, holding a Series 66 designation. He has one year of industry experience and previously worked in the wine industry and at United Parcel Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Grace Moynihan is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill and Bank of America/Merrill, and has experience outside finance including a role at Moet Hennessy. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor plans according to clients’ goals and risk tolerances.

Michael Burgoyne is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Prior to joining LPL, he worked at Veravest Investment Advisors, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of investment strategies.

Ronald Barnette is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently affiliated with LPL Financial in Portland, OR. His prior roles include positions at Pacific NW Federal Credit Union, Cuso Financial Services, Fisher Investments, and U.S. Bancorp Investments, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.