Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Randall Massey is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Lincoln Financial Advisors since 2005 and transitioned to Osaic in 2025. Massey maintains an ownership role in Horizon Line Wealth Management, a DBA not yet publicly used. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Stuart Munro is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Ashley Hartley is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America and Portland Community College. Hartley serves as a board member and director of coaches for South Beaverton Youth Cheer. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Eggert is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at CUSO Financial Services, J.P. Morgan Securities, and Bank of the West. Outside of his advisory duties, he serves as Vice President on the charitable board of the Oregon Children's Theatre Company and is owner of two private businesses focused on property management. 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 employs research and analytics to support diversified portfolio construction and offers both brokerage and advisory solutions.

Michael Roarke is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 12 years with Robert Baird & Co. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Catherine Henry is a CFP® certified financial advisor with over 10 years of industry experience. She has been with UBS Financial Services since 2011, including her current tenure beginning in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management strategies.

David Lachowski is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2011 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Stuart Morrice is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Columbia Threadneedle Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

Brittany Dohrwardt is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2018 and previously worked at Bonaventure Senior Living, Comcast, and Holiday Retirement. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a wide range of capital markets services.

Bryce Williams is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Uber and the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing both affiliated and third-party managers across various program structures.

Fabiola Thomas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, nA. Outside of her advisory role, she is co-owner of Fab Flowers LLC, a floral business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory to evaluate investment options.

Luis Figueredo is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Nautical Life US, and several other companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Gabriel Corazza is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Portland Benefits Group for seven years. Corazza also serves as a financial professional at Sentinel Advisors LLC, a financial services holding company, and is an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated model portfolios.

Ryan Wilkinson is a financial advisor at UBS Financial Services in Portland, OR, holding a Series 66 credential and with four years of industry experience. He previously worked at Lenz Financial Group for seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jennifer Humphreys is a Series 66-licensed financial advisor with Edward Jones in Beaverton, OR, and has three years of industry experience. Prior to joining Edward Jones, she worked in the food and beverage industry and was an independent consultant for Rodan + Fields, a skincare company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Seth Krussman is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. He previously worked at SagePoint Financial, Inc. for eight years and has been self-employed since 2013. Outside of his advisory role, he serves as president of Swift Creek Dock LLC, a nonprofit entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services with access to multiple investment platforms, including third-party money managers and unified managed accounts.

Brandon Wooters is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Edward Jones in Portland, OR since 2000. Outside of his advisory work, he is involved in residential property management, assisting with light repairs on a rental property managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers various advisory programs, investment solutions, and affiliated financial services.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.