Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Rupa Shrestha is a financial advisor with Cetera who holds a Series 66 credential and has seven years of industry experience. She has worked at Cetera and its affiliate firms since 2021, with prior experience at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Peter Spiekerman is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and with 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through a variety of advisory programs. The firm customizes investment strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, offering services that include portfolio management, financial planning, and brokerage.

Robert Wood-Hammack is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He has a professional background that includes roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as experience as a Financial Representative at Country Financial. Robert focuses on helping individuals and families pursue their financial goals through a collaborative, needs-based, and educational approach. He partners with clients to create and implement plans designed to help them work toward their financial objectives.

Adam Dale is a Series 66-licensed financial advisor with Wells Fargo Clearing in Portland, OR, with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory work, he serves as treasurer for the Cedar Mill Little League, assisting with cash flow and management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amber Martinell is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. She has been with Edward Jones since 2007. Prior to her advisory role, she worked at DoorDash Inc. from 2021 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adam McMahon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Advisors and Wells Fargo Bank. 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 roughly $671 billion in assets through a large network of financial advisors and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Colleen Lenard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and ownership of WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Christian Koranda is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 credential and has been with Cambridge since 2008. Outside of his advisory role, Koranda is an independent insurance agent and serves as a secondary executor of a friend’s will. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Sheri Gunnari is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience serving generations of families, focusing on understanding family dynamics and educating the next generation on financial values and decision-making. Her expertise includes developing multi-pronged financial strategies encompassing investment and retirement planning, tax minimization, estate planning, and liability management. Sheri holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Private Wealth Advisor® certification, and the Personal Investment Advisor (PIA) designation. She earned a Bachelor's degree in Business Administration from Oregon State University. Sheri resides in Battle Ground, Washington, with her husband, son, and several pets. In her free time, she enjoys playing tennis and golf, as well as engaging in various arts and crafts projects.

Thomas Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked in various roles at JP Morgan Chase and its affiliates from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Matthew Horne is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He holds a Series 63 license and is based in Sherwood, Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Joshua Brakel is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he owns Moto Life LLC, an apparel sales business involved in contract negotiations and business planning. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Carmen Gibson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2006 and also has experience with Piper Jaffray & Co starting in 1996. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jacob Heger is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and based in Lake Oswego, Oregon. He has one year of industry experience, beginning in 2025, and prior to that, he was a full-time student and worked at Vanir Technology Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and offering event-driven planning services such as divorce and estate settlement planning.

Cristina Spatacian is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2015 to 2018 and from 2024 to the present, and has been affiliated with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Connell is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Asset Management and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.