Cara Partch is a financial advisor at Ameriprise with eight years of industry experience. She holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Ameriprise in 2019, her experience includes roles at Bank of America, Merrill, and Wells Fargo. She serves on the board of directors for the Tualatin Hills Park Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Rick Fuller is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which 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 a range of traditional and non-traditional investment strategies.

John Liu is a Series 66 licensed financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he serves as a trustee overseeing a family trust and is involved as a partner in debt recovery and asset distribution for several private entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and advisory solutions.

Jean Brault is a financial advisor at Wells Fargo Clearing with securities industry designations Series 63 and Series 65 and two years of experience. He has been with Wells Fargo Bank, N.A. since 2007. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gunner Robinson is a financial advisor with RBC Capital Markets in Portland, OR. He holds a Series 66 designation and has experience working in various roles including positions at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. Outside of advisory, his background includes involvement in education and athletics. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a range of advisory programs.

Mark Simpson is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has served with the U.S. Army Department of Defense since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kortney Jolley is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Matthew Dodge is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo and spent several years at the University of Oregon and Apollo Pool and Spas. 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 strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Donald Shick is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, Shick serves as a trustee and volunteer at the OHSU Knight Cancer Institute. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex non-traditional approaches.

Nathaniel Palmer is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Republic Bank and Jefferies LLC. Outside of his advisory role, he is an owner and partner in real estate holding companies, including Oregon Ocean Home LLC and City Center Development Partners LLC. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Cody is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in apartment management consulting and with Uber Technologies. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Dominic Chimienti is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Equitable and Metis Wealth Advisors LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Natalya Hendricks is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of her advisory role, Hendricks is involved with the Oregon Association of Minority Entrepreneurs as a board member on the finance committee and is affiliated with the Oregon Business Resource Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Connor Ness is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He collaborates with clients through a wealth planning process aimed at providing peace of mind in financial decisions. Prior to his current role, he held positions as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining comprehensive experience in financial services. Throughout his tenure at Fidelity Investments since 2014, Connor has developed expertise in client relationship management and investment consulting. His approach focuses on educating and empowering clients and their families to achieve financial success. This extensive experience across multiple roles within the firm contributes to his professional perspective and service delivery.

Daniel Murphy is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Sagepoint Financial, LPL Financial, and Umpqua Investments. He also operates a sole proprietorship as a registered representative with Pearson Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services through a large network of advisers and utilizes firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Erica Heider is a financial advisor at Edward Jones with over 23 years of experience at the firm. She holds a Series 66 designation and is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of advisors and branch offices across the United States.

Laura Thompson Ball is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Outside of her advisory role, she serves as a successor trustee involved in estate administration in Bend, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Joshua Hollander is a CFP® professional with 21 years of industry experience, currently serving at UBS Financial Services since 2003. He holds the Series 66 designation and is based in Vancouver, WA. Hollander is a member of the board of directors and treasurer for LEAP Adventure, a nonprofit that offers wilderness programs for individuals facing health, psychological, and socioeconomic challenges. UBS Financial Services provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Patricia Darragh is a financial advisor at Edward Jones in Portland, OR, holding the CFP® and Series 63 designations with 21 years of industry experience. She has been with Edward Jones since 2014. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee arrangements, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.