Phoebe Palmer is a financial advisor with Morgan Stanley in Portland, OR, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior roles include positions at E*Trade Securities, Solium Financial Services, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Joseph Sillay is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2015. Based in Portland, OR, his career has been focused within these institutions. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chinh Nguyen is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Foresters Financial and Foresters Advisory Services LLC, spanning two decades, alongside operating Iron Sight LLC, a firearms safety business, and PEWCIFIC NORTHWEST LLC, an apparel company. Nguyen also manages Nguyen Management Inc. and has been involved with these entities concurrently with his advisory career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by model portfolios, research, and diverse strategies.

Rachel Akerson is a financial advisor at RBC Capital Markets in Portland, OR, holding a Series 66 designation with 10 years of industry experience. She worked at Merrill from 2005 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Bradley is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background in banking, lending, and client relationship management, having spent nearly five years with Bank of America. After earning his MBA in 2023 from Southern Oregon University, Scott now focuses on helping clients navigate their financial goals through thoughtful guidance and a personalized approach. Scott works with individuals and families seeking support with financial decision-making, including retirement planning, college education planning, liquidity management, legacy planning, and tax minimization. His approach involves understanding each client's goals and priorities to develop investment strategies aligned with their risk tolerance and tax efficiency objectives. He also coordinates with other professionals, such as tax and legal advisors, to provide comprehensive financial planning. Scott holds a Bachelor's Degree from Portland State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, he enjoys golfing, hiking, reading, running, skiing, spending time with his family, and traveling.

Michael Hill is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Vancouver, WA. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Nygard is a CFP® professional at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Nygard serves as a Planned Gift Committee member for the SW Washington Medical Center Foundation, where he contributes to investment allocation policy and financial reviews. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kayla Gunderson is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 14 years of industry experience. She has worked at Edward Jones since 2017, following earlier roles at CUSO Financial Services, LP and iQ Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Christopher Van Dinter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Edward Jones for six years and has experience in insurance and gaming industries. Van Dinter serves on the Board of Directors for Cascadia Technical Academy in Vancouver, WA. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Daniel Charuhas is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Doug Irish Inc., Waddell & Reed, Inc., and various insurance carriers. Outside of advisory services, Charuhas is involved in acting with Lombo Bardi Productions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by in-house and third-party research and technology solutions.

Guanlin Li is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. Outside of finance, his background includes roles in education and technology, as well as involvement with several cultural and tech organizations. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russell Gochneaur is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. His prior roles include positions at Columbia Credit Union, CUSO Financial Services, and AXA Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Werner James is a financial advisor with Edward Jones in Hillsboro, OR. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 22 years of industry experience. James has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Israel Zamudio is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and its clearing division since 2021. 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 through a large network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Quinn Davidson is a financial advisor at Cetera with one year of industry experience. They hold the Series 66 designation and have worked with firms including Boyce Financial Group and Black Rock. Outside of advising, Davidson has served as an administrative assistant at Boyce Financial Group, performing client and back-office communications. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Ryan Greenwood is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His prior roles include positions at iQ Credit Union, CUSO Financial Services, PFS Investments Inc, and Primerica Financial Services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lucy Wilks is a financial advisor at Morgan Stanley in Vancouver, Washington, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed by Portland Public Schools. Outside of her advisory role, she works as an independent contractor for DoorDash. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, combining tailored financial planning with access to extensive investment programs and firm-approved analytical tools.

Stephen Dail is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Mark Blake is a financial advisor with Meriwether Family Office, LLC in Larkspur, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Meriwether Family Office since 2014. Meriwether Family Office provides advisory services by identifying and recommending third-party investment advisers to individuals, trusts, pension plans, and retirement plan trustees, focusing on matching clients with suitable managers and overseeing those relationships rather than directly managing portfolios.

Alexander Bowers is a financial advisor at Pinestar Capital Advisors LLC with 10 years of industry experience. He has held positions at Piper Sandler & Co. and operated Bowers Consulting prior to his current role. He holds Series 63 and Series 65 licenses. Pinestar Capital Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, small businesses, and charitable organizations. The firm emphasizes long-term investment horizons with a mix of value and growth strategies, and routinely serves corporate clients while offering modular financial planning and educational newsletters.