Samuel Madrid is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Madrid Alliance, Pepsi, Corwin Beverage, Pacific Foods, and Brewcraft USA. He serves as the unpaid Treasurer of the Clomonth HOA in Vancouver, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Tyler James is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, Tyler is involved with the Oregon Zoo Foundation and its related bond political action committee, and he owns a business named Warbler Enterprises. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored Recommendation Reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Brent Steinberg is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He joined LPL Financial in 2017 after four years at D.A. Davidson & Co. Brent operates Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a broad network of investment adviser representatives.

Cole Kimball is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with LPL Financial and previously worked for 15 years at Cambridge Investment Research Advisors, INC. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. He is also the owner of the Finity Group, an independent insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations. Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022. Outside of his professional work, Max's personal interests include family activities and golf.

Gregory Mc Millin is a Series 66-licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has seven years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory work, he serves as a Pyro Technician leading a team for a fireworks display company and acts as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aleksey Poryadin is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has 19 years of industry experience and has held roles at Onpoint Investment Services and Onpoint Community Credit Union, where he has also been an Investment Branch Operations Manager and Branch Manager. 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 institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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.