Jeffrey Leveen is a financial advisor with Cetera in Vancouver, Washington, holding a Series 66 designation and nine years of industry experience. He previously worked with Avantax Advisory Services and has managed his own tax preparation and accounting firm since 2005. Outside of advising, he is involved in providing accounting and tax services through JML Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Joel Mc Cray is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a limited partner in a family-related financial services limited partnership that functions similarly to a trust. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering integrated brokerage, custody, and advisory services.

Victor Lam is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at UBS since 2000. Lam serves on the Board of Directors for the Academy of Certified Portfolio Managers, contributing to education for the CPM designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

William Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, following five years at Umpqua Investments, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Neil Zeller is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the congregational president of Ascension Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Shayna Tucker is a Series 66 licensed financial advisor with eight years of industry experience, currently with Raymond James Financial. She has worked within various divisions of Raymond James since 2018 and previously spent nine years at Pdx Counseling, LLC. Tucker is also the owner of Invista Wealth Advisory LLC, where she serves as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating analytical tools and risk profiling to support client goals.

Garrett Gibson is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and has worked at Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Gerald Taylor is a financial advisor with Thrivent Investment Management in Vancouver, WA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers clients the option to combine planning with managed-account programs under consolidated billing.

Mark Zellerhoff is a financial advisor at Osaic Wealth, Inc. in Portland, OR, with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at KMS Financial Services, Inc. for 25 years and Securities America Advisors from 2020 to 2024. He co-manages a financial services practice through a general partnership, ZW Financial, and does business as Cascadia Wealth Advisors. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to deliver customized portfolio solutions.

Joni Carlisle is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also serves in the Oregon Air National Guard and works as a reservist providing legal services for the U.S. Air Force at Joint Base Pearl Harbor-Hickam. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Kevin Robertson is a financial advisor with Merrill in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2013. Outside of his advisory role, Robertson is a committee member of the Lake Oswego Schools Foundation Endowment and is involved in a personal car restoration hobby with his brother. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, pension, and charitable clients. The firm combines internal and third-party management with strategic asset allocation, supporting a range of investment and custody needs within the Bank of America group.

Eric Nguyen is a financial advisor with Cetera in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Boyce Financial Group. He serves as treasurer of the Oregon Nisei Golf Club. Cetera Investment Advisers LLC is a national registered adviser that serves individual, corporate, charitable, and retirement plan clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Mustafa Baghshi is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. In his current role, he supports long-term wealth objectives for Fidelity's sophisticated clientele through personalized wealth planning services. Prior to this, Mustafa served as a Wealth Management Service Specialist at Fidelity Investments from 2023 to 2025. He also has experience as a Financial Advisor at US Bancorp Investments from 2021 to 2023 and briefly worked as a Private Client Advisor at JP Morgan Chase in 2021. Earlier in his career, he was a Wealth Management Associate at US Bancorp Investments from 2017 to 2021. In addition to his professional commitments, Mustafa has personal interests that include cars, comedy, cooking and baking, movies, and snowboarding.

Cy Aleman is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He has worked at UBS Financial Services since 2024 and previously spent 12 years at Pioneer Investment Management USA Inc. Outside of advisory work, Aleman holds ownership interests in several real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to proprietary research and capital markets products.

Bradley Bell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2005 to 2011. Outside of his advisory role, he serves as an Architectural Control Committee member for a homeowners association in Camas, Washington. 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 combines research from Wells Fargo Investment Institute with diversification principles and offers a range of brokerage and advisory solutions.

Trent Wagner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Wells Fargo Bank NA and Lane County Sheriff. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Elizaveta Vilge is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, she spent five years at Media Net. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Christie Morgan is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch Pierce, Fenner & Smith since 2014, with additional experience at Bank of America. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Van Dyke is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was not employed in the financial sector for one year. He holds minority ownership in several small businesses, including a manufacturing company, though he does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Grandits is a financial advisor at Fisher Investments with eight years of industry experience. He has worked at Fisher Investments since 2017 and previously spent two years at Hard Assets Alliance. He holds the Series 63 and Series 65 licenses and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening, qualitative research, and tax-aware risk management strategies.