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.

Ryan Nixon is a financial advisor at Fisher Investments in Washougal, Washington, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across a variety of asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques to construct diversified portfolios.

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.

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.

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.

Cody Farnes is a financial advisor at Ameriprise in Clackamas, OR, holding the Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2021, he worked in marketing and training roles, including positions at Tried & True Coffee and SHOP Training. Farnes serves on the boards of the Mt. Hood Community College Foundation and A Solid Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s investment approach involves a centralized service team utilizing proprietary research and third-party data, with an investment universe influenced by affiliated product partnerships.

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.

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

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.

Paul Passaretti is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Oswego, OR. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he is involved in managing business operations through ownership in related entities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its approach, with a centralized team delivering non-discretionary advice in collaboration with client 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.

Scott Malbasa is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with XYPN Sapphire and has previously worked at Adelphi LLC, XYPN Invest, Empirical Wealth Management, and Cordant, Inc. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management along with standalone and integrated financial planning.