Owen Chambers is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 12 years of industry experience. His prior experience includes 12 years at Cambridge Investment Research, Inc., and 11 years at Cambridge Investment Research Advisors, Inc. He is also involved with The Finity Group, LLC, where he works in insurance, benefits, and human resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Phoebe Palmer is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials and eight years of industry experience. Her career includes roles at E*Trade Securities, Solium Financial Services, and The Vanguard Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

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 roles include positions at Foresters Financial and Foresters Advisory Services LLC, where he worked for two decades. In addition to his advisory work, Nguyen is involved with Iron Sight LLC, a firearms safety business, and PEWCIFIC NORTHWEST LLC, an apparel company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management services through a large network of advisors, supported by research, machine-learning tools, and a wide suite of financial products and partnerships.

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 with 33 years of industry experience, all of which has been with Edward Jones, where he has worked since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Nygard serves on the Planned Gift Committee for the SW Washington Medical Center Foundation, assisting with investment allocation policy and financial reviews. 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 and investment solutions, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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 with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

Daniel Charuhas is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., Doug Irish Inc, and various insurance carriers. Outside of his advisory work, he is also involved in acting through Lombo Bardi Productions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing research-driven model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Russell Gochneaur is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at Columbia Credit Union, CUSO Financial Services, AXA Advisors, MSI Financial Services, and U.S. Bancorp Investments. He is also involved with Columbia Invest and Insure, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing diverse investment strategies and operational support tools.

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, holding a Series 66 designation and over 12 years with the firm. She is based in Clackamas, Oregon and began her career at LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Lucy Wilks is a Series 66-licensed financial advisor with Morgan Stanley in Vancouver, Washington, where she has worked since 2018. She has seven years of industry experience, including four years with Portland Public Schools prior to joining Morgan Stanley. Outside of her advisory role, she is involved as a contractor with DoorDash. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

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.