Patrick Mcvey is a financial advisor at Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and its affiliates since 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment approach.

Jerimiah Gildea is a financial advisor with LPL Financial in Beaverton, OR, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and VALIC Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Britton is a financial advisor with Edward Jones in Sherwood, Oregon, holding CFP® and Series 63 designations. He has 28 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he owns and manages a rental property in Lafayette, Oregon. Edward Jones is a wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Austin Rosterolla is a financial advisor with Merrill in Lake Oswego, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as roles outside finance including positions at Red Robin Gourmet Burgers, Amazon, Fred Meyer, and Stagecoach Pizza. Outside of his advisory work, Rosterolla serves with the Benton County Marine Patrol, where he performs safety inspections and search and rescue duties on local waterways. Merrill, along 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 CIO teams and third-party managers, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Allen Akizuki is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Akizuki also owns rental property in Vancouver, Washington. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Joe Bartlett is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.

Ronald Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its predecessor firms since 2004. Outside of his advisory role, he is involved with Northwest Planning & Investments, a business offering First Allied products and services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Manuel Miranda Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His current role began in 2025 with Wells Fargo Bank, N.A. and Wells Fargo Clearing. 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 supports a large network of financial advisors, offering both brokerage and advisory solutions.

Devin Moran is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial in 2022. Moran is also a partner in Four Peaks Property Group, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research from multiple sources.

Brian Smith is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Kuduk III is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including previous roles at Fisher Investments and The Vanguard Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

Derek Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014. In addition to his advisory role, he serves as an assistant baseball coach at Forest Grove High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Jason Meiwes is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Bank NA, Bancwest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. 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 advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Breen is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2018, following prior roles at Guardian and Park Ave Securities. Outside of his advisory work, he serves on the board of directors for a plumbing parts distribution company and acts as trustee for a family trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements supported by firm-approved analysis tools.