Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

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 65 and Series 63 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and has been associated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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. based in Portland, Oregon, with 29 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and KMS Financial Services, Inc. Zellerhoff co-manages his practice with a partner under the name Cascadia Wealth Advisors through a general partnership structure used for tax and accounting purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to offer a range of investment solutions tailored to client needs.

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 credentials and 35 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory work, he is a committee member of the Lake Oswego Schools Foundation and participates in their capital campaign efforts. He also shares a car restoration hobby with his twin brother. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes tax-efficient investment solutions alongside extensive manager selection and oversight.

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 in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an Architectural Control Committee member for the Summit at Columbia Vista HOA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trent Wagner is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Wells Fargo Bank, Lane County Sheriff, and Oregon Community Credit Union. 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 follows an IPS-driven approach grounded in modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

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®-certified financial advisor with nine years of industry experience, currently serving clients at Edward Jones in Vancouver, WA since 2017. Prior to joining Edward Jones, he was involved with Timber Home Improvements, LLC for eight years. He holds minority ownership in several small businesses, including Hubbell Grey Capitol and Westshore Design. Edward Jones is a full-service wealth management firm that serves 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.