Jane Miller is a CFP®-certified financial advisor with 25 years of industry experience. She currently serves with LPL Financial and has prior experience at Wells Fargo Advisors, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research and operational tools.

Emily Dean is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. She was previously with the Professional Educational Services Group for one year before joining Fisher Investments in 2017. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and serves a significant non-U.S. client base through sub-advisory and separate account management.

Edward Ferguson is a CFP®-certified financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2006. He has 24 years of industry experience and holds a Series 66 license. Outside of his advisory role, Ferguson is an active musician and serves on the boards of Ferguson Murphy Charities, which provides bikes for low-income children, and Catholic Charities, where he advises on investment accounts. 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 tailored to clients' goals and risk tolerances.

Cameron Sommer is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and held a position at Portland State University. He is also involved with Illuminate Financial Group, LLC as a financial professional. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers advice through a network of representatives and relies on a variety of third-party advisory programs and discretionary management solutions.

Elizabeth Barry is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at Willamette Financial Advisors, LLC, Oregon State University, Volco Consulting, and McGee Wealth Management. Barry is also the founder of Timeless Wealth Management, LLC, an additional advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Ryan Krause is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. His prior work includes positions at JPMorgan Chase Bank, N.A. from 2012 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

Daniel Willey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at firms including Fisher Investments and Northwestern Mutual, and currently serves as a private wealth manager at Anderson, Foe, Kent, Madsen & Associates, LLC dba Pillar Financial Group. Willey also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with discretionary and non-discretionary account options.

Steven Barbas is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with Wells Fargo entities since 2014. Outside of his advisory role, he manages a rental property in Beaverton, Oregon. 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 third-party analytics and offers brokerage and advisory solutions across a range of financial products.

Andrew Knox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been affiliated with Cambridge since 2018 and has operated his own accounting and tax-related firms since 1993, including roles as a CPA and enrolled agent. Knox also manages a tax preparation and accounting LLC and is involved in independent insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across multiple platforms and maintaining both proprietary and third-party investment strategies.

Austin Larson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. His prior work experience includes roles at ADP, Aloft Hotels, the Dusk Music Festival, and the University of Arizona. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Dean Mijalic is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 65 and Series 66 credentials. His career includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, TIAA-CREF, and Wells Fargo Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and fund-of-funds.

Marie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 12 years of industry experience. She has been associated with Raymond James since 2016 and also works with Kruse Woods Financial Partners as an associate and assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting, with specialized municipal and public-finance capabilities uncommon among large advisors.

Kaitlyn Winn is a CFP®-designated financial advisor with J.P. Morgan Securities in Portland, OR, and has nine years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Robin Jacobson is a financial advisor with Edward Jones in Oregon City, OR, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Jacobson is involved in film production, sourcing and producing local pilots and short films through Rising Films Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Alberto Vitela is a financial advisor at Wells Fargo Clearing in Vancouver, Washington, with three years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Wells Fargo Bank, N.A. since 2015. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

David Levine is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Emerson Equity LLC, Mc2 Ventures, and Versity Investments, among others. He is a partner in MC2 Ventures, a marketing business operated by his spouse, with no active duties. Fidelity’s Strategic Advisers LLC, where Levine is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a universe of mutual funds, ETFs, and ETPs.

Drew Pinson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Robertson, Terrill, Gypmantasiri & Associates team. The team is responsible for managing more than $1.5 billion in client balances as of January 1st, 2022, and operates with distinct areas of focus to provide specialized financial expertise across multiple disciplines. Drew primarily serves business owners, successful professionals, and multi-generational families on the West Coast. With a background as a Portfolio Manager and Investment Strategist, Drew helps clients develop and execute sound financial strategies aimed at enabling confident financial decisions and accomplishing life goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Drew holds a bachelor's degree from the University of Oregon. He has been involved in various professional and community organizations, including serving as a former board member of D10 Decathlon, a former advisor to Inner City Advisors (ICA), former Investment Committee Chair for Multnomah Athletic Club, and a current board member of the Sam Day Foundation. His community involvement also includes work with Inner City Advisors, Lucile Packard Children's Hospital, and the Sam Day Foundation. Drew's personal interests include basketball, golf, running, skiing, tennis, and spending time with his family.

John Tennant is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The group customizes strategies based on client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Goldie West is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Goldie spent ten years at Tornado Technologies LLC. Outside of advisory work, Goldie manages a rental property in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment options. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient strategies, and additional capabilities such as a trust company and securities-based lending.