Brent Matern is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked with Merrill and Bank of America since 2014. Outside of his advisory role, he serves as a trustee and holds powers of attorney for several private trusts. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ellen Thompson is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at LPL Financial since 2025 and previously spent nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. 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 consulting services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Katherine Knowlton is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2013 and holds the Series 63 designation. Outside of her advisory role, she is a Notary Public for the state of Oregon. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Riley Alferd is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and holistic financial strategies. He works closely with individuals and families to develop personalized financial plans that align with their unique needs, aspirations, and long-term goals. Riley leverages the resources of Merrill Lynch and Bank of America to craft tailored strategies that support clients at every stage of their financial journey. With a focus on client education and empowerment, Riley combines in-depth market knowledge with a disciplined planning process to help clients build, preserve, and transfer wealth. His expertise encompasses college education planning, family wealth management, personal retirement planning, portfolio management, small business strategies, and retirement income planning. Riley holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Nebraska at Omaha. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Riley enjoys boating, golfing, ice hockey, music, pickleball, skiing, spending time with his family, and traveling.

Lauryn Hull is a Planning Consultant at Fidelity Investments, where she collaborates with teams to provide personalized financial guidance aligned with clients' priorities and long-term goals. In her role, she focuses on building trust and transparency while supporting clients through clear communication and education. Her experience in the financial sector includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as roles at Umpqua Bank as a Loan Officer Assistant and Consumer Loan Officer. This background contributes to her expertise in financial planning and client relationship management. Outside of her professional responsibilities, Lauryn enjoys attending concerts, cooking and baking, gardening, outdoor adventures, traveling, and volunteering.

Thomas Pearson is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2012. He is based in Vancouver, WA, and holds the Series 66 designation. He is a general partner in a family investment partnership alongside his father. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jared Kirkpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2016. Jared serves as a board member for Angels of Justice, a nonprofit that assists families in locating missing or murdered relatives and collaborates with law enforcement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates as part of the broader J.P. Morgan financial organization.

David Pawlowski is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA, with 19 years at the firm and 11 years of industry experience. He has spent his career at Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies, including tax-aware processes and defensive tactics.

Jeffrey Leveen is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He previously worked at Avantax Advisory Services and has been involved in tax preparation and accounting services as president of JML Co since 2005. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with a variety of portfolio management and financial planning services, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

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.