Andrew Mork is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on the advisory board for Central Washington University's economics department, assisting with curriculum development and fundraising, and is a member of the Central Washington University Alumni Association Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

George Milne is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1979 and previously worked at Painewebber Incorporated starting in 1978. Outside of his advisory role, Milne serves as an NASD industry arbitrator. 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, using proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tamara Still is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She provides financial advisory services from Portland, OR. Outside of her advisory role, she is involved in music services as an organist for weddings, funerals, church services, and recitals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Damon Mapes is a financial advisor at LPL Financial in Hillsboro, Oregon, holding a Series 66 credential with 25 years of industry experience. His prior firms include Cetera and Columbia State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Jeffrey Albright is a financial advisor with Edward Jones in Portland, OR, holding CFP®, ChFC®, and Series 63 designations. He has 22 years of industry experience, including 23 years with Edward Jones. 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.

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Craig North is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2013, progressing through various positions including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc. from 2003 to 2013. With 23 years of experience in the financial services industry, Craig is a CERTIFIED FINANCIAL PLANNER™. He focuses on helping families build, preserve, and transfer wealth by understanding their financial goals and personal values. He employs a holistic approach and collaborates with a team of specialists to provide strategic guidance tailored to clients' long-term visions. Craig holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, parenthood, pets, and volunteering.

Rodney Wangler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and SII Investments Inc. He is also involved with Northwind Enterprises LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Raquel Hazen is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her background includes positions at Bank of America, DKNY, DoorDash, and Perfume Outlet. Outside of finance, she serves as a registered agent for an eCommerce business, Ethereal Essentials, which is managed by her partner. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Danek is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she is part of The Swancutt, Perkins & Danek Group. In this role, she focuses on retirement and wealth management planning, working closely with clients to address their goals and design realistic financial strategies for the future. She utilizes Merrill's planning tools to assist clients in achieving their investment and retirement objectives. Kristen grew up in Southwest Washington and earned her Bachelor's Degree in Business Administration from Gonzaga University. She holds the Personal Investment Advisor (PIA) designation and is a member of the Gonzaga Alumni Association. Her community involvement includes participation with Portland Parks and Recreation. Outside of her professional work, Kristen is an avid Gonzaga basketball fan and enjoys traveling and spending time with her growing family.

Brent Usher is a CFP®-certified financial advisor with Ameriprise in Portland, OR, with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2012. Outside of his advisory role, he serves as Vice President of Gojisan LLC, a financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Arthur is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for the Portland Rotary Charitable Trust and Friends of Crater Lake National Park. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Wilmington is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services Inc. Wilmington is also associated with OnPoint Community Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized advisory programs.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Bryson Urie is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding CFP®, Series 65, and Series 63 designations and has 12 years of industry experience. His prior work includes roles at Principal Securities Inc., Union Financial, Tyson Deering Wilson Financial Services, and Principal Life Insurance Company. Outside of his advisor role, he is also an independent insurance agent offering risk products to clients. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.

Skylar Koon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses, and has 16 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial from 2012 to 2019. Outside of his advisory role, he owns Skyberdyne Systems, LLC, an entity used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment managers.