Patrick Hale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at several firms including Columbia Bank and Cetera Investment Services. In addition to his advisory role, he is an associate at Columbia Wealth Advisors, part of Columbia Holding Company and Umpqua Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports specialized advisory programs including municipal and public finance services.

Evan White is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Cambridge Investment Research and Marathon Advisors. Outside of advising, he owns an insurance and benefits firm and is involved with a tax preparation and accounting referral business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with various investment strategies and technology tools.

David Moyne is a Private Wealth Advisor with Merrill Private Wealth Management. He has been with Merrill since 1994, when his team was among the first hired to help establish the firm's high net worth client division, formerly known as the Private Banking and Investment Group. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Individual and Corporate Investment Strategy, and Tax Minimization. David has been working in wealth management since 1983, beginning his career after being selected for Morgan Stanley's MBA training program. He holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from UCLA Business School, a Master's Degree from Mount Holyoke College, and a Bachelor's Degree from the University of Massachusetts. In college, David lettered in three varsity sports and continues to have a strong interest in athletics. Outside of his professional life, David is active in his community and has served on several nonprofit boards. He is married and has three teenage boys. His personal interests include football, painting, running, scuba diving, skiing, surfing, and spending time with his family. David also plays the saxophone, guitar, and piano professionally.

Richard Wilhelmi is a CFP®-certified financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches incorporating diversification and modern portfolio theory.

Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and RBC Capital Markets. He is also associated with OnPoint Community Credit Union, where he provides wealth management, estate, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures with both discretionary and non-discretionary account management.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding the Series 63, 65, and 66 licenses and having 24 years of industry experience. He previously worked for KMS Financial Services, Inc. from 2002 to 2020 before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services through a large network of investment adviser representatives.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Jennifer Ming is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Merrill in 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Mcglinn is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. from 2012 to 2021. Outside of his advisory role, he is involved in property management as an owner and manager of real estate in Salem, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kristiana Harding is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has six years of industry experience. Previously, she worked at Wells Fargo Clearing Services and Wells Fargo Bank, NA. Harding is also an Investment Advisor Associate at OnPoint Community Credit Union and OnPoint Investment Services in Clackamas, Oregon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Mitchell Hurley is a financial advisor at Ameriprise with eight years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at J.P. Morgan Securities and Moda Health. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brianna Nichols is a CFP® with nine years of industry experience, currently advising clients at Ameriprise Financial Services since 2016. She operates out of Portland, OR, and is involved in a side business as a member of Gojisan LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning through a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Spence Johnston is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Edward Jones since 2004. 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 and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Zarykk Davis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles outside of the financial services industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Keith Holmgren is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and 8 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Holmgren serves as successor trustee for the H Family Trust. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC since 2012, where he also provides legal services. Morinaka is a notary in Portland, OR, performing related duties occasionally outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while maintaining significant non-advisory financial activities.

Shannon Paulsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 10 years and operated Paulsen & Belding LLC for three years. 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, model portfolios, third-party asset management, and institutional platforms.

Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.