Acil Mecham is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and Cetera. He is also an officer and vice president of Columbia Wealth Advisors, where he is involved in private banking. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes a non-discretionary advisory approach supported by extensive research and a broad affiliate network.

Ramin Rouhbakhsh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2016. Rouhbakhsh is involved with Tallus Wealth Management, including non-variable insurance services, and is connected to Wealth Scientific, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs and financial services, utilizing various management approaches and research resources.

Patrick Hale is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and also works as a Senior Wealth Advisor with Columbia Wealth Advisors, part of Columbia Holding Company. His prior experience includes roles at Columbia Bank, Cetera Investment Services, and Key Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored client strategies.

Evan White is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, both since 2011. Outside of advisory work, he is an independent insurance agent and owner of Finity Group, LLC, which focuses on insurance, benefits, and human resources, and he is involved with Finity Tax as a CPA, enrolled agent, and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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® professional with over 41 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oregon City, OR, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2016, he worked at Wells Fargo Advisors for five years. He is also involved with OnPoint Community Credit Union, providing wealth management and financial planning services to its members. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, often operating in an advisory capacity rather than as a discretionary manager.

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 Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked for 18 years at KMS Financial Services, Inc. Outside of his advisory role, he manages Meyer Wealth Management NW, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

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. Based in Lake Oswego, OR, she operates within a prominent institutional firm. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies, leveraging its connection to Bank of America to offer a comprehensive platform of financial products and services.

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 licenses and has five years of industry experience. 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. serves a broad client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Mitchell Hurley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise in Wilsonville, OR. His prior experience includes roles at J.P. Morgan Securities and Moda Health. Ameriprise provides a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brianna Nichols is a CFP®-credentialed financial advisor with Ameriprise Financial Services, LLC, bringing nine years of industry experience. She has been with Ameriprise since 2016, serving the Portland, OR area. Nichols is also involved with Gojisan LLC, a business she co-owns. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning 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 Series 66-licensed financial advisor with Merrill in Portland, OR, with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he serves as a successor trustee for the H Family Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Chase Morinaka is a financial advisor with LPL Financial, holding a Series 66 designation and over one year of industry experience. He has been associated with Morinaka Schworm, LLC, a legal services firm where he is active in an attorney role. Morinaka also serves as a notary in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from both internal and third-party sources.

Shannon Paulsen is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Paulsen & Belding LLC and Waddell & Reed, Inc. from 2011 to 2021. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.