Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America N.A., Merrill, and China Citic Bank International Limited. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Irini Housiadas is a CFP®-certified financial advisor with 20 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2024, she spent 10 years at Crown Capital Securities, LP. In addition to her advisory work, she is involved in real estate as a rental property owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. 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 focuses on dependable income and tax-aware withdrawal strategies.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Courtney Foley is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience, including three years prior to joining Fisher at The Columbian. She is based in Camas, Washington. 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 process combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Kyle Harris is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked in roles including at Black Rock Coffee Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Forrest Strickland Jr. is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2020. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Porter, Evoke Management, and the Beaverton School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Anthony Bardi is a financial advisor with Cetera in Gresham, OR, holding Series 63 and Series 66 designations and having 38 years of industry experience. He has worked with various firms including Avantax Advisory Services and Avantax Insurance Agency over the past two decades. Additionally, he is president of Tax and Financial Solutions, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple program structures and investment options.

Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jill Kusmirek is a financial advisor based in Vancouver, WA, affiliated with Cetera. She holds Series 63 and Series 65 licenses and brings 25 years of industry experience. Her prior engagements include roles at Boyce Financial Group and Cetera Wealth Services, LLC. She also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Garon Nemyre is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Susan Konstantaras is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 2007. She has eight years of industry experience and is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm also offers sub-advisory and retirement plan services, managing separate accounts alongside pooled investment vehicles and collective funds.

Justin Lippincott is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Morgan Stanley, UBS Financial, and Bank of America. Based in Lake Oswego, OR, he joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Braden Balocan is a CFP® professional affiliated with LPL Financial in Portland, OR, with 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over a decade. Outside of his advisory work, he is involved with Finity Group LLC, where he operates as an independent insurance agent and conducts employee benefits reviews. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Marie Selby is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan and First Republic entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Aldrink is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.