Jason Abernethy is a financial advisor with Fisher Investments, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes with a centralized investment decision process.

Christian Garcia is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Bunzl Distribution for 27 years. He holds a Series 66 designation. 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 programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Patrick Moore is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Edward Jones since 2017. Prior to that, he was employed at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory work, he co-owns an internet marketing business focused on researching search engine marketing techniques. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pavlo Kornivskyy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as at Wells Fargo Bank, N.A., and Primerica Inc. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Nathan Vander Kley is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Nik Powell is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and Onpoint Community Credit Union since 2014. Powell is also associated with OnPoint Investment Services in a non-investment advisory capacity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Hughie is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Columbia Bank, Key Investment Services, Cetera, and most recently Raymond James since 2023. He is also active as a wealth advisor with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary strategies supported by analytical tools and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corey Griffin is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019. Prior to joining Cetera, he held various roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with multiple program structures and custodial relationships.

Jamila Wilcox is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She specializes in guiding individuals and families toward their financial goals through a personalized approach that emphasizes clear communication and strong personal connections. Jamila focuses on understanding each client's unique situation to make their financial planning process effective and empowering. Before becoming a Planning Consultant, Jamila worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same company from 2021 to 2022. This progression within Fidelity Investments reflects her experience in client relationship management and financial advisory services. Outside of her professional work, Jamila has interests in comedy, music, parenthood, singing, traveling, and volunteering.

Derek Baade is a financial advisor with Mass Mutual Investors Services in Vancouver, WA, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with MassMutual Life Insurance Company. Outside of his advisory role, Baade is a partner in conducting wealth strategies through DLTB INV and owns and manages a rental property business under Lil Guppie LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning relationships that leverage firm-approved analytic tools and offers various specialized planning programs.

Matthew Sorenson is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Sorenson has served on the board of directors for Lincoln Youth Baseball and Softball, supporting youth sports development in the Portland area. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management. The firm tailors strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Gaston De La Torre is a financial advisor with MassMutual Investors Services in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company, and he has operated his own wealth strategies business as a partner since 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to deliver written recommendations tailored to clients’ goals.

Rachelle Vanderzanden is a CFP® certificant with nine years of industry experience. She is currently with LPL Financial and previously worked at Cambridge Investment Research, Finity Group, and Apex Companies. Vanderzanden serves as a board member and volunteer for the Montclair Elementary PTO in Portland, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Mills is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at firms including Cole Mills, Bridgetown Wealth Management, and Waddell & Reed, Inc. Mills has maintained involvement with the nonprofit Friends of the Children. 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 range of advisory and brokerage services with various investment strategies, combining technology tools and extensive financial activities alongside its advisory platform.

Kyle Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals by developing personalized wealth management strategies. Kyle works closely with clients to provide tailored financial solutions that address their individual situations, including risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes the importance of understanding each client's full financial picture to create strategies that adapt to changing market conditions. He holds a Bachelor's Degree from The University of Montana and is a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Kyle participates in community activities, including volunteering with Mid-Valley Pop Warner. His personal interests include baseball, cooking, football, golfing, music, and watching movies.

Kevin Werdmuller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities, U.S. Bank, and U.S. Bancorp Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by firm-wide research and analytics.

Eric Liebe is a financial advisor at Fisher Investments with 18 years of experience at the firm. He holds a Series 65 designation and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing centralized investment decisions and tax-aware risk management strategies.

Cheryl Loyd is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1982. Based in Portland, OR, she has a long tenure with the firm. 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 strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, and institutional entities.

Moira De Vault is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at Charles Schwab since 1997 and at Charles Schwab Bank, SSB since 2018. Outside of her advisory work, she owns a retail business focused on making and repurposing household items for resale. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.