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.

Jeremy Bordelon is a Series 65 licensed financial advisor at Fisher Investments with six years of industry experience. He has been with Fisher Investments since 2018, following his studies at California State University, Chico. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment process combines quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Ginger Cline is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1980. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with a range of portfolio implementation options tailored to client needs.

Michael Myers is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Eagle Financial Consulting, SII Investments, and Private Consulting Group. He also maintains a business activity under Eagle Financial Consulting related to non-variable insurance. 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 a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Gregory Schmidt is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he is the owner of an LLC associated with a rental property in Sherwood, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Hanna Smith is a Vice President and Financial Consultant at Fidelity Investments, where she has held various roles since 2018. She began her career as a Financial Advisor at Pacific Capital Resource Group in 2017 before joining Fidelity Investments. Over the years, she has progressed through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Hanna partners with individuals, families, and businesses to provide guidance in financial planning, focusing on retirement, investment and income planning, and tax-efficient investing. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hanna enjoys board games, spending time with pets, skiing, traveling, volunteering, and practicing yoga.

Timothy Kelly IV is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios and employs tax-aware strategies and defensive tactics to control risk.

Scott Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with UBS since 2006 and has been associated with Piper Jaffray Inc. since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Russak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working with clients for over 30 years, helping them pursue their financial goals through personalized investment strategies tailored to their specific needs. Mr. Russak’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from the United States Naval Academy and served as an Armor Officer in the US Army from 1983 to 1990. He earned the Personal Investment Advisor (PIA) designation and has been associated with Merrill since 1995. In addition to his professional work, Mr. Russak is involved in community volunteering. His personal interests include baseball, cooking, skiing, soccer, spending time with family, and traveling.