Megan Vigus is a financial advisor at Merrill with a Series 66 designation and six years of experience, including prior roles at Pacific Coast Medical Group and Cellutions LLC. She is based in Vancouver, WA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Richard Hall is a CFP®-designated financial advisor with UBS Financial Services, based in Lake Oswego, Oregon, and has 21 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.

Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

John Ebenal is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he hires and coaches skilled professionals to deliver a planning experience tailored to clients' specific needs and goals. Prior to his current role, John served as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as a Senior Relationship Manager from 2010 to 2018. John's career in financial services spans over two decades, beginning as a Registered Representative at Bidwell & Company from 1999 to 2002, followed by a similar role at The Commerce Company until 2008. He then served as Operations Manager at Williams Wealth Management from 2008 to 2010 before joining Fidelity Investments. Details regarding John's education, credentials, personal interests, or community involvement were not provided.

Samuel Chamseddine is a financial advisor with Mass Mutual Investors Services based in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked at MassMutual Life Insurance Company and WYTEK Controls Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring its financial planning as annual, collaborative engagements using firm-approved analytical tools.

David Perez is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2010. Outside of his advisory role, he serves as a co-successor trustee on a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services with a variety of portfolio management styles.

Theodore Thoren is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2019. Prior to that, he worked at Foresters Financial Services and its related entities for over two decades. Thoren serves on the Endowment Committee at Tigard United Methodist Church, overseeing the church's endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program options and affiliations.

Colin Ault is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Securities America Advisors, Securities America, Inc., and D.A. Davidson & Co. He is also associated with Impact Wealth Management LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a nationwide network of investment adviser representatives.

Brian Wheeler is a financial advisor at Edward Jones in Beaverton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Edward Jones since 2001. Outside of advising, Wheeler serves as a benefit auctioneer for schools, churches, and civic organizations through Wheeler Auction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Edward Lebold is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has been with MML Investor Services, LLC since 1991 and with MassMutual Life Insurance Company since 1987. Outside of his advisor role, he is involved in several insurance-related businesses, including ownership and sales positions in Portland Financial Group and Boldly Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs, structuring relationships as annual, collaborative engagements that include detailed client analysis and written recommendations.

Conrad Pearson is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and previously at Sagepoint Financial, LPL Financial, and SII Investments, as well as operating his own firm, Pearson Financial Group, since 1989. Pearson is also the founder of the God of Abraham Foundation, a nonprofit organization aimed at encouraging young people to "love your neighbor as yourself." Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio construction tools and supports multiple platform programs and managed-account solutions.

Kimberlee Bouska is a CFP® with 22 years of industry experience, currently affiliated with Raymond James Financial in Hillsboro, OR. She has worked at First Tech Federal Credit Union and Raymond James Financial Services Advisors, Inc. since 2012. In addition to her advisory role, she is employed as an associate at Addison Avenue Investment Services, providing financial advice to its members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains a unique affiliation with a municipal advisor to support public finance work.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

David Young is a financial advisor with Cetera who holds a Series 65 credential and has three years of industry experience. He previously worked at Avantax Advisory Services and has operated a tax preparation and bookkeeping business, David E Young LLC dba Justo Tax, since 2014. Outside of his advisory role, he is involved in managing a tax preparation firm that serves both English and Spanish speakers. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

Jessica Christiansen is a financial advisor with OSAIC based in Portland, OR. She holds a ChFC® designation and Series 63 license, and has 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Christiansen is involved in insurance sales, primarily life insurance, and serves as trustee for a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Victoria Sukhoy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and concurrently with Wells Fargo Bank, N.A. since 2008. 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 combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party analytics.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.