Gordon Brazington is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds a minority ownership interest in Kodiak Recreational LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Erin Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services since 2008. Outside of her advisory role, Erin works part-time as a pet sitter through Rover.com. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional clients. The firm uses fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting, supported by a large network of advisors and specialized programs.

Jonathan Levine is a CFP®-certified financial advisor with UBS Financial Services in Portland, OR, where he has worked since 1997. He has 33 years of industry experience. Levine serves on the finance committee of Literary Arts, a nonprofit organization promoting reading and writing, and he is treasurer of the Oregon Wine Brotherhood, focusing on wine education and enjoyment. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and proprietary research to tailor financial plans and portfolio management.

Samuel Mattson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Securities, E*TRADE, Principal Life Insurance, Fisher Investments, and Bank of America. He is based in Vancouver, WA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages extensive research and analytics and offers both brokerage and advisory solutions across a large network of advisors.

David Merritt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Evan Timperley is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Columbia Credit Union. Outside of his advisory work, he coaches sports and fitness for the Battle Ground School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and institutional services supported by research and technology-driven investment approaches.

Kyle Kephart is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he had brief engagements with Lularoe Dani Wilgus and Compelling Imaging in 2016. 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.

Lisa Meredith is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with Wells Fargo Securities, LLC since 2009 and has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2020. Outside of her advisory role, she owns and manages a rental property in Gearhart, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Allen is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fisher Investments continuously since 2014. Outside of his advisory role, he serves as board president for a homeowners association in Vancouver, WA. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach led by an Investment Policy Committee, utilizing quantitative and qualitative methods to construct diversified portfolios and manage risk.

David Joe is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a member of the Finance and Investment Committee at Village Church. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and public entities, and offers tailored financial planning, investment consulting, and institutional fiduciary solutions.

Kevin Miller is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Charles Schwab and Co., Inc. for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Jereicah Hess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2021. Outside of her advisory work, she operates a travel planning business, Wish Upon a Plane LLC. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Aric Buck is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo NA, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Sarah Fowler is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2020, she worked at the Cabinet Office of the British Government, The London School of Economics, and Scholastic, Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and manages risk using tax-aware processes and various defensive tactics.

Thomas Markham is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and was previously affiliated with Securities America Advisors, Inc. for 19 years and SECURITIES AMERICA, Inc. for 33 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios that include a broad array of investment types.

Mark Hildebrandt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Sherwood, Oregon. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Joseph Aley is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. He also owns and operates Aley Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Gregory Hiatt is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Amy Hays is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at Stifel, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. She holds the Series 63 and Series 66 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Peter Weber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JP Morgan Securities LLC since 2015 and at JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies. The firm delivers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.