Michael Anisimov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has previously served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2022 through 2025. Before joining Fidelity, Michael worked as a Financial Representative at Edelman Financial Engines in 2022. In his role, Michael focuses on understanding his clients' needs and collaborating with them to develop financial plans aimed at achieving their investment goals. He engages with clients to assess their current financial situation and provides guidance on planning for retirement.

Thomas Elrod is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Portland, Oregon. He works with clients across diverse backgrounds and life stages, including younger families, mid-career professionals, couples contemplating retirement, and recent graduates. Thomas focuses on developing detailed financial strategies tailored to each client’s unique goals and circumstances. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, defined benefit plan services, employee financial health, managing new wealth, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Since beginning his career as a financial advisor in 2012, Thomas has concentrated on helping clients integrate the various components of their financial lives into cohesive and actionable plans. He holds a Bachelor’s degree from California State University, Sacramento, and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in his local church community, serving on the Financial Advisory Team and leading the men’s ministry at Rise City Church in Gresham, Oregon. Thomas lives in Portland with his wife Juliann and their four daughters. His personal philosophy centers on treating clients with respect, kindness, and empathy, values shaped through his family life. He emphasizes understanding clients’ unique priorities and aspirations before recommending financial products, seeking to build meaningful, long-term relationships aligned with clients’ dreams and intentions. In his free time, Thomas enjoys baseball, basketball, football, golfing, and spending time with his family.

Maxwell Farquhar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Van Gordan Investments and First Command Financial Services, as well as positions in education at the University of Oregon and Portland Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Corneliu Lucescu is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Yoko Whittaker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 credential and has prior experience with Equitable Advisors and Capacity Building Partnerships. Outside of her advisory role, she volunteers as a community event organizer and gamemaster for local organizations and serves as a volunteer tax preparer in Portland. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income strategies.

Justin Katz is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2010. The firm serves a diverse global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach guided by a five-member Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolio construction.

Kristin Wehler is a financial advisor at Edward Jones in Lake Oswego, OR, with ten years at the firm and three years of industry experience. She holds the Series 66 designation. Previously, she owned a franchised retail bakery and operated an internet pet supply business. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Eleanor Lucero is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of experience at the firm. She serves on the Board of Directors for PEO Sisterhood as Treasurer and participates in Business Network International, a professional networking group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that emphasizes written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies.

Derek Lawson is Vice President, Executive Planning Consultant at Fidelity Investments, where he collaborates with corporate leaders and their families to develop personalized financial strategies that align with their goals and priorities. His role involves integrating workplace benefits, investments, and relevant planning considerations to support informed decision-making and long-term financial well-being. Derek has progressed through various roles in the financial services industry, including Vice President, Wealth Planner and Financial Consultant at Fidelity Investments. His career also includes experience as a Financial Solutions Advisor at Merrill Lynch, a Relationship Advisor at Silicon Valley Bank, and a Member Solutions Representative at Desert Financial Credit Union. Outside of his professional responsibilities, Derek engages in activities such as camping, outdoor adventures, photography, sailing, snowboarding, and traveling.

David Percival is a financial advisor at Edward Jones in Happy Valley, OR, holding a Series 66 designation with experience dating back to 2015. Prior to joining Edward Jones in 2025, he worked at Stanley Infrastructure for three years and at PECO-Astronics for six years. 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 provides a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Denise Kohler is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Derek Cram is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at Northwestern Mutual for two years. Outside of his advisory role, he is involved in music production and volunteers on the fundraising committee for the Lake Oswego Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using multiple portfolio strategies and platform arrangements.

Virshal Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2013. Prior to his financial career, he was employed at Portland Community College. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Spencer French is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following roles at CUSO Financial Services and Columbia Credit Union. Outside of finance, he coaches at Westside Academy of Kung Fu/Crossfit Hillsdale and manages music royalties as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeled outcome simulations.

Michael Landis is a financial advisor with Thrivent Investment Management and holds the Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Principal Securities Incorporated, Principal Life Insurance Company, and Waddell & Reed Inc. Outside of his advisory work, he serves as President of the Gladstone Education Foundation, which supports educational programs in the Gladstone, Oregon community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Debbie Rainey is a CFP® with 23 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005. She holds a Series 66 license and is based in La Center, WA. Outside of her advisory role, she is involved in managing real estate investments in partnership with her husband. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Katie Tickner is a financial advisor with Charles Schwab who holds Series 65 and Series 66 credentials and has 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously worked at Fidelity Brokerage Services LLC from 2015 to 2018. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

John Valentine is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2017. Outside of his advisory role, he is involved in horse breeding through his ownership of REV Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Zachary Miller is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, and has three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for the Bank of Montreal Family Office from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Peter Stull is a Series 65-licensed financial advisor with Fisher Investments in Camas, Washington. He has been with Fisher Investments since 2017 and has a prior five-year tenure at IBM. Stull has four years of industry experience. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies in its portfolio construction.