Clarke Leaverton is a financial advisor at J.P. Morgan Securities with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2023, following a decade at First Republic Securities Company and over a decade at First Republic Investment Management. Outside of his advisory work, he serves as a co-trustee of a generation-skipping trust and is a board member of the Waverley Historic Foundation, which preserves the history of the Waverley Country Club. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Darrell Wilcox is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Fisher Investments for four years and has held roles outside finance, including positions at Breakside Brewery and Bumpers Grill and Bar. Charles Schwab 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 offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, and operates with a large scale that integrates advisory, brokerage, custody, and cash management services.

Floreid Walker is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. Walker has 38 years of industry experience, including 14 years at Sagepoint Financial and over two decades at AIG Federal Savings Bank. Outside of advisory work, Walker is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through multiple custody platforms and proprietary model strategies, with additional services from approved third-party managers.

Darren Gross is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He previously held roles at Bank of America, Merrill, and JP Morgan Securities. Gross is also affiliated with Onpoint Community Credit Union and Onpoint Investment Services in Portland, OR, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering tailored financial planning and investment consulting. The firm supports its clients through a variety of advisory programs and utilizes advanced analytical tools and technology in its services.

Eric Qualheim is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and implements tax-aware and risk management strategies.

Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad 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 multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

Andrew Van Laningham is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at SigFig Wealth Management, Buckingham Strategic Wealth, Government Portfolio Advisors, and Morley Capital Management. He is also licensed as an Oregon Life and Health Insurance Producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of asset classes managed on either a discretionary or non-discretionary basis.

Andres Jimenez is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He serves as Treasurer on the Vancouver Church Foundation Board, where he interprets and presents financials and advises on investment allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports its services through a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Hernan Prince is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Amazon and JPMorgan Chase Bank, N.A. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jimmy Wang is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at La Francaise Forum Securities for four years. Outside of his advisory role, he operates Jimmy Runs Money LLC and also works as a driver for Uber. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment models and offers ERISA fiduciary services to qualified plans.

Jennifer Cornett is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked with Cambridge Investment Research in various capacities since 2010 and spent one year at IFP Securities LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Brandon Tran is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and experience in education at the University of Portland and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Michelle Serlin is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity for over 16 years, serving in various roles including Vice President Financial Consultant and Financial Consultant. Prior to that, she worked as a Portfolio Consultant at Charles Schwab and held positions at Estate Planning Associates and Morgan Keegan. Michelle is a Certified Financial Planner™ with 27 years of experience in the financial services industry. She focuses on assisting affluent individuals and their families with wealth planning. Michelle aims to understand her clients' needs, goals, and preferences to help them make prudent decisions regarding investments and financial planning. She holds a California Insurance License.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Martin Weber is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Laura Stanulis is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Investments LLC since 2022. Prior to joining Fidelity, she held positions at Champion Manufacturing, Inc., Winberry Farms, and Pacific Office Automation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Lee Farmer is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and Holowesko Partners. 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 relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lyssa Richards is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. She has been with Fisher Investments since 2018 and previously worked at Thomas Howard Murphy OD Inc. from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware and risk management strategies.

Edward Lang is a financial advisor with UBS Financial Services in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 1995. Lang owns two vacation cabins that are rented through Brasada Ranch in Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Kenneth Hoiland is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of his advisory role, he serves as a board member of the Mount Hood Forest Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.