Thomas Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked in various roles at JP Morgan Chase and its affiliates from 2015 to 2022. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Matthew Horne is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He holds a Series 63 license and is based in Sherwood, Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Joshua Brakel is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he owns Moto Life LLC, an apparel sales business involved in contract negotiations and business planning. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Carmen Gibson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2006 and also has experience with Piper Jaffray & Co starting in 1996. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Shena Bartlett is a financial advisor with OSAIC based in Vancouver, WA, holding Series 63 and Series 66 credentials and 22 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for nine years before joining OSAIC in 2025. Bartlett owns Wealth by Design PNW LLC, a business offering various types of insurance including health, disability, long-term care, and life insurance, as well as group benefits and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios while supporting legacy programs and third-party solutions.

Jacob Heger is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and based in Lake Oswego, Oregon. He has one year of industry experience, beginning in 2025, and prior to that, he was a full-time student and worked at Vanir Technology Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and offering event-driven planning services such as divorce and estate settlement planning.

Cristina Spatacian is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2015 to 2018 and from 2024 to the present, and has been affiliated with JPMorgan Chase Bank since 2011. 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, delivering recommendations on a non-discretionary basis.

Michael Connell is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Asset Management and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Susan Love is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2017, she worked at RBC Capital Markets Corporation for nine years. Outside of her advisory role, she is involved in making and selling craft items and patterns through various online platforms and local craft fairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with clients responsible for plan implementation and updates.

Alicia Wilson is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various direct and corporate financial planning agreements.

David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Jonathan Hart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 2015. In addition to his advisory role, he works as a consultant for Guidepoint Global on private healthcare and healthcare exchanges. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Douglas Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and BancWest Investment Services. Outside of advisory work, he owns and operates a Christmas tree farm and is involved in insurance brokerage through Stafford Wealth Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships that use firm-approved software to provide written recommendations.

Christopher Scott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following three years at Foresters Advisory Services and Foresters Financial Services. Scott is a 50% owner of Scott Wealth Management, an entity associated with his work at Cetera. 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 diverse portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated managers with various program structures and custodial relationships.

P Herron is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Nicole Batchelor is a financial advisor at Equitable Advisors based in Portland, OR. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Heal Here Now, Washington State University, and Kohl's. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Yuang Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Boston. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, tax minimization, and serving women and wealth clients. Xia holds a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Bilingual in English, Mandarin, and Yue (Cantonese), she combines access to Merrill’s investment insights with the banking and lending solutions of Bank of America. Outside of her professional work, Xia volunteers with community organizations and enjoys boating, cooking, hiking, traveling, and yoga.

Kelly Morgan is a CFP®-designated financial advisor at Edward Jones in Beaverton, OR, with 10 years of industry experience. She has been with Edward Jones since 2015. Morgan Legal Services, LLC was registered under her name but was never operational and is in the process of being dissolved. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, and managing over $1 trillion in assets through a large national network of advisors and branch offices.

Keoni Hudson Rasmussen is a CFP®-designated financial advisor with Raymond James Financial, based in Tigard, OR, and has 13 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of his advisory role, he is involved in disability insurance sales as an agent and owns support companies related to his financial practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs along with municipal and public finance services.

Travis Pratt is a financial advisor with Ameriprise in Durham, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business focused on payroll and business expense management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.