Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rachel Sanders is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015 and has a long history as a homemaker. Outside of her advisory role, she is involved as a general partner and managing member of a family-operated lavender farm in Oregon. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors through 2020. Outside of his advisory role, he serves as managing partner of Illuminate Financial Group LLC and is the Vice President of the Board of Directors and a soccer coach for the Foothills Soccer Club in Portland. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of advisers, utilizing both proprietary and third-party solutions tailored to client risk tolerance and goals.

Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Ariella Jochai is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, Oregon. She has eight years of experience at LPL Financial and has prior work history including self-employment and a role at Lake Oswego Hunt. Outside of her advisory role, she is a commissioned notary in Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Emily Lapp is a financial advisor at Raymond James Financial with 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. In addition to her advisory role, she serves as a Notary Public in Tualatin, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services in municipal and public finance.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

Jesse Nehring is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Schwab, he held roles at firms including JP Morgan Chase, Fidelity Investments, Merrill Lynch, and U.S. Bancorp Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and alternative investment options delivered through a large integrated platform.

Darren Rankin is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was co-owner and CEO of Creative Media Development, a creative agency. He no longer has active responsibilities with the agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Laurie Lakey is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Investments. Laurie is based in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Jennifer Pacific is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 65 and Series 63 licenses and has been with RBC Capital Markets since 2010. Outside of her advisory role, she serves on the board of directors for Irvington Cooperative Preschool in Portland, Oregon. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Roderick Holden is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2009. He worked nine years at Cambridge Investment Research, Inc. Holden is the founder of FutureNest, a business entity established in 2020, and a publisher and information provider with The Essential Library since 2012. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platform options.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Hirschberger is a financial advisor at Edward Jones in Portland, OR, holding the CFP® designation and Series 66 license with 15 years of industry experience, all with Edward Jones. He serves as a career advisor at Willamette University, assisting recent graduates with career searches and resume building. 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 is notable for its extensive advisor network and additional affiliated capabilities beyond advisory services.

Gerald Kroeger is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc., and Kms Financial Services, Inc. He is also an 80% owner of Kroeger Financial Services, an S corporation through which he manages his business income. Additionally, he holds licenses for life and annuity products and occasionally engages in related insurance business activities. OSAIC Wealth serves a diverse range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, offering discretionary and advisor-managed strategies, third-party money manager programs, and alternative investments.

Brian Speer is a financial advisor with Wells Fargo Clearing in Beaverton, OR, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.