Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.

Brian Wright is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Weststar Financial Group. He is also an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Thomas Elrod Sr. is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 63 license and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009 and is also involved with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner providing a line of credit for an automotive and transportation lending business, TC Truckers LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Margarita Martinez is a Series 66-licensed financial advisor with UBS Financial Services in Lake Oswego, Oregon, and has four years of industry experience. Prior to joining UBS Private Wealth Management, she worked in the restaurant industry and spent time in extended travel. She serves on the board of directors for the Swiss Avenue Women's Guild, a neighborhood organization focused on community preservation and improvement in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

Anna Johnson is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at First Republic Bank for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ashley Hubacher is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. She previously worked at NW Financial & Tax Solutions, Inc. for seven years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Kirsten Kupras is a financial advisor with Raymond James Financial in Lake Oswego, Oregon, holding a Series 66 designation and one year of industry experience. She has also worked as a physical therapist through her independent contracting business, Kupras Kinetics. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Rebecca Cyphers is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she serves as a director at REV Group LLC, where she manages stallion services and real estate rental operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Rebecca Decesaro is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked with First Republic Investment Management and First Republic Securities in various capacities since 2006 and joined J.P. Morgan Securities in 2023. Outside of her advisory role, she serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities 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 in its recommendations.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Michael Zahler is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation, along with Series 63 and Series 65 licenses. Zahler has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic and AI-driven research techniques.

Matthew O’Brien is a financial advisor with Merrill and holds a Series 66 designation. He joined Merrill and Bank of America in 2025 and has prior experience in various roles across industries including telecommunications, hospitality, and education. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach combines model-based and discretionary strategies supported by Merrill’s Chief Investment Office and integrates into Bank of America’s broader corporate platform.

Robert Hesslink Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of affiliated advisors, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include a variety of asset classes.

Rachael Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at Jay Puppo Insurance and Financial Services and Cascade Fruit Marketing, Inc. 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 programs and investment options through a large nationwide network of financial advisors and branch offices.

Kimberly Superneau is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Cetera since 2009 and also has a concurrent role at Heritage Bank since 2012. Kimberly is based in Portland, OR. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

David Tatem is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Citigroup from 2019 to 2025 and earlier tenure at Raymond James Financial Services from 2016 to 2019. Outside of finance, he was involved with Garagiste Meadery from 2018 to 2020. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable presence in municipal and public finance through its referral arrangements and affiliated departments.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, utilizing research and analytics from Wells Fargo Investment Institute alongside diversification and modern portfolio theory in its investment approach.

Melissa Mccoy is a Series 65 licensed financial advisor with Fisher Investments, where she has worked since 2017. She has seven years of industry experience and previously participated in a volunteer teaching program. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes through a centralized investment process.

Jeffry Wolfe is a financial advisor with Raymond James Financial and holds the Series 66 designation. He has eight years of industry experience and is the owner of Headway Investments, LLC. His work history includes roles at Raymond James Financial Services and Romine / Bennett & Associates. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and implementation support through various account types and outside managers.