Ashley Hartley is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America and Portland Community College. Hartley serves as a board member and director of coaches for South Beaverton Youth Cheer. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Roarke is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, where Roarke works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and the use of artificial intelligence tools.

Catherine Henry is a CFP® certified financial advisor with over 10 years of industry experience. She has been with UBS Financial Services since 2011, including her current tenure beginning in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management strategies.

David Lachowski is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2011 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Stuart Morrice is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Columbia Threadneedle Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

Matthew Russell is a CFP® professional affiliated with LPL Financial, based in Clackamas, OR, with 22 years of industry experience. He has worked at several firms, including Wells Fargo Investments and CUSO Financial Services, and currently operates under On Course Wealth Advisors, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational tools.

Brittany Dohrwardt is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2018 and previously worked at Bonaventure Senior Living, Comcast, and Holiday Retirement. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a wide range of capital markets services.

Bryce Williams is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Uber and the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing both affiliated and third-party managers across various program structures.

Gabriel Corazza is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Portland Benefits Group for seven years. Corazza also serves as a financial professional at Sentinel Advisors LLC, a financial services holding company, and is an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated model portfolios.

Ryan Wilkinson is a financial advisor with UBS Financial Services in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Lenz Financial Group and RBC Capital Markets, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jennifer Humphreys is a financial advisor with Edward Jones in Beaverton, OR, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Edward Jones from 2020 to 2022 and has experience in sales and marketing as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brandon Wooters is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Edward Jones in Portland, OR since 2000. Outside of his advisory work, he is involved in residential property management, assisting with light repairs on a rental property managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers various advisory programs, investment solutions, and affiliated financial services.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.

Cara Partch is a financial advisor at Ameriprise with eight years of industry experience. She holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Ameriprise in 2019, her experience includes roles at Bank of America, Merrill, and Wells Fargo. She serves on the board of directors for the Tualatin Hills Park Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Benjamin Tannarome is a financial advisor with OSAIC in Portland, OR, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Phillips and Company, Cetera, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios comprising a variety of asset types.

Rick Fuller is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

John Liu is a Series 66 licensed financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he serves as a trustee overseeing a family trust and is involved as a partner in debt recovery and asset distribution for several private entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and advisory solutions.

Tina Brannan is a CFP® professional with 32 years of industry experience. She is currently affiliated with LPL Financial, where she has worked since 2015. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor-support tools.

Gunner Robinson is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. His prior roles include positions at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, emphasizing flexibility in investment options and risk management.

Mark Simpson is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has served with the U.S. Army Department of Defense since 1992. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.