Russel Stigall is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at True Private Wealth Advisors and Papa Murphy's. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Luc MacKenzie is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant, Planning Consultant, and Financial Representative. In his current role, Luc partners with clients to build and maintain financial plans by identifying goals and educating them on strategies to navigate their financial futures. Luc's professional experience encompasses comprehensive financial planning and investment consulting. He is a CFP® Professional, which reflects his commitment to adhering to rigorous standards in financial planning. His approach involves collaboration with clients to ensure they understand their financial plans and are prepared for their life outside of the market. Outside of his professional work, Luc has interests in food, golf, hiking, parenthood, and tennis.

Matthew Rego is a financial advisor at Fisher Investments with 12 years of industry experience and holds a Series 65 designation. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Alex Blanco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously worked at CVS from 2015 to 2017. 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.

Ryan Meier is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to the priorities of individuals and families. Ryan focuses on managing risk to help clients meet their future financial needs while working on building and maintaining strong financial plans. With over 10 years of experience in professional wealth management, Ryan has expertise in areas including personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He assists clients with organizing their finances, including consolidating investment accounts and navigating complex decisions such as 401(k) rollovers and IRA conversions. Ryan holds a Bachelor's Degree from Arizona State University and a Master's Degree from Cardinal Stritch University. He is a Personal Investment Advisor (PIA) and communicates in both English and Japanese. Outside of his professional work, Ryan is involved with Best Buddies International and enjoys camping, cooking, hiking, and reading.

Tyler Grant is a CFP® certificant and holds Series 63 and Series 65 licenses, with two years of experience in the financial services industry. He is currently with OSAIC and previously worked at Von Borstel & Associates, Inc., ZoomInfo, LLC, and Concordia University Portland. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms for both discretionary and non-discretionary account management.

Shawna Vanaken is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. She previously worked at Commonwealth Financial Network for 19 years and has owned Pinnacle Tax & Financial Services LLC since 2005, where she provides tax advising and financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Liza Watkins is a financial advisor at Merrill with 32 years of industry experience, including over 31 years at Merrill. She holds the Series 63 and Series 66 credentials. Outside of her advisory role, Watkins serves on the board of trustees for Richmond Community Church and leads Sunday worship services as a worship leader, organizing music and service order. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Melanie Finkle is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise in Beaverton, OR. She has been with Ameriprise and its related entities since 2011. Outside of her primary role, she manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise offers retirement-income planning services for clients typically with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Graeme Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending 20 years at UBS, accumulating over three decades of experience in the financial industry. Graeme has developed expertise particularly in corporate retirement plan distributions, employee stock option and restricted stock plans, along with serving clients in corporate benefits, executive compensation, and portfolio management services. Graeme employs a planning-based approach to help clients prepare for significant life decisions and transitions. He works continuously with clients from the initial goal-setting stage through to the formulation, implementation, and review of customized financial strategies. As a Portfolio Manager, he manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds a Bachelor of Science degree in Economics from Portland State University and is a CERTIFIED FINANCIAL PLANNER® certificant. Graeme is a member of the National Association of Stock Plan Professionals (NASPP), having served as past Portland Chapter President, and is affiliated with the Financial Planning Association. A lifelong resident of Clackamas County, he lives in Happy Valley with his wife, Linda. Outside of work, Graeme participates in outdoor activities such as hiking, fly-fishing, hunting, and traveling and has served on the Happy Valley Parks Advisor Board and organized the Community Garden Project.

Robert Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at CUSO Financial Services and Columbia Credit Union. Outside of his advisory role, he is involved with RLS Investments, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various research resources and technology tools.

Joel Greenblum is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Greenblum serves as an investment committee member for the Oregon Jewish Community Foundation, contributing to allocation decisions for the organization’s managed funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Kimberly Perreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with business owners and young families to develop personalized financial strategies that accommodate their busy lifestyles and focus on achieving financial independence. Kimberly emphasizes collaboration with clients' attorneys and CPAs to create integrated, efficient strategies that help clients pursue their long-term financial goals. Kimberly holds a Bachelor of Arts degree in Economics from the University of California at Berkeley. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2002 and has over 15 years of experience in financial services. Additionally, she holds the Personal Investment Advisor (PIA) credential. Outside of her professional commitments, Kimberly volunteers within her community and enjoys activities such as bikram yoga, hiking with her children, spending time on the water, and reading.

Jennifer Roe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors since 2012 in various capacities, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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, and divorce.

Brett Boelsterli is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 designations with three years of industry experience. Prior to joining Edward Jones, he worked at Fisher Investments and Vita Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Winfred Hayes II is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and has prior experience in the automotive sales industry. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and offers a distinctive integrated structure with centralized custody and operational support.

Michael Culleton is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as an executor or co-executor of an estate in Tigard, Oregon. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Dana Welty is a Planning Consultant at Fidelity Investments, a role she began in 2024. She has experience in financial planning and sales, having worked previously as a Market Sales Partner from 2022 to 2024 and as a Market Sales Analyst from 2021 to 2022 at BlackRock Investments. Dana holds a California Insurance License. She is committed to fostering long-lasting relationships with her clients and emphasizes creating tailored financial plans that align with each client's unique goals. Dana aims to ensure her clients feel heard, valued, and confident throughout the financial planning process. Outside of her professional work, Dana enjoys baseball, cooking and baking, fitness, movies, music, and traveling.

Christian Coughlan is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at J.P. Morgan Securities. Coughlan is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.