Joel Mc Cray is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a limited partner in a family-related financial services limited partnership that functions similarly to a trust. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering integrated brokerage, custody, and advisory services.

Victor Lam is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at UBS since 2000. Lam serves on the Board of Directors for the Academy of Certified Portfolio Managers, contributing to education for the CPM designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jed Schlanger is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Raymond James Financial and its affiliates since 1995. Schlanger serves on the advisory board of the Simpson Charitable Trust, providing input on nonprofit donations and asset management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA consulting.

William Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, following five years at Umpqua Investments, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Neil Zeller is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the congregational president of Ascension Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Shayna Tucker is a Series 66 licensed financial advisor with eight years of industry experience, currently with Raymond James Financial. She has worked within various divisions of Raymond James since 2018 and previously spent nine years at Pdx Counseling, LLC. Tucker is also the owner of Invista Wealth Advisory LLC, where she serves as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating analytical tools and risk profiling to support client goals.

Garrett Gibson is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and has been associated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Gerald Taylor is a financial advisor with Thrivent Investment Management in Vancouver, WA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers clients the option to combine planning with managed-account programs under consolidated billing.

Mark Zellerhoff is a financial advisor at Osaic Wealth, Inc. based in Portland, Oregon, with 29 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and KMS Financial Services, Inc. Zellerhoff co-manages his practice with a partner under the name Cascadia Wealth Advisors through a general partnership structure used for tax and accounting purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to offer a range of investment solutions tailored to client needs.

Steven Fain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has previous experience at Provident Mutual and Financial Reserve Inc. Outside of his advisory role, he provides career counseling and personal budgeting advice through Financial Reserve Inc. and serves as an HOA treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platforms.

Joni Carlisle is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also serves in the Oregon Air National Guard and works as a reservist providing legal services for the U.S. Air Force at Joint Base Pearl Harbor-Hickam. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Magnolia Wolkoff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 credential and has previously worked at Foresters Financial Services. Outside her advisory role, she assists at Kruse Woods Financial Partners, supporting advisors in facilitating client relationships. 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 investors. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jeffrey Grandy is a CFP® with 36 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held multiple roles since 2016, including partnerships with Project Discovery LLC, J Grandy Investment, and Kruse Woods Financial Partners. He is also a partner in LLCs that hold ownership interests in the partnership building he and his wife use for their business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling, supporting clients through various advisory programs and specialized institutional services.

Haley Stinson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Edward Jones and JPMorgan Chase. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

James Strauch is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes ownership of Maia Coffee Roasting LLC and leadership roles at Over and Strauch Team Inc. and Waddell & Reed, Inc. He has also been involved in business ventures outside the financial industry, including a coffee roasting company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services supported by research and technology, providing both discretionary and non-discretionary management across various investment programs.

Kevin Robertson is a financial advisor with Merrill in Portland, OR, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory work, he is a committee member of the Lake Oswego Schools Foundation and participates in their capital campaign efforts. He also shares a car restoration hobby with his twin brother. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes tax-efficient investment solutions alongside extensive manager selection and oversight.

Eric Nguyen is a financial advisor with Cetera in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Boyce Financial Group. He serves as treasurer of the Oregon Nisei Golf Club. Cetera Investment Advisers LLC is a national registered adviser that serves individual, corporate, charitable, and retirement plan clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Mustafa Baghshi is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. In his current role, he supports long-term wealth objectives for Fidelity's sophisticated clientele through personalized wealth planning services. Prior to this, Mustafa served as a Wealth Management Service Specialist at Fidelity Investments from 2023 to 2025. He also has experience as a Financial Advisor at US Bancorp Investments from 2021 to 2023 and briefly worked as a Private Client Advisor at JP Morgan Chase in 2021. Earlier in his career, he was a Wealth Management Associate at US Bancorp Investments from 2017 to 2021. In addition to his professional commitments, Mustafa has personal interests that include cars, comedy, cooking and baking, movies, and snowboarding.

Cy Aleman is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He has worked at UBS Financial Services since 2024 and previously spent 12 years at Pioneer Investment Management USA Inc. Outside of advisory work, Aleman holds ownership interests in several real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to proprietary research and capital markets products.

Bradley Bell is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an Architectural Control Committee member for the Summit at Columbia Vista HOA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of financial products, including insurance-related vehicles and bank deposit sweep options.