Laurie Daven is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company before joining Fidelity. Outside of her advisory role, she works as an independent contractor in portraiture, illustration, and writing, including both non-fiction and fiction projects. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven, algorithmic approach to portfolio construction and offers services such as discretionary management, fund advisory, and model portfolios.

Kerrick Jaquith is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, he owns and operates Western Accounting & Tax Solutions, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities across multiple program structures.

Brian Johnson is a financial advisor with Morgan Stanley in Portland, Oregon, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member and on the finance committee for Saint Mary’s Home for Boys, a nonprofit organization in Beaverton, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning tools and a range of retail and institutional investment options.

Fred Elledge is a CFP® with 38 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with the firm and its related entities since 2016. He is also the owner of Blue Spectrum Wealth, which he has led since 2017. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to assist clients in understanding potential financial outcomes while supporting a broad network of advisors and affiliated firms.

Krystal Lee is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Raymond James Financial in Hillsboro, OR, and previously worked at Allen Capital Management and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients, offering tailored advice through a broad advisor network and specialized programs.

Kyle Teune is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, Oregon, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Raymond James and OnPoint Community Credit Union since 2016. Teune is also involved with OnPoint Investment Services, where he works as an investment compliance analyst and offers non-deposit investment products to credit union members. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisory affiliation.

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.

Ann Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at multiple pharmacies and ongoing service with PFS Investments Inc. since 2016. Outside of advisory work, she serves as COO of Futures Masonry in Spokane, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of investment approaches supported by third-party custody and trade execution services.

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.

Ryan Schademan is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides services including sub-advisory, retirement plan management, and separate account administration.

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.

Jake Barber is a financial advisor with Edward Jones in Milwaukie, OR, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he spent five years at the University of Portland and four years at West Linn High School. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

Dimitry Makhanov is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2025, he held roles at Columbia Credit Union, Western Governors University, OneDigital Investment Advisors LLC, Morgan Stanley, and E*TRADE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.