Elisa Landers is a financial advisor at Merrill with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at U.S. Bank for 17 years. Merrill 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, pension plans, corporations, and charitable organizations.

Jing Jin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, Jing worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, Jing is involved in entrepreneurial activities including Zen Massage Therapy LLC and AT Home Care Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bryan Betita is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Isaiah Sound is a Series 66-credentialed financial advisor with Ameriprise Financial Services LLC in Vancouver, WA. He has one year of industry experience and has previously worked at EF Capital and with the Arizona Cardinals. He has also been involved with the Boys & Girls Club of Whatcom County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tammy Yorba is a financial advisor with Edward Jones in Hillsboro, OR, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank NA for 24 years before joining Edward Jones. 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 and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Laws is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His background includes roles at Wells Fargo and its affiliates, as well as six years with JGP Wealth Management, LLC. He is currently employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products in addition to investment advisory services. J.P. Morgan Securities LLC 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 when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering access to a wide range of products and maintaining a non-discretionary advisory approach.

Jessica Porter is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2018, she worked at Sii from 2013 to 2018. Outside of OSAIC, Porter is a partner at BPG Wealth Management and provides consulting services for the Business Planning Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Aevry Napoleon is a financial advisor with J.P. Morgan Securities in Vancouver, WA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, Aevry worked at Edward Jones and JPMorgan Chase Bank, N.A. His background also includes roles outside finance at CarMax, Champs Sports, and Jamba Juice. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jonathan Oliva is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He is based in Lake Oswego, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Patrick Mcvey is a financial advisor with Wells Fargo Clearing in Vancouver, WA. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2025. Prior to this, he has experience at Wells Fargo Bank, nA. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Mckinney is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2016, including four years at Ameriprise Financial Services, Inc. and six years at Ameriprise Financial Services, LLC. Outside of advisory work, he is involved with FWMG, LLC as a paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jerimiah Gildea is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and VALIC Financial Advisors. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kristin Petersen is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2018 and previously worked at Emerson House, Portland State University, and Clackamas Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Britton is a financial advisor with Edward Jones in Sherwood, Oregon, holding CFP® and Series 63 designations. He has 28 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he owns and manages a rental property in Lafayette, Oregon. Edward Jones is a wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Austin Rosterolla is a financial advisor with Merrill in Lake Oswego, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as roles outside finance including positions at Red Robin Gourmet Burgers, Amazon, Fred Meyer, and Stagecoach Pizza. Outside of his advisory work, Rosterolla serves with the Benton County Marine Patrol, where he performs safety inspections and search and rescue duties on local waterways. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.

Eric Moja is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. The firm serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. Fisher Investments utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies in its portfolio construction.

Joe Bartlett is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.