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.

Ronald Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its predecessor firms since 2004. Outside of his advisory role, he is involved with Northwest Planning & Investments, a business offering First Allied products and services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Manuel Miranda Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His current role began in 2025 with Wells Fargo Bank, N.A. and Wells Fargo Clearing. 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 supports a large network of financial advisors, offering both brokerage and advisory solutions.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by various model portfolios and research.

Jonathan Owens is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to that, he worked for Signator Investors, Inc. for 10 years. Owens is also a business owner and partner of BPG Wealth Management, LLC, a financial planning firm based in Clackamas, OR. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management with diverse investment options.

Devin Moran is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial in 2022. Moran is also a partner in Four Peaks Property Group, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research from multiple sources.

Brian Smith is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Kuduk III is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including previous roles at Fisher Investments and The Vanguard Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

Randal Lishka is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He operates a related business activity under Lishka Financial and maintains involvement with fixed trail insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Derek Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014. In addition to his advisory role, he serves as an assistant baseball coach at Forest Grove High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Jason Meiwes is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Bank NA, Bancwest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. 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 multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Breen is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2018, following prior roles at Guardian and Park Ave Securities. Outside of his advisory work, he serves on the board of directors for a plumbing parts distribution company and acts as trustee for a family trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements supported by firm-approved analysis tools.