Cody Farnes is a financial advisor at Ameriprise in Clackamas, OR, holding the Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2021, he worked in marketing and training roles, including positions at Tried & True Coffee and SHOP Training. Farnes serves on the boards of the Mt. Hood Community College Foundation and A Solid Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s investment approach involves a centralized service team utilizing proprietary research and third-party data, with an investment universe influenced by affiliated product partnerships.

Quinn Davidson is a financial advisor at Cetera with one year of industry experience. They hold the Series 66 designation and have worked with firms including Boyce Financial Group and Black Rock. Outside of advising, Davidson has served as an administrative assistant at Boyce Financial Group, performing client and back-office communications. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Ryan Greenwood is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His prior roles include positions at iQ Credit Union, CUSO Financial Services, PFS Investments Inc, and Primerica Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lucy Wilks is a financial advisor at Morgan Stanley in Vancouver, Washington, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed by Portland Public Schools. Outside of her advisory role, she works as an independent contractor for DoorDash. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, combining tailored financial planning with access to extensive investment programs and firm-approved analytical tools.

Stephen Dail is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

James Haney III is a financial advisor at Edward Jones in Portland, OR, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Empower, Charles Schwab, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Mark Blake is a financial advisor with Meriwether Family Office, LLC in Larkspur, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Meriwether Family Office since 2014. Meriwether Family Office provides advisory services by identifying and recommending third-party investment advisers to individuals, trusts, pension plans, and retirement plan trustees, focusing on matching clients with suitable managers and overseeing those relationships rather than directly managing portfolios.

Alexander Bowers is a financial advisor at Pinestar Capital Advisors LLC with 10 years of industry experience. He has held positions at Piper Sandler & Co. and operated Bowers Consulting prior to his current role. He holds Series 63 and Series 65 licenses. Pinestar Capital Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, small businesses, and charitable organizations. The firm emphasizes long-term investment horizons with a mix of value and growth strategies, and routinely serves corporate clients while offering modular financial planning and educational newsletters.

Scott Malbasa is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with XYPN Sapphire and has previously worked at Adelphi LLC, XYPN Invest, Empirical Wealth Management, and Cordant, Inc. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management along with standalone and integrated financial planning.