Marie Selby is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan and First Republic entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Adrian Neal is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he held roles with various firms including Colleen Lenard and Waddell & Reed, and has involvement in coaching through his other business, Runner2Runner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services supported by technology and a large network of investment adviser representatives.

Steven Aldrink is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lindsay Krivosha is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Baird in 2017, she worked at RBC Capital Markets from 2009 to 2017. She serves as Treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Kasey Closs is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and nine years of industry experience. Prior to joining Cambridge, Kasey worked at MML Investors Services, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Penn Mutual Life Insurance Co, and Wells Fargo Advisors. Outside of financial advising, Kasey is employed at Westview High School in a role related to sport and fitness. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with investment strategies tailored to client objectives across multiple platforms and custody arrangements.

Lacie Walker is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and three years of industry experience. She has held roles at LPL Financial since 2017 and has been involved with Lewelling Ventures since 2018. Outside of advising, she owns T.A.W. Transport, Inc., a non-investment business based in Canby, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

Jeffery Bratt is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery and firm-approved tools, integrating proprietary market outlooks and scenario modeling while generally acting in an advisory capacity rather than providing individual security recommendations.

Danielle Mills is a Financial Consultant I who focuses on coaching individuals to achieve their financial goals through comprehensive planning, investment strategies, and behavioral economics. She emphasizes professional guidance to help clients navigate challenging financial situations and make the most of available opportunities. Her professional experience includes serving as an Investment Counselor at Fisher Investments from 2018 to 2025. Prior to that, she was a Partner at M & J Group DBA Bridgetown Wealth Management from 2015 to 2018 and a Financial Advisor at Waddell And Reed between 2012 and 2018. Outside of her professional work, Danielle has interests in fitness, museums, outdoor adventures, Pilates, reading, and traveling.

Alan Lyons is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Kurt Kallien is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with individuals and families to develop comprehensive financial plans tailored to their unique goals and challenges. His approach involves active and ongoing engagement to build a deep understanding of each client's financial objectives. Kurt has extensive experience in the financial industry, having held various positions including Financial Consultant and Relationship Manager at Fidelity Investments, Branch Manager at Scottrade, and roles as Senior Trader and Broker at Bidwell & Company. He holds a California Insurance License. Outside of his professional work, Kurt has interests in baseball, football, music, scuba diving, and soccer.

Gregory Soergel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Corporate Retirement Benefit Services. He focuses on helping business owners and their employees maximize the value of their company’s 401(k) retirement plans through education and tailored support. Gregory provides 401(k) education and support to corporate retirement clients, utilizing his expertise to simplify complex financial issues into clear, workable strategies. Gregory began his career in the investment industry in 1999 and joined Merrill Lynch Wealth Management in 2010. He holds multiple professional designations, including Chartered Retirement Plans Specialist (CRPS™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Maryland in 1993. Born in California and raised in the Washington D.C. area, Gregory has lived in the Pacific Northwest since 1997. Outside of his professional work, he enjoys spending time with his two young sons and engaging in activities such as basketball, biking, golfing, and hiking.

Antonette Dehaney is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at The Vanguard Group, Robinhood Markets, and Raymond James Financial Services. She is currently based in Lake Oswego, Oregon. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supporting clients with multi-asset model portfolios and alternative investment options.

Sharon Olmstead is a CFP® with 13 years of experience in financial advising at Edward Jones. She has been with Edward Jones since 2013, serving clients from Forest Grove, OR. Outside of her advisory role, she serves as treasurer for the Rotary Club of Forest Grove. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Linda Ly is a Planning Consultant with experience as a Financial Advisor at Edward Jones from 2023 to 2024. She holds a California Insurance License and brings a unique perspective to financial planning, influenced by her background in emergency medical services and business development at Google. Linda's approach to financial planning is comprehensive and values-based, emphasizing authenticity and alignment in values to build lasting relationships. Her professional experience combines elements of client service and business development, providing a broad foundation for her current role. Outside of her professional work, Linda has interests that include gardening, kayaking, motorcycles, snowboarding, traveling, and volunteering.

Angela Carr is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Bank of America, N.A. from 2010 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Allen is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Osaic Wealth Inc. Outside of his advisory work, he owns and operates NWIFL LLC, a professional services business focused on process improvement, CRM software, automation, and SEO-related services. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Qian Huang is a financial advisor at Merrill with eight years of industry experience. Huang holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. 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, and institutions.

Damon Dishman is a financial advisor at Wells Fargo Clearing with over 25 years at the firm and holds a Series 66 designation. He is the owner of A&E LLC and provides strategic insights to The Best Health and Personal Care Store LLC, which offers e-commerce solutions for health and personal care product companies. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Norris is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following prior roles at Ameriprise Financial and Wells Fargo Clearing. Norris also operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.