Daniel Pierce is a financial advisor at Cetera with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera in 2025, he worked at Wells Fargo in various capacities from 2016 to 2025. Outside of advising, he is a notary. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and retirement services.

Eric Purcell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His background includes roles at The Vanguard Group and multiple positions within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Julie Stiers is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial since 2015 and works with Metis Wealth Advisory Group since 2018. Outside of her advisory role, she is involved in teaching and cueing round dancing. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports institutional consulting and portfolio management through a broad network of advisors.

Mary Gordon is a financial advisor with OSAIC in Portland, OR, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at StanCorp Equities, Inc. and The Standard. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include a range of investment types and can be managed on discretionary or non-discretionary bases.

Benjamin Santiago is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Do It Best, and PVH Corp. – Calvin Klein. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Karoll McMullen is a Financial Consultant who collaborates with clients to co-create tailored financial plans that align with their specific goals and objectives. Karoll emphasizes understanding the unique aspects of each client's situation to help navigate the complexities of financial planning and support prudent wealth decisions. Karoll has held multiple roles at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Investment Solution Representative in 2020, and Customer Relationship Advocate from 2018 to 2020. This experience reflects a comprehensive background in investment consulting and client relationship management. Outside of work, Karoll enjoys board games, outdoor adventures, photography, reading, snowboarding, and volunteering.

Colt Richards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, an Investment Counselor at Fisher Investments from 2022 to 2024, and a Financial Advisor at EKC Advisors LP from 2019 to 2022. As a Certified Financial Planner™, Colt focuses on providing peace of mind through education and holistic financial planning. His approach involves aligning families with financial plans that support both their financial goals and what matters most to them in life. Outside of his professional work, Colt has interests that include board games, food, parenthood, puzzles, and singing.

Aaron Pearson is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2011 in various capacities within the Wells Fargo organization. He holds additional ownership interests in wealth management and financial planning practices. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu utilizing proprietary research and tools, with services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis.

Spencer Arn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a variety of financial services including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Arn holds a Bachelor's Degree from Southern Oregon University and is a Personal Investment Advisor (PIA). His approach involves connecting all aspects of a client's financial life to help prioritize and pursue their most important goals. Born and raised in Portland, Oregon, Arn and his team work with individuals and families to create customized and comprehensive wealth management plans. Outside of his professional work, Arn enjoys biking, camping, fishing, golfing, music, skiing, traveling, and spending time with his family, often exploring the outdoors of Oregon.

Kelly Hale is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hale serves on the boards of De La Salle College Preparatory and the University of Oregon Health Science Foundation, and he is a co-trustee of a family trust related to a farming operation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

William Andres is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank, N.A., and held roles at Exclusive Wireless/T-Mobile and Portland State University. Outside of advisory work, he has ownership in a residential rental property in Hermiston, Oregon. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Tsujimura is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes positions at Oregon State University, Papa Johns, and Journeys, as well as operating a collectibles business, JCT Collectibles. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, managing more than $256 billion in assets across various program structures and investment options.

Naghmeh Asiaei Pourassef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shawn Downey is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Downey serves on the board of the St. Clare School Endowment Committee and volunteers as a track and cross-country coach and council member for the Catholic Youth Organization (CYO). Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and income source analysis. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Drew Bergemann is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2026 and has prior experience in education, including roles at Oregon State University, Just Kids Skill Camps, Sunset High School, and Stoler Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform that combines advisory and brokerage capabilities.

Conner George is a Financial Consultant with extensive experience advising some of the world's largest financial institutions, family offices, and high-net-worth individuals. He partners with clients to educate and empower them, working toward their financial goals through comprehensive assessment, strategy implementation, risk and performance monitoring, and ongoing analysis and communication. Prior to his current role, Conner held multiple positions at D.A. Davidson Companies from 2014 to 2022, including Senior Vice President, Vice President, Associate Vice President, and Associate in Institutional Equity Sales. This experience provided him with a deep understanding of institutional equity markets and client relationship management. Outside of his professional work, Conner enjoys camping, golf, music, outdoor adventures, skiing, and snowboarding.

Deborah Jenkins is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Christopher Goetz is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Network and Canyon Financial Group. He is also the owner of Vesta Fortuna Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and bespoke strategies under various program structures and custodial relationships.

Denise Patridge is a financial advisor at Charles Schwab with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 1983 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 and offers a broad range of investment guidance supported by centralized custody and operational infrastructure.

Ryan Jones is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First Republic Securities Company and First Republic Investment Management. Outside of his advisory work, Jones is an owner and capital investor in Tackle AI, a technology company specializing in artificial intelligence applications, and he serves on the boards of Transitional Youth, an organization supporting homeless youth in Portland, and NOE International, which provides educational programs in low-income neighborhoods in Mexico. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.