Tomie Schmidt is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she manages a property management business in Vancouver. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and various investment strategies but generally acts in an advisory capacity rather than as an ERISA fiduciary unless specifically engaged.

Henry Johnson IV is a financial advisor at Edelman Financial Engines with four years of industry experience. He previously worked at Edward Jones and spent over three decades at IBM Corporation. Johnson holds Series 63 and Series 66 credentials and is based in Portland, OR. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment strategies.

Jordan Bean is a financial advisor with Mass Mutual Investors Services in Lake Oswego, Oregon. He holds a Series 66 designation and began his advisory career in 2025. Prior to entering the financial industry, Jordan worked at JB-TCG for six years and held positions at Domino's Pizza and Jimmy Johns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a structured, collaborative approach to client engagement.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Geoffrey Marvin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include work at Rosebud Media and Deseret News, as well as a position at Brigham Young University–Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Sirinan Gypmantasiri is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management with over 20 years of experience in wealth management. She works closely with clients to understand not only their financial situations and ambitions but also their feelings and attitudes, developing personalized financial lifestyle strategies that address their unique goals and concerns. Her client base includes successful women executives, business owners, and real estate investors, as well as individuals managing new wealth and preparing for retirement or other significant life events. Sirinan holds a Bachelor's degree in Finance from Portland State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She began her career in 2001 at Smith Barney (later Morgan Stanley) and joined Merrill in 2010. Based in Portland, Oregon, she is part of a team that manages nearly $2 billion in assets, primarily serving clients on the West Coast and across the country. In addition to her professional work, Sirinan is involved with the Oregon Ballet Theatre and the Oregon Humane Society. She speaks both Thai and English and enjoys personal interests including cooking, gardening, photography, reading, rock climbing, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Kerin Clark is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Gradient Advisors, LLC, Nordstrom, and The Prudential Insurance Company of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Jung is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to joining Raymond James in 2020, he worked for Waddell & Reed and various insurance carriers for over two decades. Outside of his advisory role, he is president of Harlin & Jung Inc. and CEO of PDX Wealth Management, both based in Lake Oswego, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Acil Mecham is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Portland, OR, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Prior roles include positions at Wells Fargo Advisors LLC, Cetera Investment Services LLC, and Umpqua Bank. He is also an officer and Vice President of Columbia Wealth Advisors, involved in private banking activities. 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, and institutional clients. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through advisory programs and unique services like municipal finance consulting and SIMPLE IRA Employer Advisory & Consulting Services.

Ramin Rouhbakhsh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2016. Rouhbakhsh is involved with Tallus Wealth Management, including non-variable insurance services, and is connected to Wealth Scientific, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs and financial services, utilizing various management approaches and research resources.

Sheik Ayube is a Financial Consultant at Fidelity Investments. In this role, he works with clients to pursue their retirement and financial goals through thoughtful planning across wealth and risk management strategies. He has been with Fidelity Investments since 2022, progressing from Planning Consultant (2022-2025) to Investment Consultant (2025-current) and currently serving as a Financial Consultant (2026-current). Prior to joining Fidelity, he worked as a Customer Service Associate at Fisher Investments from 2021 to 2022. Outside of his professional career, Sheik has interests in fitness, hiking, outdoor adventures, theater, traveling, and yoga.

Patrick Hale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at several firms including Columbia Bank and Cetera Investment Services. In addition to his advisory role, he is an associate at Columbia Wealth Advisors, part of Columbia Holding Company and Umpqua Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports specialized advisory programs including municipal and public finance services.

Evan White is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, both since 2011. Outside of advisory work, he is an independent insurance agent and owner of Finity Group, LLC, which focuses on insurance, benefits, and human resources, and he is involved with Finity Tax as a CPA, enrolled agent, and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Keegan Banks is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fisher Investments and Franklin Templeton Investments. Banks has also spent time as a full-time student and has experience at Oracle Corporation. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

David Moyne is a Private Wealth Advisor with Merrill Private Wealth Management. He has been with Merrill since 1994, when his team was among the first hired to help establish the firm's high net worth client division, formerly known as the Private Banking and Investment Group. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Individual and Corporate Investment Strategy, and Tax Minimization. David has been working in wealth management since 1983, beginning his career after being selected for Morgan Stanley's MBA training program. He holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from UCLA Business School, a Master's Degree from Mount Holyoke College, and a Bachelor's Degree from the University of Massachusetts. In college, David lettered in three varsity sports and continues to have a strong interest in athletics. Outside of his professional life, David is active in his community and has served on several nonprofit boards. He is married and has three teenage boys. His personal interests include football, painting, running, scuba diving, skiing, surfing, and spending time with his family. David also plays the saxophone, guitar, and piano professionally.

Richard Wilhelmi is a CFP® professional with over 41 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Portland, OR. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Steven Newman is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop and strengthen their financial plans to work toward financial success by understanding their priorities. Steven has experience in the financial services industry, having worked as an Investment Counselor at Fisher Investments from 2019 to 2022, a Financial Advisor at Merrill Lynch from 2018 to 2019, and a Financial Advisor at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Steven enjoys snowboarding, swimming, tennis, and traveling.

Gregory Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked for 18 years at KMS Financial Services, Inc. Outside of his advisory role, he manages Meyer Wealth Management NW, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.