Logan Blunt is a financial advisor with LPL Financial in Oregon City, OR, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2025, he worked in various roles including contract administration and accounts receivable specialist at Picon Pacheco LLC dba Andres Landscape. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Benjamin James is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 63 designation and 28 years of industry experience. He previously founded and operated The Ben James Corporation from 2000 to 2018. Benjamin is also the author of "The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed." 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, and retirement plan consulting, combining discretionary and non-discretionary management with research and model portfolios.

Daniel Nordstrom is a CFP®-certified financial advisor with LPL Financial, based in Oregon City, OR, and has eight years of industry experience. He previously worked at Elevate Wealth Advisors from 2014 to 2017. He is also a licensed notary. 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 financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gene Foley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 45 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on self-development and fitness. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with a variety of discretionary and non-discretionary management options.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, Wheeler serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.