Brittany Amarillas is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones and Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Robert Hesslink Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Advantage Capital Corporation prior to joining OSAIC in 2023. Outside of his advisory work, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio construction process that employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

David Tatem is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes six years at Citigroup and two years at Garagiste Meadery. 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 plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Gene Foley Jr. is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 designations and 45 years of industry experience. His prior roles include positions 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 success and self-development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various strategies and incorporating technology tools to support client account management.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sagepoint Financial, Inc. for 14 years before joining LPL Financial in 2023. Outside of his advisory work, he serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® and Series 66 designations and possessing 23 years of industry experience. His prior roles include positions at Global Retirement Partners, Principal Financial Services, SCF Investment Advisors, and Waddell & Reed. Outside of his advisory work, he operates an auto hobby business focused on buying, selling, and trading vintage automobile literature and parts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered through a large network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kylee Moore is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has six years of industry experience and previously worked at Clackamas County Bank and Sandy Family Restaurant. Moore is involved with Soroptimist International of Gresham as a club member and board member and is the owner of the When Girls Talk Books podcast. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a range of portfolio management and advisory strategies.

Anthony Bardi is a financial advisor with Cetera in Gresham, OR, holding Series 63 and Series 66 designations and having 38 years of industry experience. He has worked with various firms including Avantax Advisory Services and Avantax Insurance Agency over the past two decades. Additionally, he is president of Tax and Financial Solutions, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple program structures and investment options.

Bryan Everett Anderson is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 credentials. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of advising, he is a distributor for Whisper Creek Log Homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and RBC Capital Markets. He is also associated with OnPoint Community Credit Union, where he provides wealth management, estate, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, 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 supports multiple investment program structures with both discretionary and non-discretionary account management.

Kristiana Harding is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has six years of industry experience. Previously, she worked at Wells Fargo Clearing Services and Wells Fargo Bank, NA. Harding is also an Investment Advisor Associate at OnPoint Community Credit Union and OnPoint Investment Services in Clackamas, Oregon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Shannon Paulsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 10 years and operated Paulsen & Belding LLC for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Bishop is a financial advisor with Edward Jones in Portland, OR, holding the ChFC® designation and Series 63 registration. He has 25 years of industry experience, having been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a wide range of advisory programs with a national network of financial advisors and branch offices.

Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Daniel Sarkissian is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial. Outside of his advisory role, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.