Kerri Patrick is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at SagePoint Financial for eight years. Her background includes work with term and fixed annuities, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Lindsay Conachy is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. In her current position, Lindsay focuses on providing clients with a comprehensive financial planning experience by actively listening to their needs and collaborating on personalized financial plans. Lindsay emphasizes the importance of financial literacy and aims to make it accessible and engaging for her clients. She supports clients in making actionable decisions to strengthen their financial futures. Outside of her professional work, Lindsay has interests in food, parenthood, Pilates, reading, traveling, and yoga.

Michael Stewart is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at Unitus Credit Union, Triad Advisors, and Triad Hybrid Solutions. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Richard Wargo is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. He is also associated with OnPoint Community Credit Union and OnPoint Investment Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Russell Loeb is a financial advisor with Edward Jones in Oregon City, Oregon. He holds the CFP® designation along with Series 65 and Series 66 licenses and has 26 years of industry experience. Loeb has been with Edward Jones since 2005. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Elliot is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to define meaningful financial goals, assess risks, and develop personalized financial plans. He provides education, guidance, and ongoing support to help clients make informed financial decisions. Prior to his current position, Thomas held various roles including Planning Consultant at Fidelity Investments, Manager of Client Service at Aldrich Wealth, LP, and Senior Manager of Investment Operations at M Holdings Securities, Inc. He has also worked as a Financial Advisor at Pacific Capital Resource Group. Thomas holds a California Insurance License. Outside of his professional responsibilities, Thomas enjoys activities such as board games, camping, cooking and baking, gardening, hiking, and photography.

Christopher Collier is Vice President, Executive Planning Consultant at Fidelity Investments, where he has worked since 2011. In his current role, he collaborates with executives to assess financial planning considerations and develop strategies tailored to their individual circumstances. His work commonly involves discussions on workplace benefits, investment portfolio reviews, cash flow analysis, tax planning, and estate planning considerations. He has over 22 years of experience in the financial services industry, including positions such as Vice President, Wealth Planner at Fidelity Investments, Private Client Advisor at J.P. Morgan Chase Bank, and Regional Marketing Director at AIG. Christopher holds a California Insurance License. Outside of his professional responsibilities, Christopher has interests that include comedy, food, football, golf, parenthood, and traveling.

Gabriela Moran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked exclusively with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Vivian Wilcox is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marilyn Morrissey is a financial advisor with LPL Financial, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and she has operated The Morrissey Group, LLC since 1982. In addition to her advisory role, she is involved in tax preparation and accounting services through The Morrissey Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party providers.

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kristin Erickson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 22 years of industry experience, including nearly two years at LPL Financial and 21 years previously at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, she is an ordained minister performing weddings and funerals in Tualatin, Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.