Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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, accommodating various program structures and investment strategies.

Kodi Hermann is a financial advisor at LPL Financial with 27 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked at Ameriprise and Oregon Pioneer FCU, with a combined 13 years at LPL Financial. Hermann also serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment management approach.

Andrew Van Laningham is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at SigFig Wealth Management, Buckingham Strategic Wealth, Government Portfolio Advisors, and Morley Capital Management. He is also licensed as an Oregon Life and Health Insurance Producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of asset classes managed on either a discretionary or non-discretionary basis.

Matthew Asay is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. 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 with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Jimmy Wang is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at La Francaise Forum Securities for four years. Outside of his advisory role, he operates Jimmy Runs Money LLC and also works as a driver for Uber. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment models and offers ERISA fiduciary services to qualified plans.

Brandon Tran is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and experience in education at the University of Portland and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Madeline Rosser is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, she held positions at the World Forestry Center and Metro Regional Government, among others. Rosser is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and oversight.

Benjamin Recek is a financial advisor with Edward Jones in Forest Grove, OR, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he has conducted online sales through eBay and PayPal. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors. The firm offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary funds, operating under a fiduciary standard.

Martin Weber is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Laura Stanulis is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Investments LLC since 2022. Prior to joining Fidelity, she held positions at Champion Manufacturing, Inc., Winberry Farms, and Pacific Office Automation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Natalie Berning is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. She is also associated with OnPoint Investment Services, where she offers non-deposit investment products to members of OnPoint Community Credit Union. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and has specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns KJ Kalin, Inc., which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, point-in-time retirement income recommendations through a centralized consulting team.

Kenneth Hoiland is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of his advisory role, he serves as a board member of the Mount Hood Forest Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.

Mark Haun is a financial advisor with Morgan Stanley in Portland, Oregon, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for an oil and gas company and is involved in several business ventures, including software development and health products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of advisory programs, utilizing firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates.

Anelia Kaloferova is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 10 years and currently serves as a Client Service Manager at Anderson Wealth Management Group. 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 investors. The firm uses tailored, non-discretionary planning and analytical tools to align strategies with client goals and supports these through various advisory programs and institutional consulting services.

Michael Anderson is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Cetera in Portland, OR. He previously worked for Commonwealth Financial Network for 22 years before joining Cetera and Vesta Fortuna Financial Partners. Outside of advisory services, he is involved in fixed insurance sales as an agent. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with various program structures and affiliated partnerships.

Michael Ramey is a financial advisor at LPL Financial in Portland, OR, holding a Series 66 designation with 15 years of industry experience. His prior roles include work at Jacob Mills, Bridgetown Wealth Management, Cole Mills, Friends of the Community Support, and Waddell & Reed, Inc. He has been involved in community organizations such as Portland Connect and Friends of the Community Support. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Rex Ritter is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992, he has held leadership roles including serving as the complex sales manager from 2000 through 2008. Drawing on his background growing up in a family of entrepreneurs, Rex provides financial guidance to business owners through all stages of their companies, focusing on integrating various aspects of clients’ financial lives to help them achieve their personal and financial objectives. Rex holds multiple professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA). He earned bachelor’s degrees in economics and political science from Boston University and a master’s degree from Cornell University. Additionally, he is a graduate of the National School of Commercial Lending at Southern Methodist University’s Cox School of Business. Rex is affiliated with the National Association of Plan Advisors (NAPA). In his community involvement, Rex is a former Chairman of the Board and current Board Member of University of Rochester’s Highland Hospital, as well as Vice Chairman of its Foundation Board. He also serves on the Board of Directors and Executive Committee of the Rochester Area Community Foundation. He resides in Pittsford, NY with Salley Thornton and has two children. Outside of work, Rex participates in outdoor activities including skiing, marathon canoeing, stand-up paddle boarding, and golf.

Scott Warner is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in farming and operates a trucking business. 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 of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.