Henry Jung is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. In addition to his advisory work, he provides income tax return preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services supported by various investment platforms and tools.

Daniel Spanski Dreffin is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2021 and previously served at VOYA Financial Advisors. Outside of his advisory role, he is a board member of the nonprofit Seahorses PDX. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various investment program options.

Guy Crooks is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with LPL Financial for a total of 19 years across two separate periods and also worked at SII Investments, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of investment adviser representatives with various research and operational tools.

Bryce Anderson is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked with Crown Capital Securities, L.P. for over 27 years before joining LPL Financial in 2024. Outside of advising, he is involved in sales and service roles related to insurance and retirement plans and serves as an officer for non-investment business entities including Certified Portfolios, Inc. and Interstate Pension Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs supported by technology and a broad platform of insurance and credit services.

Ernest Bosso is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Prudential Insurance Company of America and Cascadia Wealth Management. Outside of his advisory work, he is the owner and author of 10:16 Publishing, a non-investment-related publishing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party investment managers.

Stephen Wilmot is a CFP® professional with 42 years of industry experience. He has been affiliated with LPL Financial and Seasons Financial Group since 2002. Outside of his advisory work, he serves as a board member for Western Seminary and works as a tour host specializing in trips to Turkey and Israel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic, tactical, and alternative investment approaches.

Rian Patrick is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience at Guild Mortgage, Homebridge Financial, and HomeStreet Bank. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Cuso Financial Services, Wells Fargo Clearing, and Wells Fargo Investments. He serves as a nonprofit board member for the Willamette Valley Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisor-led account management using various investment strategies and provides extensive operational and research tools, alongside a diverse platform of financial products and services.

Lucas Kidwell is a Series 66 licensed financial advisor with Edward Jones in Oregon City, OR, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation along with Series 63 and 65 licenses. He has 16 years of industry experience, including 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. Lishka operates Lishka Financial, a DBA aligned with his LPL business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of investment strategies.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked with Waddell & Reed, Inc. and operated Yakima Craft Brewing Co., a craft brewing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment platforms.

Tracie Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. since 2009. In 2023, she was involved with Country Coffee Central Oregon. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Marc Aigner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for over two decades before joining Cetera in 2025. In addition to his advisory role, he operates a tax preparation and accounting business through Aigner & Co. in Portland, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment managers.

Tremaine Peterson is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Fisher Investments. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Kimberly Cimmiyotti is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at LPL Financial in Clackamas, Oregon. She has been with LPL Financial since 2010. Outside of advisory services, Kimberly is also a notary and operates a business entity for tax and investment purposes under Cimmiyotti Financial. 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 services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customizable strategies.

Ronald Barnette is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently affiliated with LPL Financial in Portland, OR. His prior roles include positions at Pacific NW Federal Credit Union, Cuso Financial Services, Fisher Investments, and U.S. Bancorp Investments, among others. 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.

Matthew Richardson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.