Ellen Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years before joining LPL Financial in 2025. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies, and supports its advisors with advanced research and operational tools.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Neil Zeller is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the congregational president of Ascension Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Mustafa Baghshi is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. In his current role, he supports long-term wealth objectives for Fidelity's sophisticated clientele through personalized wealth planning services. Prior to this, Mustafa served as a Wealth Management Service Specialist at Fidelity Investments from 2023 to 2025. He also has experience as a Financial Advisor at US Bancorp Investments from 2021 to 2023 and briefly worked as a Private Client Advisor at JP Morgan Chase in 2021. Earlier in his career, he was a Wealth Management Associate at US Bancorp Investments from 2017 to 2021. In addition to his professional commitments, Mustafa has personal interests that include cars, comedy, cooking and baking, movies, and snowboarding.

Ryan Nixon is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

Cody Farnes is a financial advisor at Ameriprise in Clackamas, OR, holding the Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2021, he worked in marketing and training roles, including positions at Tried & True Coffee and SHOP Training. Farnes serves on the boards of the Mt. Hood Community College Foundation and A Solid Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s investment approach involves a centralized service team utilizing proprietary research and third-party data, with an investment universe influenced by affiliated product partnerships.

Devon Pilney is a financial professional at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was affiliated with Securian Financial Services and Minnesota Life Insurance for 11 years and has been involved with North Star Consultants since 2012. Outside of his advisory role, he is an agent/broker involved in fixed insurance sales and works as a financial professional for North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Sharon Baggs is a financial advisor with LPL Financial, holding a Series 66 designation and over 12 years with the firm. She is based in Clackamas, Oregon and began her career at LPL Financial in 2014. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.