Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Frederick Magenheimer is a financial advisor with LPL Financial in Canby, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in agricultural activities, including raising cattle, sheep, and hay, as well as selling locker meat and hay, and he also provides notary public services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Michael Zahler is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation, along with Series 63 and Series 65 licenses. Zahler has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic and AI-driven research techniques.

Matthew O'Brien is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, IBEX Roof, Verizon, and several other companies in diverse industries. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachael Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at Jay Puppo Insurance and Financial Services and Cascade Fruit Marketing, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options through a large nationwide network of financial advisors and branch offices.

Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Gene Foley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 45 years of industry experience. His prior experience includes roles 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 self-development and fitness. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with a variety of discretionary and non-discretionary management options.

Russell Murfitt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of advising, he owns a photography business based in Sherwood, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, Wheeler serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Irini Housiadas is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. She worked for Crown Capital Securities, LP for 10 years prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kasey Closs is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the CFP® and ChFC® designations and previously worked at MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Advisors. In addition to her advisory role, she is employed part-time at Westview High School in Portland, Oregon, in a sport and fitness capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides model-based solutions and proprietary strategies while maintaining multiple custody and platform options tailored to client objectives.

Kurt Kallien is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with individuals and families to develop comprehensive financial plans tailored to their unique goals and challenges. His approach involves active and ongoing engagement to build a deep understanding of each client's financial objectives. Kurt has extensive experience in the financial industry, having held various positions including Financial Consultant and Relationship Manager at Fidelity Investments, Branch Manager at Scottrade, and roles as Senior Trader and Broker at Bidwell & Company. He holds a California Insurance License. Outside of his professional work, Kurt has interests in baseball, football, music, scuba diving, and soccer.

Linda Ly is a Planning Consultant with experience as a Financial Advisor at Edward Jones from 2023 to 2024. She holds a California Insurance License and brings a unique perspective to financial planning, influenced by her background in emergency medical services and business development at Google. Linda's approach to financial planning is comprehensive and values-based, emphasizing authenticity and alignment in values to build lasting relationships. Her professional experience combines elements of client service and business development, providing a broad foundation for her current role. Outside of her professional work, Linda has interests that include gardening, kayaking, motorcycles, snowboarding, traveling, and volunteering.

Andrew Norris is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2020 and previously spent five years with Ameriprise Financial. Outside of his advisory role, he operates Andy Norris, LLC, a separate business entity used for tax and investment purposes. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Ross Martin is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Tri Counties Bank and various educational and community organizations. His work history also includes a position at Father’s House Church. Equitable Advisors serves a broad client base including individual investors, pension plans, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers to tailor solutions for clients.

David Gore is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2003. Gore holds Series 63 and Series 65 credentials and operates under the DBAs Gore Financial and Constellation Financial in Lake Oswego, Oregon. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research.