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.

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.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.

Michele Kaiser is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she manages rental properties in the Portland, OR area. 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, supported by a large nationwide network of financial advisors and branch offices.

Guy Crooks is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at SII Investments, Inc. from 2016 to 2018 before joining LPL Financial, where he has been since 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Gregory Timmons is a financial advisor at Edward Jones in Canby, OR, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management.

Jason Newnham is a financial advisor with Raymond James Financial in West Linn, Oregon, holding Series 63 and Series 65 designations and over 22 years of industry experience. His career includes roles at Eaton Vance and Columbia Threadneedle, as well as a recent ownership of Perspectives Wealth LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning, supports municipal and public-finance work, and provides specialized advisory programs.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

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.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Eddie Arroyo Pascual is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience in several positions within Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, and Relationship Manager in 2022. His financial career also includes experience as a Relationship Banker at Wells Fargo from 2019 to 2022 and as a Commercial Banking Intern at US Bank from 2018 to 2019. Eddie focuses on helping clients in the local community define and achieve their unique financial goals. Utilizing the extensive resources of Fidelity, he works to develop tailored plans that align with each client's definition of success. Outside of his professional responsibilities, Eddie has interests in fitness and soccer.

Kristi Van Vleck is a financial advisor with Ameriprise in Aurora, OR, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she serves as CEO of KVV Golden Rule Enterprises LLC, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Quinn Kelso is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kelso worked at Starbucks Coffee Company for six years and Subway for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Douglas Sippel is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Tualatin, Oregon. Outside of his advisory role, he serves as president and coach for Leadership Transitions, LLC, a leadership coaching business. 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, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Laura Dix is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party resources.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. 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 under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.