Tyler Morano is a financial advisor at Edward Jones in West Linn, Oregon. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to his current role, he spent six years at Oregon State and four years at Granada High School. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She has worked with firms including CRI Securities, Minnesota Life Insurance Company, and Northstar Consultants Inc. In addition to her advisory role, she is co-owner and founder of Her Table Wealth and Wellness, a business focused on financial empowerment and education for women. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored 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.

Daniel Nordstrom is a CFP®-designated financial advisor with LPL Financial, based in Oregon City, OR. He has eight years of industry experience, including three years at Elevate Wealth Advisors prior to joining LPL in 2017. Nordstrom is also commissioned as a notary. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Kalin Rooney is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, he was with Foresters Financial Services and has experience in college admissions and retail. Outside of his advisory work, Rooney serves as an assistant softball coach for the Lakeridge High School softball team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Michael Billings is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Pacific West Financial Consultants Inc. Outside of his advisory role, he is involved in agriculture, raising cattle and sheep, and operates a public notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms.

Michael Zahler is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. Zahler holds Series 63 and Series 65 licenses and is based in Tigard, Oregon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

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.

Scott Mitchell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He holds a Series 66 credential. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 in Oregon City, OR, holding Series 63 and Series 66 designations and 45 years of industry experience. His prior roles include positions 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 success and self-development. 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 management services through a large network of advisors, employing various strategies and incorporating technology tools to support client account management.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Russell Murfitt is a financial advisor with LPL Financial in Woodburn, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a photography business based in Sherwood, OR. 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 investment services, including model portfolios and third-party management, while supporting advisors with operational and research tools.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sagepoint Financial, Inc. for 14 years before joining LPL Financial in 2023. Outside of his advisory work, he serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. 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 services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

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®-certified financial advisor with 20 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2024, she spent 10 years at Crown Capital Securities, LP. In addition to her advisory work, she is involved in real estate as a rental property owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.