Michele Kaiser is a Series 66 licensed financial advisor with Edward Jones in Tualatin, OR, and has 20 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branches.

Guy Crooks is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with LPL Financial for a total of 19 years, with a two-year period at SII Investments, Inc. outside of LPL. 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 large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor-facing technologies, while also providing a broad array of financial products and platforms.

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.

Sara Tanner is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation along with Series 63 and 66 licenses. She has 33 years of industry experience, including 26 years at Foresters Financial and two years at Foresters Advisory Services before joining LPL Financial in 2019. Tanner is also involved with Firenze Wealth Management and Firenze Insurance Solutions, operating as an agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Shawn Downey is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Downey serves on the board of the St. Clare School Endowment Committee and volunteers as a track and cross-country coach and council member for the Catholic Youth Organization (CYO). Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and income source analysis. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

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 at Fidelity with two years of industry experience. Prior to joining Fidelity, Quinn worked for six years at Starbucks Coffee Company and three years at Subway. Quinn holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds unique roles such as registration with the CFTC and advisory responsibilities for multiple registered investment companies.

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.

Aimee Keeney is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Equitable, and Axa Advisors. Outside of her advisory role, she has experience in the food retail industry, having worked at Great Harvest Bread Company for six years. 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 provides a range of advisory and brokerage services, utilizing a broad investment platform that includes model portfolios, third-party asset management, and customized strategies.

Douglas Sippel is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL in 2006, he worked at Ridgeback Capital Management from 2004 to 2006. Outside of advisory work, he serves as president and coach at Leadership Transitions, LLC, a leadership coaching business. 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 institutions. The firm offers a wide range of financial planning and investment programs supported by technology tools and oversees substantial assets with a large network of advisors.

John Miller is a financial advisor at Edward Jones in Portland, OR, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of his advisory role, he owns farmland rental property in Waterloo, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Laura Dix is a financial advisor with LPL Financial in Woodburn, Oregon, 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 business unrelated to investments. 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, incorporating model portfolios, third-party asset management, and institutional platforms.

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.