Aaron Hessel is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He is also the owner and attorney of the Law Offices of Aaron M. Hessel LLC, specializing in estate planning. His prior experience includes roles at Lion Street Financial, Woodbury Financial Services, and operating his own wealth management firm, Hessel Wealth Management, LLC dba Pete's Mountain Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.

Scott Winter is a financial advisor with LPL Financial in Dundee, OR, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions including model portfolios and third-party asset management access.

Emmanuel Balandi is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held multiple roles within Fidelity, including Investment Consultant, Planning Consultant, and Financial Representative, demonstrating a progressive career within the financial services industry. Prior to joining Fidelity, Emmanuel worked as an Investments Operation Specialist at M Financial, an Annuity Counselor at Fisher Investment, and a Wealth Advisor Associate at Morgan Stanley. With over a decade of experience in financial services, Emmanuel specializes in simplifying financial planning and navigating complex financial situations through clear communication and transparency. His approach emphasizes establishing genuine connections with clients and tailoring financial strategies to their unique goals. Outside of his professional work, Emmanuel enjoys fishing, exploring culinary experiences, outdoor adventures, reading, playing tennis, and traveling.

Kevin Fredrickson is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Waddell & Reed Inc and six years with Raymond James Financial Services Advisors, Inc. He is also involved as a Branch Associate with PDX Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client decision-making, with unique municipal advisory capabilities and specialized SIMPLE IRA consulting services.

Mackenzie Martin is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. She has worked at Cetera since 2023 and previously spent 13 years with an independent financial group. Outside of her advisory role, she serves as secretary of the Rose City Polo Club and is a part-time educational instructor at the Oregon State College of Veterinary Medicine. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Rebecca Vanhorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she is involved with ASH Brokerage, which offers non-variable insurance products including life, disability, long-term care, and fixed annuities. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as model portfolios and third-party subadvisors.

Erick Ibarra is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a volunteer board member on the Planned Giving Advisory Council for Oregon Public Broadcasting, helping to plan educational seminars for estate planning and financial professionals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by extensive research and due diligence.

Derek Pease is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Standard Insurance and M Financial Group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to align with client goals and risk tolerances.

Angela Davis is a Series 66 licensed financial advisor with Edward Jones in Tualatin, Oregon, bringing 10 years of industry experience. Prior to joining Edward Jones, she worked at Heritage Bank for 10 years. She also serves as a logistics officer in the Oregon Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Benjamin James is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously operated The Ben James Corporation for 18 years and has been with LPL Financial since 1998. Benjamin is also the author of *The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Osborne is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad planning menu and integrated advisory services combined with other financial product offerings.

Jakob Kelnhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Metis Wealth Advisory Group and Foresters Financial Services prior to his current role. Outside of advising, he manages a short-term vacation rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with additional capabilities in municipal and public finance advisory services.

Tracy Maltby is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Bryce Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is president and owner of Foster & Associates, Inc., a financial services firm, and has experience working with Security Distributors, Inc. and Cetera Advisors LLC. Griffith is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Tyson Hallowell is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Merrill Lynch Pierce Fenner & Smith Inc and Raymond James Financial Services. Outside of his advisory role, he works as a basketball coach and trainer in the Portland 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 advisory programs and is notable for its extensive retail advisor network and affiliated financial services.

Hank Clayton is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over a decade. Outside of his advisory work, he has ownership interests in wealth management and construction businesses in Oregon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels.

Kerri Patrick is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2017. Her prior experience includes roles at Sagepoint Financial, OSAIC Services, Commonwealth Financial Network, and Veravest Investment Advisors. She is also involved in non-investment-related business activities through Kerri Patrick, LLC. 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 portfolio programs, and institutional platforms, supporting its network of over 22,800 investment adviser representatives.