Cristina Ederer is a financial advisor at Robert Baird & Co. with one year of industry experience. She previously worked at First Republic Bank, now part of JPMorgan Chase, for five years and at Chase Bank for 21 years. She holds the Series 66 designation. Cristina is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. Outside of her advisory role, Paula owns Decor by Jorg, a personal crafting and home décor business, and is involved in sales of health and fitness products and programs with Beachbody Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. 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, and operates under a fiduciary standard.

Christopher Rainwater is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked with Metis Wealth Advisory Group. In addition to advising, he supports producing advisors at Metis Wealth Advisory Group in a non-owner associate role. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Alisha Cannon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of the West, BancWest Investment Services, and Landmark Tax and Investment Services. She is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

George Kane Jr. is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved with Big Fish Investments LLC in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Steven Dutton is a financial advisor with LPL Enterprise holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and Pacific West Financial Consultants. Outside of advisory work, he is involved with John Wood Inc, operating Hudson Insurance & Investment Services in Tillamook, OR. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kristin Erickson is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Erickson is also an ordained minister, performing weddings and funerals in Tualatin, 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Steven Walter is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of SMW30 Properties LLC, a real estate investment business based in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and strategies developed by its Global Investment Committee, serving a broad range of clients through tailored financial plans and investment offerings.

Madalyn Vandenbroeder is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Madalyn worked as a Financial Advisor at MassMutual from 2021 to 2022 and gained early experience as an Intern at Pacific Capital Resource Group from 2019 to 2020. Madalyn holds the Certified Financial Planner® designation and is licensed for insurance in California. She focuses on helping clients plan and work towards achieving their financial goals at all stages of life, combining her financial background with a personal approach to financial planning.

Cole O'Donnell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he guides clients through their financial journeys, aiming to develop clear and personalized financial plans tailored to their long-term goals. Prior to this, Cole served as a Financial Representative at Fidelity Investments from 2024 to 2025. His professional experience is focused on financial planning and client support within Fidelity Investments. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Shawn Moyer De Marre is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Patrick Murphy is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Justin Wolfe is a financial advisor with Cetera in Lake Oswego, OR, holding a Series 66 designation and three years of industry experience. He also operates Wolfe Consulting LLC, which provides tax preparation and business consulting services. Additionally, Wolfe serves as co-trustee for a marital trust and runs a referral-based real estate brokerage under Premiere Real Estate Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management solutions, including model portfolios, third-party managers, and bespoke strategies.

Carlos Araguas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns businesses involved in buying and selling watches and fine art in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach incorporates structured planning tools and scenario modeling while offering a broad range of retail and institutional financial products.