Daniel Kalmikov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' goals and current financial plans to identify opportunities for improvement through risk management, income generation, and tax-efficient investing. Prior to joining Fidelity, Daniel gained experience as an Associate Financial Advisor at Ameriprise Financial from 2019 to 2023. He also completed an internship as a Financial Professional at Empirical Wealth Management between 2018 and 2019. He holds a California Insurance License. Outside of his professional work, Daniel has interests in board games, golf, and table tennis.

Matthew Moshofsky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers LLP from 2014 to 2017. Since 2017, he has been with Morgan Stanley, including the Morgan Stanley Private Bank, National Association, since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

George Blanchard is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2011 across multiple related entities. Outside of his advisory role, he is involved with Studio Seven60, supporting creators and artists, and assists with NFT designs through Studio 760. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Elizabeth Barry is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at Willamette Financial Advisors, LLC, Oregon State University, Volco Consulting, and McGee Wealth Management. Barry is also the founder of Timeless Wealth Management, LLC, an additional advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Daniel Willey is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Fisher Investments and Northwestern Mutual. Willey also serves as a private wealth manager at Anderson, Foe, Kent, Madsen & Associates LLC dba Pillar Financial Group and works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm with a national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Robin Jacobson is a financial advisor with Edward Jones in Oregon City, OR, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Jacobson is involved in film production, sourcing and producing local pilots and short films through Rising Films Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Tennant is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The group customizes strategies based on client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Cade Butterworth is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience with Legacy Financial, Towne Park, and Jim Kuhlman State Farm. Outside of his advisory role, Butterworth serves as an infantryman in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Garrett Daves is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cash App Investing, Square, Peoples Bank, and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a registered commodity pool operator, advisor to multiple registered investment companies, and for its use of AI and algorithmic methods in portfolio management.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.

Alicia Williams is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has previously worked with Cornerstone Tax and Financial Planning. Alongside her advisory role, she is also a licensed real estate broker with over a decade of experience in the real estate industry. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple investment program options and third-party managers.

Matthew Spriggs is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has worked as an independent contractor for Premiere Property Group, occasionally assisting past clients with realtor referrals. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jacob Herr is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles, including at Lile Relocation Services and Forbes Plumbing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Matthew Witten is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has previously worked at firms including MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory role, he offers life, disability, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Morgan Welch is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to Fidelity, Welch held roles in education and healthcare, including positions with the Salem Keizer School District and Salem Clinic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.