Susan Perry is a financial advisor with LPL Financial in Tigard, Oregon. She holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining LPL Financial in 2019, she spent 34 years at Foresters Financial and 7 years at Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.

Carrie Scott is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. She is also a 50% owner of Scott Wealth Management, a business related to her Cetera work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment approaches.

Kathryn Lichty is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Resource Financial Planning, Inc., where she serves as president. Outside of her advisory role, she is president of Resource Insurance Services, Inc., advising clients on life insurance and annuity products. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment platforms and third-party money managers.

Henry Murphy is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2015, with a two-year tenure at City National Bank from 2021 to 2023. Outside of his advisory role, he rents his primary residence to sellers of the home for short-term stays. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers and offers a range of advisory programs with various portfolio management options.

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them understand and achieve success in their financial lives. He leads the Floberg Fisher Group, a wealth management team that provides customized guidance and in-depth strategy. The team emphasizes a planning-based approach, focusing on understanding each client's unique goals and financial circumstances to create actionable plans that guide clients toward their distinctive visions. Matthew has received multiple recognitions from Forbes, including being named one of the Best-in-State Wealth Advisors for several consecutive years and acknowledged as one of the Best-in-State Wealth Management Teams in 2026. His role involves overseeing strategy and execution in areas such as portfolio management, retirement income planning, legacy planning, philanthropic planning, tax minimization, and liquidity management. He and his team strive to provide integrity and reliability in service, seeking to offer clients both direction and reassurance. A graduate of the University of Oregon with a bachelor's degree, Matthew holds several professional designations, including the Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his community through organizations such as Friends of the Children, Jesuit High School, and St. John Fisher School.

Kristopher Sleeman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Waddell & Reed, Inc. for approximately 11 years. Outside of his advisory role, he is listed as an agent for his wife's business, Element Design & Strategy, though he does not have operational responsibilities there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs including municipal and public-finance advisory services.

Jeffrey Inglis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial plans that align with each client's unique ambitions and priorities. His approach centers on connecting clients to the appropriate people, plans, and processes to pursue their personal goals. Jeffrey helps clients with various financial objectives, including planning and funding education, retirement lifestyle planning, managing potential health care costs, and developing long-term family strategies. He emphasizes simplicity and transparency in the investing process to make wealth planning approachable and effective. He holds a Bachelor's Degree from the University of Oregon and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jeffrey enjoys adventure sports, baseball, basketball, football, golfing, music, scuba diving, spending time with his family, traveling, and woodworking.

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities. Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering. Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.

Tiffany Helleson is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 25 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment committee resources.

David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Chris Bouma is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to co-create financial plans and simplify their financial situations, enabling clients to make informed decisions aligned with their goals. Chris has been with Fidelity Investments since 2021. Prior to joining Fidelity, Chris worked as a Financial Advisor at AIG Life & Retirement during two periods, from 2009 to 2013 and again from 2019 to 2021. His experience in financial consulting encompasses planning and advising clients on retirement and life insurance products. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.

Eric Peterson is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Edelman Financial Engines in Portland, OR. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates various discretionary and non-discretionary investment programs.

Dana Mathews is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Meta Platforms and R/GA Media Group, as well as nearly a decade at FILTER, LLC. Outside of her advisory duties, she is a co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is known for its extensive network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions with fiduciary standards.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.