William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Kassin Mosbrucker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles with the City of Lake Oswego and various organizations across different sectors. He is also a Notary Public. 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, with an emphasis on both discretionary and non-discretionary account management supported by LPL Research and third-party subadvisors.

Dale Nelson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, Nelson serves as a volunteer firefighter for the Woodburn Fire District and volunteers at the Belle Passi Cemetery Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party money manager programs to construct diversified portfolios tailored to client needs.

Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Brandon Chase is a financial advisor with Edward Jones in Canby, Oregon, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation rental properties in Pigeon Forge, Tennessee, and Columbia Falls, Montana, which are managed by third-party companies. 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, supported by a large network of financial advisors and branch offices nationwide.

Jack Williams is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Evergreen P&O and Joshua's Pest Control, as well as academic positions at Oregon State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Davis Siliga is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of his advisory role, he is involved with Firenze Wealth Management and serves as a non-variable insurance agent with Good Life IA. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Richard Hall is a Certified Financial Planner (CFP®) with 22 years of industry experience, currently affiliated with UBS Financial Services since 2015. Based in Lake Oswego, OR, Hall has a background that includes association with a community credit union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to customize plans aligned with clients' goals and risk tolerances.

Robert Kennedy is a financial advisor with LPL Financial in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Pride Financial Partners and Woodbury Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Samuel Chamseddine is a financial advisor with Mass Mutual Investors Services based in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked at MassMutual Life Insurance Company and WYTEK Controls Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring its financial planning as annual, collaborative engagements using firm-approved analytical tools.

David Perez is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2010. Outside of his advisory role, he serves as a co-successor trustee on a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services with a variety of portfolio management styles.

Neil Kopplin is a financial advisor with Edward Jones in Newberg, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Park Avenue Securities/Guardian Life Insurance Company and has entrepreneurial experience with Control State Solutions and Vinum Importing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Edward Lebold is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has been with MML Investor Services, LLC since 1991 and with MassMutual Life Insurance Company since 1987. Outside of his advisor role, he is involved in several insurance-related businesses, including ownership and sales positions in Portland Financial Group and Boldly Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs, structuring relationships as annual, collaborative engagements that include detailed client analysis and written recommendations.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.

Cameron Sippel is a Series 66-licensed financial advisor with LPL Financial, based in Tualatin, Oregon. He has been with LPL Financial since 2025 and has prior experience with Titan Financial Associates, Lewis and Clark Bank, Western Alliance Bank, and other firms across various roles. 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, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Emanuel Grad is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Ameriprise Financial Advisors, Phillips & Company, and multiple tenures at LPL Financial. 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 financial planning and investment management services, including access to third-party asset managers and customized strategies, supported by extensive technology tools and a broad platform of financial products.