Nicholas White is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones in Hillsboro, OR. He has been with Edward Jones since 2017 and has prior experience at Graceland University. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jonathan Newport is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera since 2025 and previously spent six years at Avantax Investment Services and six years at 1st Global Capital Corp. Newport is also a partner and shareholder at Jones & Roth, P.C., where he provides CPA and business advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Brett Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, OR, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015 and also serves as a life insurance agent, providing ongoing service to clients with existing contracts and potential new sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a non-discretionary, goal-oriented approach and supports its advisors with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jamie Zolezzi is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Cetera. Prior to joining Cetera in 2025, Zolezzi worked at Avantax Investment Services and Avantax Advisory Services, as well as 1st Global Advisors Inc. In addition to financial advising, Zolezzi is a certified public accountant and serves as a referring advisor at Jones & Roth, Pc, where they have been employed since 2004. 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 options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Richard Schaefer is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1989 and has been associated with Endries International Inc since 2004. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Benjamin Waibel is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at Osaic since 2023 and previously spent 13 years at SagePoint Financial. Outside of his advisory work, he is the owner of Forest Hills Wealth, LLC, an entity established for office expenses and payroll. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sang Yoo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing nine years of industry experience. He has worked at Equitable Advisors since 2016 and is also involved with YMJ Group LLC since 2015. Outside of his advisory roles, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton, Oregon areas. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models often implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and KMS Financial Services. His advisory work focuses on managing mutual fund investments for pre-retired and retired clients, with regular portfolio assessments and performance evaluations. OSAIC serves a diverse clientele comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and tools, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Stephen Poole is a financial advisor at Raymond James Financial Services Advisors, Inc. in Hillsboro, Oregon, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at multiple firms including Cetera Investment Services and Columbia Wealth Advisors. Poole is also involved with First Tech Federal Credit Union in an investment-related capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Sharon Olmstead is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as Treasurer for the Rotary Club of Forest Grove, handling financial reporting and coordination. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed solutions, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Emma Ware is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at Heritage Wealth Strategies, Heritage Bank, Softball University, Home Depot, Pacific Lutheran University, and Glencoe High School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Richard Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James and associated entities since 2013. In addition to his advisory role, he provides financial advice through Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Hill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Andrew Eggert is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at CUSO Financial Services, J.P. Morgan Securities, and Bank of the West. Outside of his advisory duties, he serves as Vice President on the charitable board of the Oregon Children's Theatre Company and is owner of two private businesses focused on property management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to support diversified portfolio construction and offers both brokerage and advisory solutions.

Seth Krussman is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. He previously worked at SagePoint Financial, Inc. for eight years and has been self-employed since 2013. Outside of his advisory role, he serves as president of Swift Creek Dock LLC, a nonprofit entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services with access to multiple investment platforms, including third-party money managers and unified managed accounts.

Erica Heider is a financial advisor at Edward Jones with over 23 years of experience at the firm. She holds a Series 66 designation and is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of advisors and branch offices across the United States.

Grant Anthony is a financial advisor with LPL Financial based in Hillsboro, OR. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Chicago Capital Funds and held various roles outside the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Laura Holcombe is a financial advisor with OSAIC Wealth, Inc., holding CFP® and Series 66 designations and bringing 23 years of industry experience. She has worked at Resource Investment Advisory and Resource Insurance Services since 2002, and has been with OSAIC Wealth since 2023. Holcombe also teaches financial management courses at Portland Community College. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment vehicles.