Angela Davis is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2016 and serves as a logistics officer in the Oregon Army National Guard. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning options through a multi-manager platform.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew Simon is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Forest Grove, OR. Edward Jones is a full-service 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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.

Darren Williams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 23 years and Quick & Reilly, Inc. for one year. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through Investment Adviser Representatives, utilizing a combination of firm-offered programs and third-party asset managers.

Heath Cornick is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he teaches community education classes on finance, retirement, and investing at Portland Community College. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.

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.

Gladys Allam is a financial advisor with Thrivent Investment Management in Newberg, Oregon, holding Series 63, 65, and 66 credentials and 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2026, with prior experience at State Farm and periods outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics without managing client accounts directly.

Eric Evans is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. His career includes roles at Cetera Advisors LLC, Cascadia Wealth Management, and Altech Financial Services. Outside of advisory work, he serves as a bishop for his local congregation, overseeing records and finances. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

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.