Michael Zahler is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation, along with Series 63 and Series 65 licenses. Zahler has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 algorithmic portfolio construction across a broad investable universe. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic and AI-driven research techniques.

Matthew O'Brien is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, IBEX Roof, Verizon, and several other companies in diverse industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachael Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at Jay Puppo Insurance and Financial Services and Cascade Fruit Marketing, Inc. 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 and investment options through a large nationwide network of financial advisors and branch offices.

Jeffry Wolfe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Raymond James since 2013 and is also the owner of Headway Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mitchell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He holds a Series 66 credential. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Jeffrey Elorriaga is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee estimates to support its financial planning process.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Gene Foley Jr. is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 designations and 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on success and self-development. 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 financial planning and investment management services through a large network of advisors, employing various strategies and incorporating technology tools to support client account management.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Russell Murfitt is a financial advisor with LPL Financial in Woodburn, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a photography business based in Sherwood, OR. 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 financial planning and investment services, including model portfolios and third-party management, while supporting advisors with operational and research tools.

Penelope Doty is a Series 66-credentialed financial advisor with Merrill, based in Lake Oswego, OR, and has 12 years of experience at Merrill. She has a total of 8 years in the industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sagepoint Financial, Inc. for 14 years before joining LPL Financial in 2023. Outside of his advisory work, he serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. 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 services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Gilkey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Prior to joining Raymond James in 2022, she spent 17 years with D.A. Davidson & Co. In addition to her advisory work, she serves as a Client Service Manager at Anderson Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and emphasizes municipal and public-finance expertise uncommon among large institutional firms.

Robert Caldwell is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Price Financial Group and Wealth Management, Inc. Caldwell also engages in insurance and annuity sales through Asset Preservation Wealth and Tax in Lake Oswego, Oregon. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative approach to deliver written recommendations tailored to client goals.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Irini Housiadas is a CFP®-certified financial advisor with 20 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2024, she spent 10 years at Crown Capital Securities, LP. In addition to her advisory work, she is involved in real estate as a rental property owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.