Jakob Kelnhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Metis Wealth Advisory Group and Foresters Financial Services prior to his current role. Outside of advising, he manages a short-term vacation rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with additional capabilities in municipal and public finance advisory services.

Tracy Maltby is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Bryce Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is president and owner of Foster & Associates, Inc., a financial services firm, and has experience working with Security Distributors, Inc. and Cetera Advisors LLC. Griffith is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Marci Collis is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 39 years of industry experience, including tenure at Morgan Stanley from 2004 to 2008 before joining UBS in 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market models and research to tailor client portfolios. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Todd Baird is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Financial Advocates Investment Management, Wells Fargo Clearing, and U.S. Bancorp Investments, among others. He is also involved in operating Next Steps Wealth Management, a business entity used for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tyson Hallowell is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Merrill Lynch Pierce Fenner & Smith Inc and Raymond James Financial Services. Outside of his advisory role, he works as a basketball coach and trainer in the Portland area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its extensive retail advisor network and affiliated financial services.

Hank Clayton is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Phillips & Company. Outside of his advisory work, he has ownership interests in Willamette Cascade Wealth Management, BR Clayton Holdings, and Buckman Construction and Development, which is involved in remodeling and construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk management, and business-owner transition planning.

Jerry Tucker is a financial advisor at OSAIC with 53 years of industry experience. He has held positions at Sagepoint Financial, Inc., LPL Financial, and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship consulting business focused on off-road racing and vehicle accessories. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple investment platforms and third-party services.

Kerri Patrick is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2017. Her prior experience includes roles at Sagepoint Financial, OSAIC Services, Commonwealth Financial Network, and Veravest Investment Advisors. She is also involved in non-investment-related business activities through Kerri Patrick, LLC. 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, supporting its network of over 22,800 investment adviser representatives.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Paulsen & Belding LLC, Waddell & Reed, Inc., and various insurance carriers for W&R Insurance Agencies. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Stephanie Pfister is a financial advisor with Wells Fargo Clearing based in Lake Oswego, OR. She holds Series 63 and Series 66 designations and has 11 years of industry experience, including a decade at JP Morgan Securities and JP Morgan Chase Bank. She joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Maletteri is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Since 2011, he has worked with MassMutual Investors Services and MassMutual Life Insurance Company. He is also engaged in outside insurance sales focusing on individual life insurance. MassMutual Investors Services 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 offers asset management, wrap and money-manager programs, and educational seminars.

Nicholas Hymel is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Corrine Lyman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets from 2005 to 2016. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and a structured planning process that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored agreements.

David Jarman is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has an ownership interest in Standard Finance LLC and is involved with commercial rental property management in Milwaukie, Oregon. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Lindsay Conachy is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. In her current position, Lindsay focuses on providing clients with a comprehensive financial planning experience by actively listening to their needs and collaborating on personalized financial plans. Lindsay emphasizes the importance of financial literacy and aims to make it accessible and engaging for her clients. She supports clients in making actionable decisions to strengthen their financial futures. Outside of her professional work, Lindsay has interests in food, parenthood, Pilates, reading, traveling, and yoga.

Wayne Janicki is a financial advisor at Charles Schwab in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.