Henry Murphy is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2015, with a two-year tenure at City National Bank from 2021 to 2023. Outside of his advisory role, he rents his primary residence to sellers of the home for short-term stays. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers and offers a range of advisory programs with various portfolio management options.

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them understand and achieve success in their financial lives. He leads the Floberg Fisher Group, a wealth management team that provides customized guidance and in-depth strategy. The team emphasizes a planning-based approach, focusing on understanding each client's unique goals and financial circumstances to create actionable plans that guide clients toward their distinctive visions. Matthew has received multiple recognitions from Forbes, including being named one of the Best-in-State Wealth Advisors for several consecutive years and acknowledged as one of the Best-in-State Wealth Management Teams in 2026. His role involves overseeing strategy and execution in areas such as portfolio management, retirement income planning, legacy planning, philanthropic planning, tax minimization, and liquidity management. He and his team strive to provide integrity and reliability in service, seeking to offer clients both direction and reassurance. A graduate of the University of Oregon with a bachelor's degree, Matthew holds several professional designations, including the Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his community through organizations such as Friends of the Children, Jesuit High School, and St. John Fisher School.

Kristopher Sleeman is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for over eight years. Outside of his advisory role, he is an officer and president of Beyond Wealth Management, Inc., a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive research and a broad affiliate network.

Jeffrey Inglis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial plans that align with each client's unique ambitions and priorities. His approach centers on connecting clients to the appropriate people, plans, and processes to pursue their personal goals. Jeffrey helps clients with various financial objectives, including planning and funding education, retirement lifestyle planning, managing potential health care costs, and developing long-term family strategies. He emphasizes simplicity and transparency in the investing process to make wealth planning approachable and effective. He holds a Bachelor's Degree from the University of Oregon and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jeffrey enjoys adventure sports, baseball, basketball, football, golfing, music, scuba diving, spending time with his family, traveling, and woodworking.

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Roxanne Waterman is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, a humanitarian organization focused on helping women and girls. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Tiffany Helleson is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 25 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment committee resources.

David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.

Nolan Meeuwsen is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in Lake Oswego, OR. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Eric Peterson is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Edelman Financial Engines in Portland, OR. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates various discretionary and non-discretionary investment programs.

Dana Mathews is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Meta Platforms and R/GA Media Group, as well as nearly a decade at FILTER, LLC. Outside of her advisory duties, she is a co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is known for its extensive network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions with fiduciary standards.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a Series 66 licensed financial advisor with Raymond James Financial, based in Lake Oswego, OR. He has 13 years of industry experience, including a decade at D.A. Davidson & Co. before joining Raymond James in 2022. Anderson is a 40% owner and partner of Anderson Wealth Management Group, the DBA under which he operates his branch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive client interviews and risk profiling, offering various implementation options while often maintaining an advisory role rather than discretionary management.

Rebecca Horn is a CFP® professional with 26 years of industry experience and has been with LPL Financial since 2006. She also teaches classes on investing and personal finance through Clackamas Community Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Malissa Reints is a Series 66-licensed financial advisor at Edward Jones in Newberg, Oregon, with 12 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is temporarily renting a room in her home to a colleague. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Hooper is a financial advisor at Morgan Stanley in Lake Oswego, OR, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at BMO Family Office from 2016 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Kelly Davis is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to her financial career, she worked at LA Fitness for four years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.