Robert Kays is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and Kms Financial Services for 27 years. He is also involved with Risk Management Insurance Services, an insurance agency he has been associated with since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Felipe Jasso is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at Ethos Inc., Cole Mills, Bridgetown Wealth Management, and Waddell & Reed Inc. Outside of his advisory work, he is involved in executive coaching through Oregon Executive Coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jason Helbig is a Certified Financial Planner (CFP®) with 21 years of industry experience, all of which he has spent at Ameriprise since 2005. He serves as a trustee of an irrevocable trust involving securities investments where he acts in a fiduciary capacity. He has also provided expert witness statements related to asset allocation, diversification, and retirement income generation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrea Umenhofer is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that consider income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors like Ms. Umenhofer.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Anthony Messano is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and OnPoint Community Credit Union. Outside of finance, he is involved in the music industry as the owner of a music recording and publishing company, serves as treasurer and secretary on the board of MusicOregon, hosts a monthly podcast on local music and culture, and performs live music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal and public finance as well as employer advisory programs.

Jesus Tafolla is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Owen Arn is a financial advisor with LPL Financial based in Oregon City, OR. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he gained experience at Crooks & Company Financial Management and has been involved in activities including work with Oregon Parks Forever and local sports organizations such as Portland Pickles Baseball and PDX Reign Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, along with institutional services and advanced portfolio management options.

Tammy Mafara Jacobs is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Raymond James in 2018, she worked at LPL for eight years. Outside of her advisory role, Jacobs provides financial advisory services as an independent contractor for Creative Wealth Management, LLC, and serves in a backup capacity for a family-owned auto business. 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 utilizes tailored, non-discretionary consulting with analytical tools to support client goals and maintains unique municipal advisory affiliations along with specialized retirement plan consulting programs.

Jacob Easterly is a CFP®-certified financial advisor with Ameriprise in Oregon City, OR, bringing 18 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Easterly also owns and manages Easterly & Associates LLC, an independent advisory business. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations tailored to clients’ needs, emphasizing assets held in Ameriprise-managed accounts.

Steven Burch Jr. is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services for nine years. Outside of advisory work, he owns a support company, ViewPointe Wealth, LLC, which manages income and expenses related to his wealth management activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Ellsworth is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he operates a fixed insurance business selling life, health, disability, and long-term care insurance. Cetera is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

David Merritt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Evan Timperley is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Columbia Credit Union. Outside of his advisory work, he coaches sports and fitness for the Battle Ground School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and institutional services supported by research and technology-driven investment approaches.

Keith Johnson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gresham, OR, he holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Allen is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fisher Investments continuously since 2014. Outside of his advisory role, he serves as board president for a homeowners association in Vancouver, WA. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach led by an Investment Policy Committee, utilizing quantitative and qualitative methods to construct diversified portfolios and manage risk.

Sarah Fowler is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2020, she worked at the Cabinet Office of the British Government, The London School of Economics, and Scholastic, Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and manages risk using tax-aware processes and various defensive tactics.

Dustin Marlett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and DuPont Wealth Advisors. Marlett serves on the advisory board of a nonprofit school, assisting with estate planning and gifting strategies for alumni. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs across a large network.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.