Jonathan Whipple is a financial advisor at Raymond James Financial Services Advisors, Inc. with ten years of industry experience. He previously worked at Morgan Stanley and Columbia Bank. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Curtis Shirey is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles with Waddell & Reed and his own communication coaching business. He has been involved in community service through the Rotary Club of Portland. 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 solutions, combining large-scale advisory services with diverse non-advisory financial products.

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2004. Byrd also operates a DBA business under Byrd Financial Group related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. 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 through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Benjamin Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2023, he worked at D.A. Davidson & Co. for eight years and spent six years with Morgan Stanley in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Marcia Wolly is a financial advisor with Raymond James Financial and holds a Series 65 credential. She has 22 years of industry experience and concurrently serves as president and sole owner of Primary Research Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, offering a range of advisory programs and supporting municipal and public-finance work through its affiliation with a municipal advisor.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Kyle Cox is a financial advisor with OSAIC in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory role, he is involved in insurance brokerage, specializing in life, health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions and platform transitions.

Aaron Daugherty is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Entertainment Properties Inc. Outside of finance, he manages a tiki bar and karaoke lounge called The Alibi and serves as an intelligence analyst with the Oregon Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Sriram Hariharan is a financial advisor at Edward Jones in Beaverton, OR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Nike Inc and Flexe Inc, as well as operating his own business, Kids-Tyme LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Kristi Hilgaertner is a financial advisor with Edward Jones, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2013. 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 with a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heather Parson is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she operates an Airbnb rental from her home. 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, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Cindy Iseli is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Tonya Nichols is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Robert W. Baird, Merrill, and Banc of America Investment Services. Outside of her advisory role, she serves on the Board of Directors for the Oregon Humane Society, where she participates in fundraising activities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment management with features such as tax management and responsible-investing options.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon. He holds the ChFC® designation and Series 63 license and has 35 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. for one year. He also operates under the DBAs Byrd Financial Group and Oak Tree Financial in Portland, 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Travis Barsotti is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the Barsotti Tanquary Group and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Travis began his career at Merrill Lynch in 1999 and served as the Resident Director of the Lake Oswego office from 2008 to 2016. He works with individuals, families, and businesses to develop tailored financial plans based on a disciplined, process-driven approach that emphasizes clear understanding of client goals. His expertise includes retirement income planning, growth and accumulation strategies, college education planning, tax minimization, legacy planning, philanthropic planning, and portfolio management. Travis combines wealth planning, asset management, and a service-oriented approach to help clients achieve their personal financial objectives. He focuses on building lasting, multi-generational relationships and supports continuous education within the field of wealth management. Travis and his team were named to the 2023 Forbes “Best-in-State Wealth Management Teams” list. Travis earned a bachelor's degree in Finance from Oregon State University. Originally from Oregon, he resides in the Portland area with his wife and two daughters. Outside of work, he enjoys coaching youth sports, golfing, biking, boating, fishing, skiing, listening to music, traveling, and spending time with his family.

Matthew Majewski is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, previously working at AIG Capital Services Inc. and American General Life from 2013 to 2019. Outside of his advisory work, he owns a rental property managed by a property management company. 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 solutions, supported by a nationwide network of over 23,700 financial advisors.