Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Gladys Allam is a financial advisor with Thrivent Investment Management in Newberg, Oregon, holding Series 63, 65, and 66 credentials and 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2026, with prior experience at State Farm and periods outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics without managing client accounts directly.

Calvin Roberts is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 credentials. He has seven years of industry experience and previously worked at Steward Partners and Northwestern Mutual Investment Services. Outside of financial advising, he is the CEO and co-founder of Flag'em Games LLC, a company that produces drinking and board games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services including divorce and estate-settlement planning.

Shalisa Beck is a CFP® professional based in Lake Oswego, OR, with 34 years of industry experience. She currently works with Charles Schwab, having held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank since 2021. Prior to Schwab, she was with Waddell & Reed, Inc. and Country Capital Management Company. Outside of her advisory work, Beck is a competitive bodybuilder aiming to compete at the national level and occasionally provides training to women through her business, Becoming Her, LLC. 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 both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Sherry Lacey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Advisors Inc. since 2017. In addition to her advisory role, she owns Sherry Lacey CPA, LLC, a tax preparation business, and serves as Treasurer on the Board of Directors for the Pleasant Harbor Yacht Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver personalized, algorithm-supported retirement income plans.

Ian Rice is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a CrossFit gym in Tualatin, Oregon. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across various custodial platforms.

Beau Gunderson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of experience in the financial industry, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory work, he serves as the head coach for the freshman boys basketball and baseball teams at Clackamas High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by technology tools, with implementation of recommendations arranged separately.

Eric Evans is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. His career includes roles at Cetera Advisors LLC, Cascadia Wealth Management, and Altech Financial Services. Outside of advisory work, he serves as a bishop for his local congregation, overseeing records and finances. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Tyler Harmon is a financial advisor with Wells Fargo Clearing in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kieric Wilcox is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked at Coffee Cottage and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to support non-discretionary recommendations for clients approaching or in retirement.

Constantin Capellas II is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Penn Mutual, and Hornor, Townsend & Kent. He is also involved in the sale of life, health, disability, and long-term care insurance through Pacific Capital Resource Group, Inc. and Columbia Group Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction, providing both discretionary and non-discretionary account management.

Clinton Coleman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. 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 portfolios, third-party asset management, and institutional platforms.

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. 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 broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Kale Chalmers is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Based in Tigard, OR, he has been with Ameriprise in its current capacity since 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Scott Gettel is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has been with Baird since 2017 and previously worked at RBC Capital Markets Corporation for nine years. He holds a Series 66 designation and is based in Lake Oswego, Oregon. Scott is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including private funds and real-asset exposures.

Hope Boyce is a financial advisor at Raymond James Financial with 38 years of industry experience. She previously worked at D.A. Davidson & Co. for 23 years before joining Raymond James in 2024. She holds Series 63 and Series 66 designations. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network along with specialized municipal and public finance services.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and has a background at the Packaging Corporation of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Richard Hogue is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank since 2018, alongside his tenure at RBC Capital Markets beginning in 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.