Douglas Souvenir is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Raymond James since 2016. Souvenir is a co-managing partner of two LLCs, Kruse Woods Financial Partners and Project Discovery. 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, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs, institutional consulting, and public finance services.

Robert J. Wilson is a CFP® professional with 26 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Wilson is the sole owner of LACLAJO Holdings Inc., an investment-related business based in West Linn, OR. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through multiple compensation and referral channels.

Nathan Harrell is a Series 66 licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where he has worked since 2008. He has 21 years of industry experience. Outside of his advisory work, he is involved with SPKH LLC, a real estate business based in Portland, Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kent Calhoon is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2012 and previously worked at Wells Fargo Investments. He holds the Series 63, Series 65, and Series 66 licenses. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cristina Ederer is a financial advisor at Robert Baird & Co. with one year of industry experience. She previously worked at First Republic Bank, now part of JPMorgan Chase, for five years and at Chase Bank for 21 years. She holds the Series 66 designation. Cristina is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. Outside of finance, she owns a personal crafting and home décor business called Decor by Jorg and is involved in sales of health and fitness products with Beachbody Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Rainwater is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked with Metis Wealth Advisory Group. In addition to advising, he supports producing advisors at Metis Wealth Advisory Group in a non-owner associate role. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Alisha Cannon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of the West, BancWest Investment Services, and Landmark Tax and Investment Services. She is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Owen Chapman is a financial advisor with Mass Mutual Investors Services in Lake Oswego, OR. He holds the Series 66 designation and has been with the firm since 2026. His prior experience includes roles at MassMutual Life Insurance Co. and various positions during and shortly after his studies at the University of Oregon. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm’s services include collaborative, annual financial planning engagements using firm-approved analytical tools, alongside specialized offerings such as divorce planning and employer-sponsored planning programs.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Marco Albanese is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Cetera since 2019 and prior experience at Foresters Financial Services and AXA Advisors. He also worked at Maletis Beverage and studied at the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies with over $256 billion in assets under management.

Hannah Held is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Edward Jones and Beneficial State Bank. Outside of her advisory role, she is involved with Ubetcha Entertainment, a company that hosts corporate casino nights. 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.

Christopher Wehbey is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2014. He is co-owner of KPCW LLC, through which he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools within a defined investment universe.

George Kane Jr. is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved with Big Fish Investments LLC in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Raymond Gregoire is a financial advisor with Osaic, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Gregoire also operates an insurance sales and service business focused on life and disability insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and platforms, employing firm-provided tools such as asset-allocation models and automated rebalancing in portfolio management.