Derek Cram is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at Northwestern Mutual for two years. Outside of his advisory role, he is involved in music production and volunteers on the fundraising committee for the Lake Oswego Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using multiple portfolio strategies and platform arrangements.

Katie Tickner is a financial advisor with Charles Schwab who holds Series 65 and Series 66 credentials and has 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously worked at Fidelity Brokerage Services LLC from 2015 to 2018. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

John Valentine is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2017. Outside of his advisory role, he is involved in horse breeding through his ownership of REV Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Luca Queirolo is a financial advisor at Edward Jones in McMinnville, OR, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Enterprise Holdings Inc and held various other positions in the financial and service sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Standridge is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Edward Jones and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Zachary Miller is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, and has three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for the Bank of Montreal Family Office from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lucas Flores is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Bailey Nurseries Inc. He also independently sells life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Her prior work includes roles at Warm Springs Dental and Northwestern Mutual Investment Services LLC. 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 services through a network of investment adviser representatives using various portfolios and strategies.

Jeffrey Capellen is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Raymond James Financial in Tigard, Oregon. He has operated several related entities since 2014, including Project Discovery LLC, Jeffrey Capellen PC, and Kruse Woods Financial Partners. Capellen is also a partner in Project 3.0. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

John Gall is a financial advisor with RBC Capital Markets in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and offers a range of advisory programs and investment options.

Carrie Mullins is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Foresters Financial and Foresters Advisory Services LLC, as well as operating Carrie Mullins LLC. She is also a co-owner of Sisters Properties, LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

Roger Molatore is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and implemented through a combination of in-house and third-party investment managers.

Gregory Mc Millin is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has eight years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory role, he is involved as a Pyro Technician managing fireworks displays in Happy Valley, Oregon, and serves as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Rupa Shrestha is a financial advisor with Cetera who holds a Series 66 credential and has seven years of industry experience. She has worked at Cetera and its affiliate firms since 2021, with prior experience at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Peter Spiekerman is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and with 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through a variety of advisory programs. The firm customizes investment strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, offering services that include portfolio management, financial planning, and brokerage.

Robert Wood-Hammack is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He has a professional background that includes roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as experience as a Financial Representative at Country Financial. Robert focuses on helping individuals and families pursue their financial goals through a collaborative, needs-based, and educational approach. He partners with clients to create and implement plans designed to help them work toward their financial objectives.

Matthew Horne is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He holds a Series 63 license and is based in Sherwood, Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.