Matthew Marr is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2018, he spent 12 years with U.S. Bancorp Investments. He is involved with CMMM Investments, LLC, a business associated with the sale of a practice agreement related to another advisor's retirement. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Ian Stuart is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2000 and has worked at Charles Schwab Bank, SSB since 2005. Stuart holds Series 63 and Series 65 credentials. 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 relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Stephanie Pfister is a financial advisor with Wells Fargo Clearing based in Lake Oswego, OR. She holds Series 63 and Series 66 designations and has 11 years of industry experience, including a decade at JP Morgan Securities and JP Morgan Chase Bank. She joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Maletteri is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Since 2011, he has worked with MassMutual Investors Services and MassMutual Life Insurance Company. He is also engaged in outside insurance sales focusing on individual life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Corrine Lyman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, following eight years at RBC Capital Markets Corporation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

David Jarman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he holds minority ownership in investment-related business activities involving commercial rental properties in Milwaukie, Oregon. 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Lindsay Conachy is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. In her current position, Lindsay focuses on providing clients with a comprehensive financial planning experience by actively listening to their needs and collaborating on personalized financial plans. Lindsay emphasizes the importance of financial literacy and aims to make it accessible and engaging for her clients. She supports clients in making actionable decisions to strengthen their financial futures. Outside of her professional work, Lindsay has interests in food, parenthood, Pilates, reading, traveling, and yoga.

Michael Stewart is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at Unitus Credit Union, Triad Advisors, and Triad Hybrid Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Wayne Janicki is a financial advisor at Charles Schwab in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Michael Patterson is a CFP® with 20 years of experience in financial advisory services. He currently works at OSAIC and previously spent seven years with Securities America Advisors and ten years with SII Investments, Inc. Patterson also serves as a part-time personal finance instructor at Portland Community College. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios for its clients.

Lucas Ellis is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Prior to joining Cambridge, he worked at Kuenzi & Company, LLC for five years and NBP Capital for one year. Ellis serves as a board member of Kapok Care, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party investment strategies.

Drake Van Zante is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Van Zante serves on the Board of Directors for the Fly Fishing Collaborative, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michelle Rogers is a financial advisor at UBS Financial Services in Lake Oswego, Oregon, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Edward Ferguson is a financial advisor at Morgan Stanley with a Series 66 designation and experience working at several firms, including GEM Investments and BMO Family Office. He has a background that includes roles at RVK Inc., UBS Financial Services, and the University of Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with services focused on advisory guidance rather than individual security recommendations.

Bradley Home is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2001, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process supported by firm-approved tools and investment committee analyses to model client outcomes.

Kaitlyn Fisher is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on helping clients co-create financial plans that are sustainable and tailored to their individual priorities and family needs. She aims to provide support and resources to help clients keep their financial plans on track. Prior to her current role, Kaitlyn worked as a Relationship Manager at Fidelity Investments in 2023 and as an Advisor Assistant at Anneliese M. Johnson, LLC from 2021 to 2023. These experiences have contributed to her understanding of client relationship management and financial advisory support. No additional information about her education, credentials, personal interests, or community involvement has been provided.

Thomas Elliot is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to define meaningful financial goals, assess risks, and develop personalized financial plans. He provides education, guidance, and ongoing support to help clients make informed financial decisions. Prior to his current position, Thomas held various roles including Planning Consultant at Fidelity Investments, Manager of Client Service at Aldrich Wealth, LP, and Senior Manager of Investment Operations at M Holdings Securities, Inc. He has also worked as a Financial Advisor at Pacific Capital Resource Group. Thomas holds a California Insurance License. Outside of his professional responsibilities, Thomas enjoys activities such as board games, camping, cooking and baking, gardening, hiking, and photography.

Jacob Hessel is a financial advisor at LPL Enterprise with the Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and Pete's Mountain Wealth Management. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.