Elie Boutros is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with Cetera and has previously worked at NW Financial Network and Bank of America. Outside of his advisory role, he hosts a self-help podcast titled E&E Show. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.

Steven Dutton is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Cetera, Cascadia Advisory Services, and Pacific West Financial Consultants. Outside of his advisory work, he is involved with John Wood Inc, operating Hudson Insurance & Investment Services, which focuses on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Kristin Erickson is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Erickson is also an ordained minister, performing weddings and funerals in Tualatin, 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 research and technology tools.

Steven Walter is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of SMW30 Properties LLC, a real estate investment business based in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and strategies developed by its Global Investment Committee, serving a broad range of clients through tailored financial plans and investment offerings.

Madalyn Vandenbroeder is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Madalyn worked as a Financial Advisor at MassMutual from 2021 to 2022 and gained early experience as an Intern at Pacific Capital Resource Group from 2019 to 2020. Madalyn holds the Certified Financial Planner® designation and is licensed for insurance in California. She focuses on helping clients plan and work towards achieving their financial goals at all stages of life, combining her financial background with a personal approach to financial planning.

Cole O'Donnell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he guides clients through their financial journeys, aiming to develop clear and personalized financial plans tailored to their long-term goals. Prior to this, Cole served as a Financial Representative at Fidelity Investments from 2024 to 2025. His professional experience is focused on financial planning and client support within Fidelity Investments. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Shawn Moyer De Marre is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Patrick Murphy is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Thomas Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2004, following a one-year tenure at WS Griffith Securities, Inc. Berry also operates under the DBA Berry Wealth, which is approved by LPL and used for his securities trading activities. 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 investment solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Carlos Araguas is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, he owns businesses that buy and sell watches and fine art in Portland, OR. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Daniel Kalmikov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' goals and current financial plans to identify opportunities for improvement through risk management, income generation, and tax-efficient investing. Prior to joining Fidelity, Daniel gained experience as an Associate Financial Advisor at Ameriprise Financial from 2019 to 2023. He also completed an internship as a Financial Professional at Empirical Wealth Management between 2018 and 2019. He holds a California Insurance License. Outside of his professional work, Daniel has interests in board games, golf, and table tennis.

Bob Jones is a Series 66 licensed financial advisor with Edward Jones in Milwaukie, OR, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brian Cantrell is a Series 66-licensed financial advisor with LPL Financial, based in Tigard, Oregon, and has four years of industry experience. Before joining LPL Financial in 2021, he spent one year with Waddell & Reed and five years working at The Pool & Spa House. He is also associated with Penchant Wealth, a DBA for his LPL business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Matthew Moshofsky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers LLP from 2014 to 2017. Since 2017, he has been with Morgan Stanley, including the Morgan Stanley Private Bank, National Association, since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

George Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Phillips & Company. Outside of his advisory work, he has a minority ownership stake in Studio Seven60, where he participates in meetings related to creative and artistic projects. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Nicholas Bales is a Series 66 licensed financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2018 and previously worked at NBC Securities, Inc. from 2015 to 2018. Outside of his advisory role, he holds a vice president and shareholder position at Prier Pipe and Supply, a plumbing supply business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Jane Miller is a CFP®-certified financial advisor with 25 years of industry experience. She currently serves with LPL Financial and has prior experience at Wells Fargo Advisors, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research and operational tools.

Elizabeth Barry is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Willamette Financial Advisors, LLC, among other firms. Barry is the founder of Timeless Wealth Management, LLC, based in Lake Oswego, OR. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management strategies and platforms.

Ryan Krause is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. His prior work includes positions at JPMorgan Chase Bank, N.A. from 2012 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.