Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is also a partner and financial advisor at Anderson Wealth Management, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2020 and is also the owner of Vagabond Vans LLC, a camper-van rental business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Negar Koushkakinejad is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Bank of America. Outside of her advisory work, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Meek is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior experience includes roles with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved as an equipment coordinator for a youth football organization and owns a goat farm that rents goats for vegetation clearing; he also coaches freshmen football. 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 financial planning, asset management, and educational seminars, structuring engagements as collaborative annual relationships focused on analyzing client goals and recommending investment strategies.

Brian Singer is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Timothy Stalsberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Wells Fargo since 2016, including prior service at Wells Fargo Advisors, LLC. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Robb is a financial advisor at Robert Baird & Co. in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, tailored to client goals and risk tolerances.

Carolynn Ashton is a financial advisor at RBC Capital Markets with 13 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Robert W. Baird from 2012 to 2017. Outside of advising, she is a proprietor of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.

Nicholas White is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Independent Financial Group, Heritage Financial Services, and United Planners' Financial Services. Outside of his advisory work, he owns a livestock farm raising beef cattle, sheep, pigs, and chickens. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various management options.

Jason Tei is a CFP® credentialed financial advisor with 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial. Outside of his advisory role, he has been involved with the McKinley Elementary Parent-Teacher Committee since 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Joseph Good is a financial advisor with Merrill in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America N.A., Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to various products and services beyond investment management.

Maurice Valdivieso is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and U.S. Bancorp Piper Jaffray Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wheeler is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ian Borman is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked with MassMutual Investors Services and American National Insurance. He is also president of Dorchester Conference, an educational conference organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals and maintains proprietary and third-party investment strategies.

James Sylvia is a Branch Leader at Fidelity Investments where he focuses on supporting and inspiring his team to help clients achieve their financial goals. His role involves fostering growth among advisors to enable them to effectively assist clients in pursuing their definitions of success. He has been with Fidelity since 2020, previously serving as a Senior Financial Consultant at TD Ameritrade for part of 2020. Prior to that, James worked as a Financial Advisor at Pacific Capital Resource Group from 2015 to 2020. Outside of his professional activities, James has interests in board games, camping, playing musical instruments, painting, puzzles, and writing.

Cameron Mason is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Sagepoint Financial, LPL Financial, and Hornor Townsend & Kent Inc. Mason also serves as a financial advisor and analyst, engaging in research, proposal development, and client solutions strategy. OSAIC serves a diverse client base spanning retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed-account platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment types.

Kevin Kirkpatrick is a financial advisor with OSAIC based in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. In addition to his advisory work, he operates a business brokering life, disability, and fixed annuity insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party services to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kevin Greene is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a range of capital markets and wealth management services, including institutional trading capabilities and fee-based financial planning.

Aaron Hessel is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He is also the owner and attorney of the Law Offices of Aaron M. Hessel LLC, specializing in estate planning. His prior experience includes roles at Lion Street Financial, Woodbury Financial Services, and operating his own wealth management firm, Hessel Wealth Management, LLC dba Pete's Mountain Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.