Elizabeth Barry is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at Willamette Financial Advisors, LLC, Oregon State University, Volco Consulting, and McGee Wealth Management. Barry is also the founder of Timeless Wealth Management, LLC, an additional advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Daniel Willey is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Fisher Investments and Northwestern Mutual. Willey also serves as a private wealth manager at Anderson, Foe, Kent, Madsen & Associates LLC dba Pillar Financial Group and works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm with a national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Andrew Knox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been affiliated with Cambridge since 2018 and has operated his own accounting and tax-related firms since 1993, including roles as a CPA and enrolled agent. Knox also manages a tax preparation and accounting LLC and is involved in independent insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across multiple platforms and maintaining both proprietary and third-party investment strategies.

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Marie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 12 years of industry experience. She has been associated with Raymond James since 2016 and also works with Kruse Woods Financial Partners as an associate and assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting, with specialized municipal and public-finance capabilities uncommon among large advisors.

John Tennant is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The group customizes strategies based on client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Cade Butterworth is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Legacy Financial, Towne Park, and Jim Kuhlman State Farm. Butterworth also serves as an infantryman in the Oregon Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from multiple sources.

Brian Horn is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, various insurance carriers, and TPO prior to joining LPL Financial. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary management, supported by research and model portfolios.

Ashley Hurtado is a financial advisor with Primerica Advisors in Tigard, Oregon, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her current role, she worked at The Workshop, Evergreens, Starbucks, Barnes & Noble, and Red Robin International. She also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients using a wrap-fee structure.

Jon Corazza is a financial advisor with Cetera in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and its affiliated entities from 2004 to 2022 before joining Cetera in 2022. Beyond advisory work, he serves as president of Marketing One, Inc., and participates in nonprofit activities including a parish council role at St. John the Baptist Greek Orthodox Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multi-manager investment platforms, including model portfolios and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Mark Moore is a financial advisor with OSAIC, holding the ChFC® designation and over 37 years of industry experience. He has previously worked at Securities America Advisors, Inc. for 15 years and has operated M. Steven Moore Company, LLC since 2003. Outside of his advisory work, Moore serves as Acting Director-President of a homeowner sub-association and has entrepreneurial experience owning an internet cookie business. OSAIC serves a wide range of retail and institutional clients by providing brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alicia Williams is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has previously worked with Cornerstone Tax and Financial Planning. Alongside her advisory role, she is also a licensed real estate broker with over a decade of experience in the real estate industry. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple investment program options and third-party managers.

Kevin Gebhart is a financial advisor at Edward Jones in McMinnville, Oregon, with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, his family maintains a timeshare vacation rental in Pacific City, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michelle Bechtold is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation. She has worked with Edward Jones since 2018 and previously was employed by the Newberg School District from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Spriggs is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has worked as an independent contractor for Premiere Property Group, occasionally assisting past clients with realtor referrals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jordan Schmidt serves as Vice President and Branch Leader at Fidelity Investments, a position held since 2019. In this role, he leads, coaches, and motivates associates with the goal of empowering financial confidence and inspiring clients' lives. He focuses on educating clients through wealth planning to help them develop comprehensive plans aimed at achieving their financial aspirations and providing peace of mind. Jordan has been with Fidelity Investments since 2012, progressing through several roles including Vice President, Financial Consultant (2014-2019), Investment Consultant (2013-2014), Relationship Manager (2013), and Financial Representative (2012). Prior to joining Fidelity, he worked in real estate finance at Northwest Real Estate Inc from 2009 to 2011.

Jacob Herr is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Matthew Witten is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has previously worked at firms including MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory role, he offers life, disability, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

Morgan Welch is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to Fidelity, Welch held roles in education and healthcare, including positions with the Salem Keizer School District and Salem Clinic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.