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.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

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.

Stephanie Rood Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2003 to 2011. She serves as a trustee for her parent’s trust in West Linn, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Sophia Bliablias Grandy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory work, she is a partner in Empire19, an LLC owning the partnership office building where she works. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and uses analytical tools for risk profiling and outcome modeling, supporting clients through advisory programs and other providers.

Paul Churilla is a financial advisor at LPL Financial with one year of industry experience. He previously worked for nineteen years at Brake Hughes Bellermann LLP. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

Christian Garcia is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Bunzl Distribution for 27 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Corey Griffin is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019. Prior to joining Cetera, he held various roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with multiple program structures and custodial relationships.

Heath Cornick is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he teaches community education classes on finance, retirement, and investing at Portland Community College. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Sorenson is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Sorenson has served on the board of directors for Lincoln Youth Baseball and Softball, supporting youth sports development in the Portland area. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management. The firm tailors strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Gregory Schmidt is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he is the owner of an LLC associated with a rental property in Sherwood, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Hanna Smith is a Vice President and Financial Consultant at Fidelity Investments, where she has held various roles since 2018. She began her career as a Financial Advisor at Pacific Capital Resource Group in 2017 before joining Fidelity Investments. Over the years, she has progressed through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Hanna partners with individuals, families, and businesses to provide guidance in financial planning, focusing on retirement, investment and income planning, and tax-efficient investing. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hanna enjoys board games, spending time with pets, skiing, traveling, volunteering, and practicing yoga.

Scott Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with UBS since 2006 and has been associated with Piper Jaffray Inc. since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Russak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working with clients for over 30 years, helping them pursue their financial goals through personalized investment strategies tailored to their specific needs. Mr. Russak’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from the United States Naval Academy and served as an Armor Officer in the US Army from 1983 to 1990. He earned the Personal Investment Advisor (PIA) designation and has been associated with Merrill since 1995. In addition to his professional work, Mr. Russak is involved in community volunteering. His personal interests include baseball, cooking, skiing, soccer, spending time with family, and traveling.

Joseph Cheek is a financial advisor with UBS Financial Services in Tualatin, OR, holding a Series 63 designation and more than 46 years of industry experience. He has been with UBS since 1980. Outside his advisory role, he serves as an NASD arbitrator. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Jeff Carter is a financial advisor with LPL Financial in Oregon City, Oregon, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2004 and previously was with Wamu Investments and Securian Financial Services. Outside of his advisory role, he is involved with EquityCraft Innovations, LLC, a non-investment-related home-based business. 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 and access to third-party asset management, supporting advisors with research, model portfolios, and technology tools.

Michael Anisimov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has previously served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2022 through 2025. Before joining Fidelity, Michael worked as a Financial Representative at Edelman Financial Engines in 2022. In his role, Michael focuses on understanding his clients' needs and collaborating with them to develop financial plans aimed at achieving their investment goals. He engages with clients to assess their current financial situation and provides guidance on planning for retirement.

Maxwell Farquhar is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked at Van Gordan Investments and held various roles in education, including positions at the University of Oregon and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as advisory services for registered investment companies and charitable funds.

Kristin Wehler is a financial advisor at Edward Jones in Lake Oswego, OR, with ten years at the firm and three years of industry experience. She holds the Series 66 designation. Previously, she owned a franchised retail bakery and operated an internet pet supply business. 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 supported by a large nationwide network of financial advisors and branch offices.