Justin Abell is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has recently begun his advisory career in 2026 and has prior experience working at FedEx and in agricultural and machinery-related businesses. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various non-securities services through affiliated entities.

Jonathan Leslie is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Fidelity Personal and Workplace Advisors and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust custody services.

Martha Knapp is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved with Martha Knapp Studios, a business based in Tigard, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

George Scherzer is a financial advisor at Robert Baird & Co. with 48 years of industry experience. He has been with Robert Baird & Co. since 2014. Scherzer holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Trevor Looney is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He holds the CERTIFIED FINANCIAL PLANNER™ designation and works collaboratively with clients to prioritize financial goals, analyze their current financial situation, and discuss appropriate strategies to help them make intentional decisions about their money. Trevor's professional experience spans several roles in the financial services industry, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2021 to 2024. Prior to that, he worked with Umpqua Investments, Inc., Wealthbridge Advisors, Key Investment Services, LLC, and Johnstone Financial Advisors in various advisory capacities from 2007 onward. He is licensed with the California Insurance License. Outside of his professional career, Trevor has interests in cars, comedy, reading, and scuba diving.

Bethany Mergogey Gilbertson is a financial advisor at Robert Baird & Co. with a Series 66 credential and has been in the industry since 2023. Her prior work experience includes roles at GXO, VillaSport, and Amazon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlays, supported by home-office research and technology tools.

Robert Seibert is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, LLC, and Pacific West Bank. He is also involved in non-variable insurance sales in Lake Oswego, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Larry Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Veravest Investment Advisors, Inc. from 1994 to 2003. Outside of his advisory work, Hall engages in speaking engagements at churches and church-related events. 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, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Dustin Marlett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and DuPont Wealth Advisors. Marlett serves on the advisory board of a nonprofit school, assisting with estate planning and gifting strategies for alumni. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs across a large network.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jack Maas is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. His background includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior roles outside finance such as with the U.S. Soccer Federation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and formal alternative-investment processes.

Wayne Sackley is Vice President, Wealth Planner at Fidelity Investments, where he works with high net-worth families to evaluate the impact of their financial decisions and support them in pursuing their goals. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current position starting in 2023. Prior to joining Fidelity, Wayne held positions as an Account Executive at Valic from 2000 to 2011 and as a Retirement Consultant at Aon - Godwins Securities from 1990 to 1999. He holds a California Insurance License. Outside of his professional responsibilities, Wayne's personal interests include parenthood, sailing, and traveling.

Zachary Israel is a Financial Consultant at Fidelity Investments, where he focuses on helping clients clearly understand their investment goals and crafting financial plans tailored to their needs. He has held various roles at Fidelity Investments since 2023, including Planning Consultant and Financial Representative. Prior to joining Fidelity, Zachary worked as an Investment Counselor at Fisher Investments from 2019 to 2023 and as a Financial Associate at Thrivent Financial from 2016 to 2019. His experience spans multiple facets of financial planning and investment management. Outside of his professional work, Zachary has interests in baseball, football, hiking, parenthood, pets, and skiing.

Douglas Jenkins is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kodi Hermann is a financial advisor with LPL Financial in Tualatin, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Oregon Pioneer Federal Credit Union, Phillips & Company, and earlier tenure at LPL Financial. Outside of advising, he serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Asay is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Madeline Rosser is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, she held positions at the World Forestry Center and Metro Regional Government, among others. Rosser is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and oversight.

Natalie Berning is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. She is also associated with OnPoint Investment Services, where she offers non-deposit investment products to members of OnPoint Community Credit Union. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and has specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.