Todd Mckee is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Agia, Valic Financial Advisors, and CUNA Mutual Group. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial planning and investment management services, combining in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary solutions.

Rachel Gunderson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at KeyBank and its affiliated investment services entities since 2005. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and employs a multi-provider model combining platform services from Envestnet with portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Greg Rogers is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been the president and owner of Greg Rogers PC, a CPA firm in Oregon City, OR, since 2006. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives who provide discretionary and non-discretionary portfolio management through various strategies and technology platforms.

Nelson Larson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Advocates Investment Management and Tallus Capital Management. Outside of finance, Larson has a background in youth soccer organizations, having spent several years with the Oregon Youth Soccer Association and Portland City United Soccer Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for comprehensive wealth management.

Mary Kirk is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, StanCorp Equities, Charles Schwab, Morgan Stanley, and Scottrade. Outside of her advisory role, she serves as president of JMTL REYVEN CO, Inc., a real estate business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analytical approaches and third-party strategies through discretionary and non-discretionary management, supporting clients with a broad spectrum of financial services.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.

Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of finance, he has been involved with Summit View Church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Brandee Pense is a financial advisor at Edward Jones with 2 years of industry experience, holding a Series 66 designation. She previously worked at MORE Realty as a licensed realtor focused on investment and property flipping. Brandee has been with Edward Jones since 2025 and also had an earlier tenure at the firm from 2007 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branch offices across the United States.

Stephanie Hammond is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Hammond also founded Seasons Financial Group, where she has been active since 2018. 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, and institutional platforms.

Ryan Swift is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2012. He has 12 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and portfolio management systems to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Logan Blunt is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Picon Pacheco LLC dba Andres Landscape as a Contract Administrator and AR Specialist. 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, supported by a network of investment adviser representatives.

Brian Sutton is a CFP® and holds a Series 66 designation with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is based in Gladstone, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Barbara Clare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, Clare serves on the budget committees for the Oregon Trail School District and the Sandy Fire Department, is a member of the Sandy Chamber Career Education Committee, and is a board member of the Sandy Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent professionals, utilizing various portfolio management approaches and custody platforms tailored to client objectives.

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Benjamin James is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously operated The Ben James Corporation for 18 years and has been with LPL Financial since 1998. Benjamin is also the author of *The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Michael Pickett is a financial advisor with LPL Financial based in Sandy, Oregon, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Edward Jones from 2011 to 2017 and running Financial Advocates Investment Management, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily through a large network of independent advisor representatives.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Paulsen & Belding LLC, Waddell & Reed, Inc., and various insurance carriers for W&R Insurance Agencies. 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 a large network of investment adviser representatives.