Jonathan Oliva is a financial advisor with Wells Fargo Clearing in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Investments, LLC, from 2005 to 2011. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Ralph Luchterhand is a CFP®-certified financial advisor with 39 years of industry experience. He has been with LPL Financial since 2020, following a 33-year tenure at Ameriprise Financial Services, Inc. He is based in Canby, Oregon, and serves clients through his affiliation with LPL Financial. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by both proprietary research and third-party strategies.

Kristin Petersen is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2018 and previously worked at Emerson House, Portland State University, and Clackamas Community College. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Britton is a financial advisor with Edward Jones in Sherwood, Oregon, holding CFP® and Series 63 designations. He has 28 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he owns and manages a rental property in Lafayette, Oregon. Edward Jones is a wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Austin Rosterolla is a financial advisor with Merrill in Lake Oswego, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as roles outside finance including positions at Red Robin Gourmet Burgers, Amazon, Fred Meyer, and Stagecoach Pizza. Outside of his advisory work, Rosterolla serves with the Benton County Marine Patrol, where he performs safety inspections and search and rescue duties on local waterways. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.

Ronald Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its predecessor firms since 2004. Outside of his advisory role, he is involved with Northwest Planning & Investments, a business offering First Allied products and services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. for one year. 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, asset management programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Jonathan Owens is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years with Signator Investors, Inc. Owens is also a business owner and partner at BPG Wealth Management, an independent financial planning practice. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that include a broad range of investment products.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

Randal Lishka is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. Outside of his advisory role, he operates a business related to his LPL activities and is involved with fixed insurance trails. 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 financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors and more than $819 billion in discretionary assets.

Derek Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014. In addition to his advisory role, he serves as an assistant baseball coach at Forest Grove High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jason Meiwes is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, Bancwest Investment Services, and BMO Bank NA. His current focus includes his role at BMO Bank NA alongside his position at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and participant-level retirement advice.

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Justin Breen is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2018, following prior roles at Guardian and Park Ave Securities. Outside of his advisory work, he serves on the board of directors for a plumbing parts distribution company and acts as trustee for a family trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements supported by firm-approved analysis tools.

Michelle Wilson is a financial advisor with LPL Enterprise LLC in Lake Oswego, OR, holding Series 65 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Avantax Investment Services, Inc., Johnson, Glaze, & Co. PC, and JGC Wealth Management, LLC. She is also involved with Balanced Accounting & Wealth Management, LLC, which provides tax preparation, accounting, and notary services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, access to external asset managers, and participation in wrap programs.

Jeff Johnson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Bruce Swayze is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at KMS Financial Services, Inc., and Securities America Advisors, Inc. He serves as the court-appointed financial guardian for his granddaughter, overseeing her restricted account. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports legacy platform programs and multiple advisory platforms.

Lucas Flick is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds Series 63 and Series 66 designations and joined Robert Baird & Co. in 2025 after roles in diverse sectors including automotive retail and academia. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing research and manager monitoring in its advisory approach.