Gabriela Moran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked exclusively with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Jack Dixon is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes multiple roles at the University of Oregon and a position at Bob's Red Mill. 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.

Vivian Wilcox is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Koukoumanos is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2020. Outside of finance, he is involved in Greek folk dancing as a dance instructor and director for a high school group at Holy Trinity Greek Orthodox Cathedral. 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 provides financial planning, asset management, and educational programs, with planning engagements focused on collaborative goal analysis and written recommendations.

Matthew Ferrua is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having one year of industry experience. He has worked at LPL Financial since 2022 and previously spent four years at Nick Krautter PC and Keller Williams Portland. Outside of his advisory role, he is involved with RPI Real Estate, focusing on mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Gross is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and four years of industry experience. He has worked at UBS Financial Services since 2017, with a brief tenure at Global Retirement Partners in 2018-2019, and has experience at Dominican University of California. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and access to a broad range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerance.

Alexander Culhane is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles at Arizona State University, Northern Arizona University, and involvement with the Progressive Turnout Project. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its affiliated entities.

Marilyn Morrissey is a financial advisor with LPL Financial, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and she has operated The Morrissey Group, LLC since 1982. In addition to her advisory role, she is involved in tax preparation and accounting services through The Morrissey Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party providers.

Walker Albrecht is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pinnacle Partners, and held other roles outside the financial industry. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs a multi-asset strategic allocation approach supported by centralized custody and supervision.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Whipple is a financial advisor at Raymond James Financial Services Advisors, Inc. with ten years of industry experience. He previously worked at Morgan Stanley and Columbia Bank. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Curtis Shirey is a financial advisor with LPL Financial in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles at Waddell & Reed and managing his own business, Curtis Shirey. Outside of his advisory work, he has been involved in non-variable insurance and operates as a communication coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Benjamin Howell is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at D.A. Davidson & Co. for eight years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Marcia Wolly is a financial advisor with Raymond James Financial and holds a Series 65 credential. She has 22 years of industry experience and concurrently serves as president and sole owner of Primary Research Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, offering a range of advisory programs and supporting municipal and public-finance work through its affiliation with a municipal advisor.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Kyle Cox is a financial advisor with OSAIC in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory role, he is involved in insurance brokerage, specializing in life, health, disability, and long-term care insurance. OSAIC serves a broad 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 employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions and platform transitions.

Aaron Daugherty is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Entertainment Properties Inc. Outside of finance, he manages a tiki bar and karaoke lounge called The Alibi and serves as an intelligence analyst with the Oregon Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.