Carrie Mullins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. Mullins is also a co-owner of Sisters Properties, LLC. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by research and various portfolio management strategies.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

John Wade is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 22 years of experience in the industry. His prior roles include tenures at Merrill Lynch, Oppenheimer, Raymond James, and Ameriprise. He is currently based in Portland, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with various financial products through multiple compensation arrangements.

Roger Molatore is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and implemented through a combination of in-house and third-party investment managers.

Gregory Mc Millin is a Series 66-licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has seven years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory work, he serves as a Pyro Technician leading a team for a fireworks display company and acts as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Rupa Shrestha is a financial advisor with Cetera who holds a Series 66 credential and has seven years of industry experience. She has worked at Cetera and its affiliate firms since 2021, with prior experience at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Peter Spiekerman is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and with 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through a variety of advisory programs. The firm customizes investment strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, offering services that include portfolio management, financial planning, and brokerage.

Robert Wood-Hammack is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He has a professional background that includes roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as experience as a Financial Representative at Country Financial. Robert focuses on helping individuals and families pursue their financial goals through a collaborative, needs-based, and educational approach. He partners with clients to create and implement plans designed to help them work toward their financial objectives.

Adam Dale is a Series 66-licensed financial advisor with Wells Fargo Clearing in Portland, OR, with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory work, he serves as treasurer for the Cedar Mill Little League, assisting with cash flow and management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked in various roles at JP Morgan Chase and its affiliates from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Matthew Horne is a CFP® with 26 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He holds a Series 63 license and is based in Sherwood, Oregon. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Joshua Brakel is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he owns Moto Life LLC, an apparel sales business involved in contract negotiations and business planning. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Carmen Gibson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2006 and also has experience with Piper Jaffray & Co starting in 1996. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jacob Heger is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and based in Lake Oswego, Oregon. He has one year of industry experience, beginning in 2025, and prior to that, he was a full-time student and worked at Vanir Technology Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and offering event-driven planning services such as divorce and estate settlement planning.

Michael Connell is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Asset Management and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Alicia Wilson is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various direct and corporate financial planning agreements.

David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. 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 integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Douglas Perry is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and BancWest Investment Services. Outside of advising, he owns and manages a Christmas tree farm and a vacation rental, and is involved in outside insurance sales through Stafford Wealth Advisors. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as an ongoing, collaborative process.