Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Robert Baird since 2012, with prior positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he is involved in managing several LLCs that hold rental properties. Matthew is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager oversight.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Dean Woolworth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over thirty years of financial and investment experience, having begun his career in 1993. Prior to joining Merrill Lynch, Dean worked at a Fortune 500 company and as a CPA with a Big Four accounting firm. He holds a Bachelor's Degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound and holds the Personal Investment Advisor (PIA) designation. Dean's client focus includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on understanding clients' personal goals to develop personalized financial strategies. Dean values the relationships he builds with clients, viewing them as dear friends, and he leverages a team of professionals to tailor strategies to individual family needs. A native Oregonian, Dean lives with his wife and two teenage sons. Outside of work, he enjoys outdoor activities available in Central Oregon and staying fit. A sports fan, he supports both the Beavers and the Ducks, as well as the Portland Trail Blazers and Portland Timbers. He finds fulfillment in learning about his clients' families, businesses, goals, and dreams and collaborating with them to develop plans that support their long-term objectives.

William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Art Gamblin Motors and served at Lewis and Clark College and Enumclaw Senior High School. Outside of her advisory role, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisers, supported by various operational and research tools.

Joseph Ferguson is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2006. Ferguson holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Christopher Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Waddell & Reed, INC. and various insurance carriers. Outside of his advisory role, Webb serves on the finance committee of the Aviano at Desert Ridge HOA, where he reviews balance sheets and financial planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brian Kennedy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Nike and was involved in education and media through The Gonzaga Bulletin. Charles Schwab serves a large client base, primarily 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dennis Braun is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Christopher Mc Creath is a financial advisor with Merrill, holding a Series 66 credential and 15 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2011. Mc Creath serves as a council member for Rosemary Anderson Prep, participating in advisory meetings and fundraising activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rocky Norris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 42 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Wells Fargo Clearing, Citigroup Global Markets, and RBC Capital Markets. Outside of advising, he is a business owner involved in buying and selling coins on eBay. 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 portfolios, third-party asset management, and institutional platforms.

Jason Daily is a financial advisor with Mass Mutual Investors Services in Lake Oswego, OR. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, having worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 license. Based in Lake Oswego, OR, he began his advisory career in 2025. Prior to joining LPL Enterprise, he completed four years at Colby Sawyer College and has experience in education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Kibbe is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is actively involved with the Boy Scouts of America as a member and serves on the Endowment/Planned Giving Board and Eagle Scholarship Committee. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized advisory and investment capabilities.

Aaron Kohn is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008 and is a partner in several private ventures including KK&R, LLC and Table Top Racing, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and research.

Tricia Pickett is a financial advisor at Morgan Stanley in Lake Oswego, Oregon, with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, with prior experience at Citigroup Global Markets from 2007 to 2009. In addition to her advisory role, she serves as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.