Emanuel Grad is a financial advisor with LPL Financial based in Tualatin, Oregon, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at LPL Financial since 2010, with a break from 2017 to 2024 during which he was employed at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

David Clark is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones from 2016 to 2024. Outside of his advisory role, Clark coaches youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association in Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Sheldon Ren is a CFP®-designated financial advisor with LPL Financial, based in Tualatin, OR, and has 21 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various management strategies.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Martha Caldwell is a CFP® with 22 years of industry experience, currently advising at Raymond James & Associates. Her prior experience includes roles at Merrill and Bank of America, N.A. She is also involved in breeding, training, and sales of dressage horses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles.

Kristopher Gillmore is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fairfield Financial Services, Inc. outside of his advisory role, he plays guitar in a rock band and teaches private guitar lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She has worked with firms including CRI Securities, Minnesota Life Insurance Company, and Northstar Consultants Inc. In addition to her advisory role, she is co-owner and founder of Her Table Wealth and Wellness, a business focused on financial empowerment and education for women. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Janice Swanson is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Principal Life Insurance Company, Ohio National Financial Services, and The ON Equity Sales Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio and platform options.

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Zachary Guinan is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banner Bank, Guardian Life Insurance Company, and Park Avenue Securities. He is licensed as a financial assistant utilizing insurance contracts to meet client needs. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and multiple investment platforms.

Kelly Dickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked at Intel Corporation and Applied Materials. Kelly is based in Beaverton, 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 offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gerald Steagall is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Kalin Rooney is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2019, Rooney worked at Foresters Financial Services and has experience in college admissions and retail. Outside of advising, Rooney serves as an assistant softball coach for Lakeridge High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

David Pederson is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, he is involved in several business ventures including ownership in arts and performing arts entities and engagement in insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based investment strategies tailored to client objectives.

Wade Peterson is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neil Weaver is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones, Wells Fargo Clearing, Fidelity Brokerage Services LLC, and Waddell & Reed. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers various advisory models involving mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Wright is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Weststar Financial Group. He is also an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Margarita Martinez is a Series 66-licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where she has worked for four years. Her prior experience includes roles in the restaurant industry and extended travel. She serves on the board of directors for the Swiss Avenue Women’s Guild, a community organization based in Dallas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Kirsten Kupras is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. Her background includes roles at PDX Wealth Management and a part-time position as a physical therapist at Kupras Kinetics. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and supports advisory programs through a large network of advisors.

Rebecca Cyphers is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she serves as a director at REV Group LLC, where she manages stallion services and real estate rental operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.