Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. Outside of her advisory role, Paula owns Decor by Jorg, a personal crafting and home décor business, and is involved in sales of health and fitness products and programs with Beachbody Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Rainwater is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked with Metis Wealth Advisory Group. In addition to advising, he supports producing advisors at Metis Wealth Advisory Group in a non-owner associate role. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Kevin Schwartz is Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Financial Consultant prior to his current position. Kevin is a Certified Financial Planner® who focuses on helping clients develop financial plans that align their personal goals with potential investment strategies. He holds a California insurance license. Outside of work, Kevin enjoys baseball, bowling, attending concerts, traveling, and spending time with his family.

Alisha Cannon is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of the West and BancWest Investment Services, among other firms. In addition to her advisory role, she is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of financial planning and advisory programs supported by research and diverse investment strategies.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Marco Albanese is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Cetera since 2019 and prior experience at Foresters Financial Services and AXA Advisors. He also worked at Maletis Beverage and studied at the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies with over $256 billion in assets under management.

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. 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 representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Christopher Wehbey is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2014. He is co-owner of KPCW LLC, through which he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools within a defined investment universe.

George Kane Jr. is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved with Big Fish Investments LLC in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Raymond Gregoire is a financial advisor with Osaic, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Gregoire also operates an insurance sales and service business focused on life and disability insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and platforms, employing firm-provided tools such as asset-allocation models and automated rebalancing in portfolio management.

Elie Boutros is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2023, he worked at NW Financial Network Inc. and Bank of America. He hosts a self-help podcast called E&E Show, dedicating about one hour per week to this activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets.

Steven Dutton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Cetera and Cascadia Advisory Services and has been involved with Tillamook Bay Community College. Outside of his advisory role, he is associated with Hudson Insurance & Investment Services, a non-variable insurance business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Kristin Erickson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 22 years of industry experience, including nearly two years at LPL Financial and 21 years previously at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, she is an ordained minister performing weddings and funerals in Tualatin, Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Steven Walter is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of SMW30 Properties LLC, a real estate investment business based in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and strategies developed by its Global Investment Committee, serving a broad range of clients through tailored financial plans and investment offerings.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.