Jon Corazza is a financial advisor with Cetera in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and its affiliated entities from 2004 to 2022 before joining Cetera in 2022. Beyond advisory work, he serves as president of Marketing One, Inc., and participates in nonprofit activities including a parish council role at St. John the Baptist Greek Orthodox Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multi-manager investment platforms, including model portfolios and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Jared Buckmaster is a Series 66-licensed financial advisor with Ameriprise in Lake Oswego, OR, with 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2002. Outside of advising, he is involved in managing local business ventures including consulting and real estate activities. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of investment and insurance solutions.

Alicia Williams is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has previously worked with Cornerstone Tax and Financial Planning. Alongside her advisory role, she is also a licensed real estate broker with over a decade of experience in the real estate industry. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple investment program options and third-party managers.

Hayley Porter is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Osaic Wealth, Inc. She has held roles at Osaic Wealth, BPG Wealth Management, and worked in the David Douglas School District. Porter is involved with multiple investment-related business activities, including retirement plan coordination and the sales and marketing of securities and fixed insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through a large network of advisers and platforms. The firm integrates brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles and third-party solutions.

Matthew Spriggs is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has worked as an independent contractor for Premiere Property Group, occasionally assisting past clients with realtor referrals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Karla Pemberton is a Series 66-licensed financial advisor with Ameriprise, based in Lake Oswego, OR. She has 20 years of industry experience and has been with Ameriprise Financial Services since 2016. Pemberton serves as co-secretary on the board of the Sunset Primary Parent Teacher Student Organization and provides respite care for her younger sister with disabilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

Jacob Herr is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Matthew Witten is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has previously worked at firms including MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory role, he offers life, disability, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Morgan Welch is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to Fidelity, Welch held roles in education and healthcare, including positions with the Salem Keizer School District and Salem Clinic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Stephanie Rood Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She also serves as a trustee for her parent's trust in West Linn, Oregon. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sophia Bliablias Grandy is a financial advisor at Raymond James Financial Services Advisors Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. Outside of her advisory role, she is a partner in a business that owns the office building where she works. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and supports institutional consulting solutions, with a notable linkage to municipal and public finance activity.

Paul Churilla is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, OR. He has one year of experience at LPL Financial and previously spent 19 years at Brake Hughes Bellermann LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management options supported by model portfolios, research, and technology solutions.

Christian Garcia is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Bunzl Distribution for 27 years. He holds a Series 66 designation. 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 programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Corey Griffin is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019. Prior to joining Cetera, he held various roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with multiple program structures and custodial relationships.

Heath Cornick is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he teaches community education classes on finance, retirement, and investing at Portland Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Sorenson is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Sorenson has served on the board of directors for Lincoln Youth Baseball and Softball, supporting youth sports development in the Portland area. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management. The firm tailors strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide 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 utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.