Madalyn Vandenbroeder is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Madalyn worked as a Financial Advisor at MassMutual from 2021 to 2022 and gained early experience as an Intern at Pacific Capital Resource Group from 2019 to 2020. Madalyn holds the Certified Financial Planner® designation and is licensed for insurance in California. She focuses on helping clients plan and work towards achieving their financial goals at all stages of life, combining her financial background with a personal approach to financial planning.

Cole O'Donnell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he guides clients through their financial journeys, aiming to develop clear and personalized financial plans tailored to their long-term goals. Prior to this, Cole served as a Financial Representative at Fidelity Investments from 2024 to 2025. His professional experience is focused on financial planning and client support within Fidelity Investments. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Shawn Moyer De Marre is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Patrick Murphy is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Justin Wolfe is a financial advisor with Cetera in Lake Oswego, OR, holding a Series 66 designation and three years of industry experience. He also operates Wolfe Consulting LLC, which provides tax preparation and business consulting services. Additionally, Wolfe serves as co-trustee for a marital trust and runs a referral-based real estate brokerage under Premiere Real Estate Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management solutions, including model portfolios, third-party managers, and bespoke strategies.

Thomas Berry is a financial advisor with LPL Financial in Clackamas, OR, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Timothy Mooney is a financial advisor at Edward Jones in Tigard, Oregon, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he coaches freshman baseball for the Beaverton School District’s Mountainside High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Evan Connell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over nine years combined. Connell serves as President of the Party With a Purpose Foundation board and is involved with his local Phi Delta Theta fraternity alumni committee and homeowners association board. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Carlos Araguas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns businesses involved in buying and selling watches and fine art in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach incorporates structured planning tools and scenario modeling while offering a broad range of retail and institutional financial products.

Daniel Kalmikov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' goals and current financial plans to identify opportunities for improvement through risk management, income generation, and tax-efficient investing. Prior to joining Fidelity, Daniel gained experience as an Associate Financial Advisor at Ameriprise Financial from 2019 to 2023. He also completed an internship as a Financial Professional at Empirical Wealth Management between 2018 and 2019. He holds a California Insurance License. Outside of his professional work, Daniel has interests in board games, golf, and table tennis.

Bob Jones is a Series 66 licensed financial advisor with Edward Jones in Milwaukie, OR, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brian Cantrell is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having four years of industry experience. His prior work includes a year at Waddell & Reed and five years at The Pool & Spa House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Matthew Moshofsky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers LLP from 2014 to 2017. Since 2017, he has been with Morgan Stanley, including the Morgan Stanley Private Bank, National Association, since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Wesley Upton is a CFP®-designated financial advisor with Ameriprise in Portland, OR, having six years at the firm and four years of industry experience. His prior work includes roles at Tualatin Hills Parks & Rec District and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. 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.

Brett Thomas is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and involvement in athletic coaching and administration at the high school and collegiate levels. He serves as an assistant baseball coach for Tigard Baseball. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm employs a centralized retirement-income consulting team that delivers data-driven, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

George Blanchard is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2011 across multiple related entities. Outside of his advisory role, he is involved with Studio Seven60, supporting creators and artists, and assists with NFT designs through Studio 760. 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 and integrates advisory services with other financial products and referral channels.

Matthew Tuttle is a CFP®-credentialed financial advisor with Edward Jones in Portland, OR, and has 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Nicholas Bales is a Series 66 licensed financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2018 and previously worked at NBC Securities, Inc. from 2015 to 2018. Outside of his advisory role, he holds a vice president and shareholder position at Prier Pipe and Supply, a plumbing supply business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.