Steven Aldrink is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lindsay Krivosha is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Baird in 2017, she worked at RBC Capital Markets from 2009 to 2017. She serves as Treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Kasey Closs is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the CFP® and ChFC® designations and previously worked at MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Advisors. In addition to her advisory role, she is employed part-time at Westview High School in Portland, Oregon, in a sport and fitness capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides model-based solutions and proprietary strategies while maintaining multiple custody and platform options tailored to client objectives.

Lacie Walker is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and previously held positions at Columbia Bank from 2014 to 2018. Outside of her advisory role, she is a business owner of T.A.W. Transport, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Danielle Mills is a Financial Consultant I who focuses on coaching individuals to achieve their financial goals through comprehensive planning, investment strategies, and behavioral economics. She emphasizes professional guidance to help clients navigate challenging financial situations and make the most of available opportunities. Her professional experience includes serving as an Investment Counselor at Fisher Investments from 2018 to 2025. Prior to that, she was a Partner at M & J Group DBA Bridgetown Wealth Management from 2015 to 2018 and a Financial Advisor at Waddell And Reed between 2012 and 2018. Outside of her professional work, Danielle has interests in fitness, museums, outdoor adventures, Pilates, reading, and traveling.

Kurt Kallien is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with individuals and families to develop comprehensive financial plans tailored to their unique goals and challenges. His approach involves active and ongoing engagement to build a deep understanding of each client's financial objectives. Kurt has extensive experience in the financial industry, having held various positions including Financial Consultant and Relationship Manager at Fidelity Investments, Branch Manager at Scottrade, and roles as Senior Trader and Broker at Bidwell & Company. He holds a California Insurance License. Outside of his professional work, Kurt has interests in baseball, football, music, scuba diving, and soccer.

Antonette Dehaney is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles at Robinhood Markets, First Tech Federal Credit Union, Raymond James Financial Services, Addison Avenue Investment Services, and The Vanguard Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services with an integrated approach that includes advisory, brokerage, custody, and alternative investment options.

Linda Ly is a Planning Consultant with experience as a Financial Advisor at Edward Jones from 2023 to 2024. She holds a California Insurance License and brings a unique perspective to financial planning, influenced by her background in emergency medical services and business development at Google. Linda's approach to financial planning is comprehensive and values-based, emphasizing authenticity and alignment in values to build lasting relationships. Her professional experience combines elements of client service and business development, providing a broad foundation for her current role. Outside of her professional work, Linda has interests that include gardening, kayaking, motorcycles, snowboarding, traveling, and volunteering.

Angela Carr is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Bank of America, N.A. from 2010 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Andrew Norris is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2020 and previously spent five years with Ameriprise Financial. Outside of his advisory role, he operates Andy Norris, LLC, a separate business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Craig Lewelling is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and 32 years of industry experience. Before joining LPL Financial in 2020, he worked for Sagepoint Financial, Inc. for 11 years. Lewelling also serves as an instructor at a community college. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jeremy Fanders is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers and Cetera Investment Services since 2019. Prior to that, he was self-employed and worked at Foresters Financial. Outside of advising, he is a musician and a 50% owner of the bands Flagrant Orange and Rock Haven. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program structures and affiliations.

Jordan Bean is a financial advisor with Mass Mutual Investors Services in Lake Oswego, Oregon. He holds a Series 66 designation and began his advisory career in 2025. Prior to entering the financial industry, Jordan worked at JB-TCG for six years and held positions at Domino's Pizza and Jimmy Johns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a structured, collaborative approach to client engagement.

Matthew Jung is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to joining Raymond James in 2020, he worked for Waddell & Reed and various insurance carriers for over two decades. Outside of his advisory role, he is president of Harlin & Jung Inc. and CEO of PDX Wealth Management, both based in Lake Oswego, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Ramin Rouhbakhsh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2016. Rouhbakhsh is involved with Tallus Wealth Management, including non-variable insurance services, and is connected to Wealth Scientific, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs and financial services, utilizing various management approaches and research resources.

Patrick Hale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at several firms including Columbia Bank and Cetera Investment Services. In addition to his advisory role, he is an associate at Columbia Wealth Advisors, part of Columbia Holding Company and Umpqua Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports specialized advisory programs including municipal and public finance services.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Jennifer Ming is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Merrill in 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Abeln is a Series 66-licensed financial advisor with Edward Jones, based in McMinnville, Oregon. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns an office rental business in Forest Grove, Oregon. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various investment strategies, including both discretionary and non-discretionary fee-based solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.