David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Douglas Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and BancWest Investment Services. Outside of advisory work, he owns and operates a Christmas tree farm and is involved in insurance brokerage through Stafford Wealth Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships that use firm-approved software to provide written recommendations.

Christopher Scott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following three years at Foresters Advisory Services and Foresters Financial Services. Scott is a 50% owner of Scott Wealth Management, an entity associated with his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated managers with various program structures and custodial relationships.

Kelly Morgan is a CFP®-designated financial advisor at Edward Jones in Beaverton, OR, with 10 years of industry experience. She has been with Edward Jones since 2015. Morgan Legal Services, LLC was registered under her name but was never operational and is in the process of being dissolved. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, and managing over $1 trillion in assets through a large national network of advisors and branch offices.

Keoni Hudson Rasmussen is a CFP®-designated financial advisor with Raymond James Financial, based in Tigard, OR, and has 13 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of his advisory role, he is involved in disability insurance sales as an agent and owns support companies related to his financial practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs along with municipal and public finance services.

Travis Pratt is a financial advisor with Ameriprise in Durham, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business focused on payroll and business expense management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ronald Elia is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates systematic methodologies and oversight in its investment process.

Larry Mathis is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Mathis also operates a sole proprietorship as a financial planner and investment advisor and has involvement in group insurance and life insurance agencies. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Sara Richardson is a financial advisor with UBS Financial Services in Lake Oswego, OR. She holds a Series 66 designation and has 23 years of industry experience. Prior to joining UBS in 2006, she worked at U.S. Bancorp Piper Jaffray Inc. since 2001. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Tammy Yorba is a financial advisor with Edward Jones in Hillsboro, OR, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank NA for 24 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerimiah Gildea is a financial advisor with LPL Financial in Beaverton, OR, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and VALIC Financial Advisors. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Britton is a financial advisor with Edward Jones in Sherwood, Oregon, holding CFP® and Series 63 designations. He has 28 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he owns and manages a rental property in Lafayette, Oregon. Edward Jones is a wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Austin Rosterolla is a financial advisor with Merrill in Lake Oswego, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as roles outside finance including positions at Red Robin Gourmet Burgers, Amazon, Fred Meyer, and Stagecoach Pizza. Outside of his advisory work, Rosterolla serves with the Benton County Marine Patrol, where he performs safety inspections and search and rescue duties on local waterways. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.

Ronald Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its predecessor firms since 2004. Outside of his advisory role, he is involved with Northwest Planning & Investments, a business offering First Allied products and services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

Derek Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014. In addition to his advisory role, he serves as an assistant baseball coach at Forest Grove High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jason Meiwes is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Bank NA, Bancwest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.