Forrest Strickland Jr. is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2020. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Porter, Evoke Management, and the Beaverton School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Justin Lippincott is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Morgan Stanley, UBS Financial, and Bank of America. Based in Lake Oswego, OR, he joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and nine years of industry experience. Prior to joining Cambridge, Kasey worked at MML Investors Services, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Penn Mutual Life Insurance Co, and Wells Fargo Advisors. Outside of financial advising, Kasey is employed at Westview High School in a role related to sport and fitness. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with investment strategies tailored to client objectives across multiple platforms and custody arrangements.

Lacie Walker is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and three years of industry experience. She has held roles at LPL Financial since 2017 and has been involved with Lewelling Ventures since 2018. Outside of advising, she owns T.A.W. Transport, Inc., a non-investment business based in Canby, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

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 with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at The Vanguard Group, Robinhood Markets, and Raymond James Financial Services. She is currently based in Lake Oswego, Oregon. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supporting clients with multi-asset model portfolios 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®-designated financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following prior roles at Ameriprise Financial and Wells Fargo Clearing. Norris also operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Craig Lewelling is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and 33 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and U.S. Investors International. He has served as an instructor at a community college, contributing to investment education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Ross Martin is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Tri Counties Bank and various educational and community organizations. His work history also includes a position at Father’s House Church. Equitable Advisors serves a broad client base including individual investors, pension plans, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers to tailor solutions for clients.

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.

David Gore is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with LPL Financial and its predecessor firms since 2003 and previously worked at Veravest Investment Advisors, Inc. from 2001 to 2003. He also operates two DBAs, Gore Financial and Constellation Financial, both based in Lake Oswego, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of advisors, offering a range of financial planning, asset management, and institutional support services.

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 in Lake Oswego, OR, holding a Series 66 designation and 13 years of industry experience. He previously worked at Guardian Life from 2013 to 2016 before joining LPL Financial in 2016. Rouhbakhsh is involved with Tallus Wealth Management, a business entity associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.