Justin Breen is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2018, following prior roles at Guardian and Park Ave Securities. Outside of his advisory work, he serves on the board of directors for a plumbing parts distribution company and acts as trustee for a family trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements supported by firm-approved analysis tools.

Michelle Wilson is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Avantax Investment Services, Johnson, Glaze & Co. PC, and JGC Wealth Management. Outside of advisory work, she is involved with Balanced Accounting & Wealth Management, LLC, where she provides tax preparation, accounting, and notary services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Mark Thomas is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Jeff Johnson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Richard Lee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Raymond James and related firms since 2018 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Lee also provides financial advice through Addison Avenue Investment Services, where he dedicates significant time supporting client needs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting program.

Christopher Mueller is a financial advisor with Ameriprise in Beaverton, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mueller is also involved in independent insurance brokering with UnitedHealthCare. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and employs algorithmic automation overseen by a Retirement Income Oversight Committee.

Matthew Moeller is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte Consulting and NIIT, USA. Outside of his advisory role, he serves as executor for an estate and is president of a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a large national network of financial advisors.

Lucas Flick is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Oregon State University, Gee Automotive Portland XI LLC, and Axa Advisors, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, with investment strategies supported by internal research and technology, including artificial intelligence.

Lori Black is a financial advisor with Edward Jones in Lake Oswego, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining one of the largest networks of financial advisors and branch offices in the industry.

Matthew Brodsky is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data, with investment options influenced by its affiliated product network.

Brandon Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge and its related entities since 2008 and also maintains involvement with Financial Reserve, Inc., where he serves as an independent insurance agent. Additionally, Erickson owns SolidGoldUnicorn, a business specializing in sports trading card sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a varied client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Zachary Beck is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior roles include seven years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. He is also involved in estate management as an executor for family estates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding on implementation through various brokerage and advisory programs.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Jamie Zolezzi is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Cetera. Prior to joining Cetera in 2025, Zolezzi worked at Avantax Investment Services and Avantax Advisory Services, as well as 1st Global Advisors Inc. In addition to financial advising, Zolezzi is a certified public accountant and serves as a referring advisor at Jones & Roth, Pc, where they have been employed since 2004. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Matthieu Armstrong is a financial advisor with J.P. Morgan Securities in Beaverton, Oregon. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, LLC, as well as a position at Amazon and a brief involvement with The Lodge at Cascade Brewing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.