Greg Smith is a Planning Consultant who partners with financial advisors to assist clients in making thoughtful and confident decisions regarding their financial futures. His approach emphasizes clarity, care, and a long-term perspective to ensure alignment with clients' priorities. Greg collaborates with clients to develop personalized plans that reflect their individual goals. He has been working as a Financial Representative at Fidelity Investments since 2024. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Ryan Mccarthy is a financial advisor with Osaic Wealth, Inc. in Portland, OR, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including eight years at Royal Alliance Associates Inc. and several years at Osaic Wealth, Inc. Outside of his advisory work, he serves as a statutory agent for Resource Insurance Services, Inc., advising clients on life insurance and annuity products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services supported by firm-provided asset allocation tools, automated portfolio management, and access to third-party money managers and wrap programs.

Sasha Sedneva is a Planning Consultant at Fidelity Investments, where she collaborates with the local wealth management team to support clients throughout their financial journey. She focuses on helping clients utilize Fidelity's resources to work toward their financial goals. Sasha joined Fidelity Investments in 2023 as a Financial Representative before transitioning to her current role in 2024. Her experience at Fidelity has provided her with insight into financial planning and client service. Outside of her professional work, Sasha has personal interests that include board games, cooking and baking, hiking, tennis, and traveling.

Aimee Funk is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Gregory Hogensen is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory work, he is a partner in businesses related to recreational real estate and vacation home management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Kermit Knight is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2017, following his start at Wells Fargo Bank NA in 2016. 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. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Justin Abell is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has recently begun his advisory career in 2026 and has prior experience working at FedEx and in agricultural and machinery-related businesses. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various non-securities services through affiliated entities.

Jonathan Leslie is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Fidelity Personal and Workplace Advisors and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust custody services.

Martha Knapp is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved with Martha Knapp Studios, a business based in Tigard, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

George Scherzer is a financial advisor at Robert Baird & Co. with 48 years of industry experience. He has been with Robert Baird & Co. since 2014. Scherzer holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Trevor Looney is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He holds the CERTIFIED FINANCIAL PLANNER™ designation and works collaboratively with clients to prioritize financial goals, analyze their current financial situation, and discuss appropriate strategies to help them make intentional decisions about their money. Trevor's professional experience spans several roles in the financial services industry, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2021 to 2024. Prior to that, he worked with Umpqua Investments, Inc., Wealthbridge Advisors, Key Investment Services, LLC, and Johnstone Financial Advisors in various advisory capacities from 2007 onward. He is licensed with the California Insurance License. Outside of his professional career, Trevor has interests in cars, comedy, reading, and scuba diving.

Kelly Hovland is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Hovland spent 13 years at Nestle Health Science. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Bethany Mergogey Gilbertson is a financial advisor at Robert Baird & Co. with a Series 66 credential and has been in the industry since 2023. Her prior work experience includes roles at GXO, VillaSport, and Amazon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlays, supported by home-office research and technology tools.

Robert Seibert is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, LLC, and Pacific West Bank. He is also involved in non-variable insurance sales in Lake Oswego, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Larry Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Veravest Investment Advisors, Inc. from 1994 to 2003. Outside of his advisory work, Hall engages in speaking engagements at churches and church-related events. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Mark Hildebrandt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Sherwood, Oregon. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Patrick Niedermeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as co-trustee for his sister and trustee for his father in investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jack Maas is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. His background includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior roles outside finance such as with the U.S. Soccer Federation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and formal alternative-investment processes.

Wayne Sackley is Vice President, Wealth Planner at Fidelity Investments, where he works with high net-worth families to evaluate the impact of their financial decisions and support them in pursuing their goals. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current position starting in 2023. Prior to joining Fidelity, Wayne held positions as an Account Executive at Valic from 2000 to 2011 and as a Retirement Consultant at Aon - Godwins Securities from 1990 to 1999. He holds a California Insurance License. Outside of his professional responsibilities, Wayne's personal interests include parenthood, sailing, and traveling.