David Levine is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Emerson Equity LLC, Mc2 Ventures, and Versity Investments, among others. He is a partner in MC2 Ventures, a marketing business operated by his spouse, with no active duties. Fidelity’s Strategic Advisers LLC, where Levine is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a universe of mutual funds, ETFs, and ETPs.

Drew Pinson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Robertson, Terrill, Gypmantasiri & Associates team. The team is responsible for managing more than $1.5 billion in client balances as of January 1st, 2022, and operates with distinct areas of focus to provide specialized financial expertise across multiple disciplines. Drew primarily serves business owners, successful professionals, and multi-generational families on the West Coast. With a background as a Portfolio Manager and Investment Strategist, Drew helps clients develop and execute sound financial strategies aimed at enabling confident financial decisions and accomplishing life goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Drew holds a bachelor's degree from the University of Oregon. He has been involved in various professional and community organizations, including serving as a former board member of D10 Decathlon, a former advisor to Inner City Advisors (ICA), former Investment Committee Chair for Multnomah Athletic Club, and a current board member of the Sam Day Foundation. His community involvement also includes work with Inner City Advisors, Lucile Packard Children's Hospital, and the Sam Day Foundation. Drew's personal interests include basketball, golf, running, skiing, tennis, and spending time with his family.

John Tennant is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The group customizes strategies based on client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Garrett Daves is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cash App Investing, Square, Peoples Bank, and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a registered commodity pool operator, advisor to multiple registered investment companies, and for its use of AI and algorithmic methods in portfolio management.

Grahm Porozni is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is a managing partner of Illuminate Financial Group LLC and serves as a subcommittee member for the Oregon Association of Collaborative Professionals. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and delivering fiduciary services to qualified plans.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.

Kimberley Lanphar is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in academic roles at Portland State University and Clark College. 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 options supported by a large nationwide network of advisors and branch offices.

Keri Twyman is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is a co-owner of a real estate business in Portland. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered in partnership with its advisors.

Hayley Porter is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Osaic Wealth, Inc. She has held roles at Osaic Wealth, BPG Wealth Management, and worked in the David Douglas School District. Porter is involved with multiple investment-related business activities, including retirement plan coordination and the sales and marketing of securities and fixed insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through a large network of advisers and platforms. The firm integrates brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles and third-party solutions.

Eric Lochner is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2025. He has also worked at Financial Advocates Investment Management, Cable Hill Partners, LLC, and McDonald Franceschi, LLC. Lochner operates Lochner Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Jonathan Boutwell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to this, he was involved with Morones Analytics LLC and Sseko Designs. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Laurelhurst PTA. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Karla Pemberton is a Series 66-licensed financial advisor with Ameriprise, based in Lake Oswego, OR. She has 20 years of industry experience and has been with Ameriprise Financial Services since 2016. Pemberton serves as co-secretary on the board of the Sunset Primary Parent Teacher Student Organization and provides respite care for her younger sister with disabilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

Jacob Herr is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2008 and was previously associated with The Curiel Group. Amanda is also involved as an associate with The Commerce Company outside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Brendan Dexter is a financial advisor with LPL Financial in Portland, OR, holding the Series 66 designation and one year of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., First Tech Federal Credit Union, and Osaic Wealth, Inc. Outside of his advisory work, he was involved with Taplandia Taphouse for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced portfolio management technologies.

Stephanie Rood Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She also serves as a trustee for her parent's trust in West Linn, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffery Perry is a Series 66 licensed financial advisor with eight years of experience, currently practicing at Edward Jones in Troutdale, Oregon. He has been with Edward Jones since 2018. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, under a fiduciary standard.