Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2004. Byrd also operates a DBA business under Byrd Financial Group related to his advisory work. 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 offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding the Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a range of portfolio management styles.

Joseph Brazil is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011, following a decade at Stone & Youngberg LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Marcia Moore Hull is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she is an owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

James Franceus is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over a decade. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Kent Rudisill is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as secretary and finance committee member of the Eliot Tower Home Owners Association in Portland, 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational platform.

Otoniel Maxwell is a financial advisor at Edelman Financial Engines in Portland, OR, holding a Series 65 credential with four years of industry experience. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, Mariner Wealth Advisors, and Fisher Investments. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios and both discretionary and non-discretionary management options.

Abel Estraviz is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Merrill, Bank of America, and AXA Advisors, as well as experience in property management and university employment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chase Muro is a financial advisor at LPL Financial based in Vancouver, WA. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to joining the firm, he worked at Orchard Hills Golf and Country Club and managed a self-employed landscaping business for several years. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Eric Mazemke is a financial advisor with LPL Financial in Washougal, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Commonwealth Financial Network, and CUSO Financial Services, LP. He has also been associated with iQ Credit Union since 2017. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Patrick Cummings is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he serves on the Board of Directors for Cascade Policy Institute and De La Salle North Catholic, and participates on the Mt. Hood Ski Patrol committee overseeing the endowment’s portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and integrates capital-markets capabilities and alternative investment options.

Tyler Chormicle is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services LLC since 2018, following five years at Wells Fargo Bank, N.A. His practice is based in Vancouver, Washington. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory within available custodial platforms.

Bruce Trang is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Bruce holds Series 63 and Series 65 licenses and is based in Vancouver, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Brian Nelson is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has held roles at Ameriprise, Uber Technologies, Lyft, and From Here to There, Inc. before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Robyn Brooks is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. and has experience with 280 Group (dba Productside) and NAVEX Global. Brooks also serves as a power of attorney for her father's trust. Merrill, together 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.