Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Richard Schaefer is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1989 and has been associated with Endries International Inc since 2004. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Jack Williams is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Evergreen P&O and Joshua's Pest Control, as well as academic positions at Oregon State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Davis Siliga is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Rollins is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team in partnership with advisors.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Richard Hall is a Certified Financial Planner (CFP®) with 22 years of industry experience, currently affiliated with UBS Financial Services since 2015. Based in Lake Oswego, OR, Hall has a background that includes association with a community credit union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to customize plans aligned with clients' goals and risk tolerances.

Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Samuel Chamseddine is a financial advisor with Mass Mutual Investors Services based in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked at MassMutual Life Insurance Company and WYTEK Controls Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring its financial planning as annual, collaborative engagements using firm-approved analytical tools.

David Perez is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2010. Outside of his advisory role, he serves as a co-successor trustee on a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services with a variety of portfolio management styles.

Theodore Thoren is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2019. Prior to that, he worked at Foresters Financial Services and its related entities for over two decades. Thoren serves on the Endowment Committee at Tigard United Methodist Church, overseeing the church's endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program options and affiliations.

Neil Kopplin is a financial advisor with Edward Jones in Newberg, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Park Avenue Securities/Guardian Life Insurance Company and has entrepreneurial experience with Control State Solutions and Vinum Importing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brian Wheeler is a financial advisor at Edward Jones in Beaverton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Edward Jones since 2001. Outside of advising, Wheeler serves as a benefit auctioneer for schools, churches, and civic organizations through Wheeler Auction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Edward Lebold is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has been with MML Investor Services, LLC since 1991 and with MassMutual Life Insurance Company since 1987. Outside of his advisor role, he is involved in several insurance-related businesses, including ownership and sales positions in Portland Financial Group and Boldly Planning, LLC. MML Investors Services, LLC 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 and various investment programs, structuring relationships as annual, collaborative engagements that include detailed client analysis and written recommendations.

Conrad Pearson is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and previously at Sagepoint Financial, LPL Financial, and SII Investments, as well as operating his own firm, Pearson Financial Group, since 1989. Pearson is also the founder of the God of Abraham Foundation, a nonprofit organization aimed at encouraging young people to "love your neighbor as yourself." Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio construction tools and supports multiple platform programs and managed-account solutions.

Kimberlee Bouska is a CFP® with 22 years of industry experience, currently affiliated with Raymond James Financial in Hillsboro, OR. She has worked at First Tech Federal Credit Union and Raymond James Financial Services Advisors, Inc. since 2012. In addition to her advisory role, she is employed as an associate at Addison Avenue Investment Services, providing financial advice to its members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains a unique affiliation with a municipal advisor to support public finance work.

David Young is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of DAVID E YOUNG LLC dba Justo Tax, an income tax preparation and accounting business he has operated since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party money managers, and a range of program structures across multiple custodial relationships.

Jessica Christiansen is a financial advisor with OSAIC based in Portland, OR. She holds a ChFC® designation and Series 63 license, and has 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Christiansen is involved in insurance sales, primarily life insurance, and serves as trustee for a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.