Casey Dalthorp is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, they engage clients through a collaborative wealth-planning process tailored to individual needs, aiming to provide clarity and confidence in financial decision-making. Casey's professional experience at Fidelity Investments includes roles as Financial Consultant (2020-2023), Investment Consultant (2020), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects a comprehensive background in financial services. Casey holds an Arkansas insurance license. Outside of work, their personal interests include family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Anne Gaggini is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise since 2013 and owns Anne Gaggini CPA, LLC, a tax preparation and CPA firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Kale Chalmers is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Based in Tigard, OR, he has been with Ameriprise in its current capacity since 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant 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 to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Scott Gettel is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has been with Baird since 2017 and previously worked at RBC Capital Markets Corporation for nine years. He holds a Series 66 designation and is based in Lake Oswego, Oregon. Scott is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including private funds and real-asset exposures.

Scott Waldron is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to Cetera, he worked at Voya Financial Advisors and MJI, Inc., where he was associated with Hagan Hamilton Insurance. He also runs an independent insurance agency and has roles in other financial service businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Hope Boyce is a financial advisor at Raymond James Financial with 38 years of industry experience. She previously worked at D.A. Davidson & Co. for 23 years before joining Raymond James in 2024. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network along with specialized municipal and public finance services.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, Oregon. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he spent eight years at Edward Jones and worked at Packaging Corporation of America before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Richard Hogue is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank since 2018, alongside his tenure at RBC Capital Markets beginning in 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Justin Buell is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 66 credential and 19 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Buell is involved in community leadership as president of two homeowner associations and co-owns a personal training and wellness business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels.

Kasha Mclemore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Beaverton, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been with Raymond James and First Tech Federal Credit Union since 2012. Outside of her advisory work, she is employed as a financial advisor with Addison Avenue Investment Services, providing financial advice to its members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Douglas Moshofsky is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a Study Group Leader for Kingdom Advisors and is a managing partner in family and real estate investment partnerships. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional investment solutions and financial planning through its network of advisors.

Stephen Gulley is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 14 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory work, he serves as Vice Chairman of the Board at Friendsview Retirement Community and holds board roles with Providence Newberg Health Foundation and Newberg Friends Church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around annual, collaborative planning engagements.

John Andrea is a Series 66-licensed financial advisor at Thrivent Investment Management with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns an LLC that manages a vacation home in Oregon, which is rented on a weekly basis when not in use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and management as separate services.

Ross Eng is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and over 31 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Connor Leahy is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, following two years at Perlo Construction. Outside of his advisory role, Leahy serves as an athletics coach at Jesuit High School in Portland, Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Rachael Alphonso is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served as an Investment Consultant with the same firm from 2023 to 2026. Her professional background includes positions in financial services and leadership roles at First Tech Federal Credit Union from 2014 to 2019, as well as experience at Greater Nevada Credit Union from 2013 to 2014. Rachael holds a California Insurance License, supporting her expertise in financial planning and client advisory services. She is committed to building strong client relationships and providing personalized financial strategies that help clients protect and grow their portfolios. Outside of her professional life, Rachael enjoys camping, cooking and baking, family activities, gardening, motorcycles, and spending time with pets.

Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Randall Massey is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Lincoln Financial Advisors since 2005 and transitioned to Osaic in 2025. Massey maintains an ownership role in Horizon Line Wealth Management, a DBA not yet publicly used. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Michael Roarke is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 12 years with Robert Baird & Co. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

David Lachowski is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2011 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.