Maximo Minervini is a financial advisor with LPL Financial in Tigard, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley. Minervini also operates Minervini Investments, LLC, a business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Zachary Israel is a Financial Consultant at Fidelity Investments, where he focuses on helping clients clearly understand their investment goals and crafting financial plans tailored to their needs. He has held various roles at Fidelity Investments since 2023, including Planning Consultant and Financial Representative. Prior to joining Fidelity, Zachary worked as an Investment Counselor at Fisher Investments from 2019 to 2023 and as a Financial Associate at Thrivent Financial from 2016 to 2019. His experience spans multiple facets of financial planning and investment management. Outside of his professional work, Zachary has interests in baseball, football, hiking, parenthood, pets, and skiing.

Taylor Van Doorninck is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at firms including Voya Financial Advisors and Foresters Financial and is the owner of TVD Wealth Strategies Incorporated. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Albert Korb is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Korb serves on the Board of Directors of the Multnomah Village Business Association as a board member at large. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed 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 personalized, non-discretionary retirement advice through a centralized consulting team.

Douglas Jenkins is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

Kodi Hermann is a financial advisor with LPL Financial in Tualatin, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Oregon Pioneer Federal Credit Union, Phillips & Company, and earlier tenure at LPL Financial. Outside of advising, he serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Van Laningham is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at SigFig Wealth Management, Buckingham Strategic Wealth, Government Portfolio Advisors, and Morley Capital Management. He is also licensed as an Oregon Life and Health Insurance Producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of asset classes managed on either a discretionary or non-discretionary basis.

Madeline Rosser is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, she held positions at the World Forestry Center and Metro Regional Government, among others. Rosser 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 offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and oversight.

Natalie Berning is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. She is also associated with OnPoint Investment Services, where she offers non-deposit investment products to members of OnPoint Community Credit Union. 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, and institutional clients. The firm offers tailored, non-discretionary planning and has specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

Kenneth Hoiland is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of his advisory role, he serves as a board member of the Mount Hood Forest Home Owners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.

Anelia Kaloferova is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 10 years and currently serves as a Client Service Manager at Anderson Wealth Management Group. 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, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to align strategies with client goals and supports these through various advisory programs and institutional consulting services.

Ali Panahpour is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved with SPKH LLC, an investment entity focused on real estate, stocks, bonds, and other securities. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and asset allocation models.

Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, Oregon, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services and Signator Investors. Samsa has been involved in non-variable insurance activities 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 advisory and brokerage services, including financial planning and access to model portfolios, utilizing a broad network of investment adviser representatives.

Donna Feuerherdt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior experience includes roles at State Farm and Metis Wealth Advisory Group. She maintains an appointment with MassMutual for direct life insurance. 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, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance capabilities.

Brett Mc Neil is a Series 66 licensed advisor with Edward Jones in Tigard, Oregon, where he has worked since 2022. He has three years of industry experience and previously spent 13 years at Nike Inc. Outside of his advisory role, he teaches martial arts through his business, Willamette Bujinkan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Breunig is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2011, he has served as the Senior Resident Director for the Merrill office in Lake Oswego, Oregon, since 2016. In addition to his leadership role, Jeremy serves a three-year term from 2023 through 2025 on the Resident Director Advisory Council to Management, representing Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA®) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to navigate important financial decisions. He develops personalized wealth analyses tailored to each client's circumstances, addressing areas such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy objectives. His approach emphasizes discipline and intentionality to help clients pursue their long-term goals. Jeremy attended the University of Minnesota Twin Cities. Outside of his professional responsibilities, he is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. He enjoys spending time with his family, golfing, traveling, and following sports teams.

Laura Johnson is a financial advisor with Edelman Financial Engines in Vancouver, WA, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines offers technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online programs, and provides sub‑advisory services to other financial institutions.

Daniel Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as Chief Financial Officer of PDX Wealth Management, in addition to holding officer roles at Harlin & Jung, Inc. Dunham also works as an agent for Securian Financial, specializing in life insurance recommendations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting through various advisory programs and supports institutional consulting and portfolio management across a wide advisor network.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.