Andrew Frazier is a financial advisor with LPL Financial in Milwaukie, OR, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sii Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Daniel Ruediger is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with Sonnenberg Farm, LLC, a horse training, boarding, and breeding facility. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-supported recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Tyler Armstrong is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He spent 10 years at Morgan Stanley and its affiliated private bank before joining Raymond James and OnPoint Investment Services in 2025. Armstrong is also a bank associate with OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal advisory services and innovative plan-level solutions.

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Northwestern Mutual Investment Services LLC and worked in dental and chiropractic office settings. 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, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by model portfolios, research, and various investment strategies.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jeffrey Capellen is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Raymond James Financial in Tigard, Oregon. He has operated several related entities since 2014, including Project Discovery LLC, Jeffrey Capellen PC, and Kruse Woods Financial Partners. Capellen is also a partner in Project 3.0. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

John Gall is a financial advisor with RBC Capital Markets in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and offers a range of advisory programs and investment options.

Emily Mcdonald is a financial advisor with LPL Financial and holds a Series 66 designation. She has 13 years of industry experience, including previous roles at Single Point Financial Advisors and Securities America. Outside of her advisory work, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Carrie Mullins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. Mullins is also a co-owner of Sisters Properties, LLC. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by research and various portfolio management strategies.

Christopher Bourn is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

Gregory Kimura is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 66 credentials and 23 years of industry experience. He has worked at Cambridge since 2017 and previously spent a decade with SII Investments, Inc. Outside of his advisory role, Kimura serves as a high school sports official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers various portfolio management strategies across multiple platforms and maintains proprietary and third-party model strategies while supporting advisor business relationships that include legal and accounting referrals.

Derek Melvin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. Melvin is also associated with Finity Group LLC, an advisory firm he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

Katelin Walker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, OnPoint Community Credit Union, and Edward Jones. Outside of her advisory work, she has experience in the restaurant industry with Gino's Restaurant. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research and investment models.

Lexi Stangel is a financial advisor at OSAIC with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at The Legacy Group, Ltd., Securities America, Inc., and Oregon Wealth Management. Outside of her advisory work, she is a part-owner of Yamhill Valley Vineyards and a member of the Lake Oswego Rotary Club and the Milwaukie-Portland Elks Club. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a variety of investment options and third-party platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts.

Roger Molatore is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and implemented through a combination of in-house and third-party investment managers.

Tyler James is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, Tyler is involved with the Oregon Zoo Foundation and its related bond political action committee, and he owns a business named Warbler Enterprises. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored Recommendation Reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Cole Kimball is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2011 to 2026 before joining LPL Financial in 2026. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. 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, and retirement plan consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Gregory Mc Millin is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has eight years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory role, he is involved as a Pyro Technician managing fireworks displays in Happy Valley, Oregon, and serves as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.