Cameron Sippel is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Lewis and Clark Bank and Western Alliance Bank, among other positions in the financial and corporate sectors. 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 and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Outside of advisory work, Resch owns and operates Bloom Revenue, LLC, an independent business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools, offering a broad range of specialized planning options.

Emanuel Grad is a financial advisor with LPL Financial based in Tualatin, Oregon, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at LPL Financial since 2010, with a break from 2017 to 2024 during which he was employed at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Jason Nguyen is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he works as a delivery driver for Uber Eats on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Clark is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones from 2016 to 2024. Outside of his advisory role, Clark coaches youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association in Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Sheldon Ren is a CFP®-designated financial advisor with LPL Financial, based in Tualatin, OR, and has 21 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various management strategies.

Benjamin Waibel is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at Osaic since 2023 and previously spent 13 years at SagePoint Financial. Outside of his advisory work, he is the owner of Forest Hills Wealth, LLC, an entity established for office expenses and payroll. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Martha Caldwell is a CFP® with 22 years of industry experience, currently advising at Raymond James & Associates. Her prior experience includes roles at Merrill and Bank of America, N.A. She is also involved in breeding, training, and sales of dressage horses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles.

Kristopher Gillmore is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fairfield Financial Services, Inc. outside of his advisory role, he plays guitar in a rock band and teaches private guitar lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She has worked with firms including CRI Securities, Minnesota Life Insurance Company, and Northstar Consultants Inc. In addition to her advisory role, she is co-owner and founder of Her Table Wealth and Wellness, a business focused on financial empowerment and education for women. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored 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.

Sang Yoo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing nine years of industry experience. He has worked at Equitable Advisors since 2016 and is also involved with YMJ Group LLC since 2015. Outside of his advisory roles, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton, Oregon areas. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models often implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Janice Swanson is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Principal Life Insurance Company, Ohio National Financial Services, and The ON Equity Sales Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio and platform options.

Philip Trabucco is a financial advisor at Edward Jones in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and KMS Financial Services. His advisory work focuses on managing mutual fund investments for pre-retired and retired clients, with regular portfolio assessments and performance evaluations. OSAIC serves a diverse clientele comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and tools, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Zachary Guinan is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banner Bank, Guardian Life Insurance Company, and Park Avenue Securities. He is licensed as a financial assistant utilizing insurance contracts to meet client needs. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and multiple investment platforms.

Kimberlee Lomas is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, Inc. She also owns Lomas Financial Services, a general insurance agency, and Lomas Accounting Services, through which she refers business to accounting staff. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, providing access to a wide range of investment products and third-party services.

Kelly Dickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked at Intel Corporation and Applied Materials. Kelly is based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gerald Steagall is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.