Beau Gunderson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of experience in the financial industry, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory work, he serves as the head coach for the freshman boys basketball and baseball teams at Clackamas High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by technology tools, with implementation of recommendations arranged separately.

Tyler Harmon is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kieric Wilcox is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked at Coffee Cottage and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to support non-discretionary recommendations for clients approaching or in retirement.

Constantin Capellas II is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Penn Mutual, and Hornor, Townsend & Kent. He is also involved in the sale of life, health, disability, and long-term care insurance through Pacific Capital Resource Group, Inc. and Columbia Group Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction, providing both discretionary and non-discretionary account management.

Clinton Coleman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shiloh Kamrath is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Waddell & Reed and Over and Strauch. Kamrath is also a notary public in the state of Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

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.

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.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and has a background at the Packaging Corporation of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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 at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing since 2016 and briefly at Worldview Wealth Advisors in 2007. Outside of his advisory role, Buell is involved in health and wellness through a personal training business he co-owns and serves as president of two homeowners associations in Portland, Oregon. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with a broad range of planning needs, including specialized services for business owners and individuals with unique financial situations.

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.

Gary Buczkowski is a CFP® with 29 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. He owns Cascade Wealth Advisors, LLC, an investment advisory business, and serves on the Finance Council board. Additionally, he provides pro bono financial planning through the Foundation For Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and tax-aware withdrawal strategies.

Ross Eng is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Raymond James & Associates since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by comprehensive research and multiple portfolio management styles.

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.