Bradley Welter is a Series 66–credentialed financial advisor with 12 years of industry experience. He has worked at Thrivent Investment Management since 2014 and at THRIVENT Financial since 2015. He is based in Portland, Oregon. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michele Kaiser is a Series 66 licensed financial advisor with Edward Jones in Tualatin, OR, and has 20 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branches.

Jason Downey is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role, he worked at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the investment committee of the Beaverton Rotary's charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured tools and market modeling techniques.

Chad Fensler is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Raymond James since 2014. Outside of his advisory role, he is involved in managing small business ventures related to his financial services activities and serves as treasurer for a local homeowners association. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Alfonso is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 advisors.

Tobias Beck is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has a long tenure within the Wells Fargo organization, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. He holds ownership stakes in two investment-related ventures in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research, tools, and simulation models, allowing clients to select how to implement tailored recommendations through various advisory and brokerage programs.

Erik Jones is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after five years at Delphos and previous positions including work at Johns Hopkins School of Advanced International Studies and service with the U.S. Peace Corps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base 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 using both proprietary and third-party strategies across multiple platform arrangements.

Andrew Miller is a financial advisor at Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Miller works, advises individuals, families, pensions, corporations, and charitable organizations through a combination of consulting and portfolio services. The group tailors investment strategies to client goals and risk tolerances, offering a range of management options including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services.

Joshua Ulmer is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Oswego, Oregon. He has 23 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ulmer participates in a Fidelity Investments group that collaborates quarterly with senior management to improve the 401(k) platform experience for financial advisors. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Kerrick Jaquith is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, he owns and operates Western Accounting & Tax Solutions, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities across multiple program structures.

Russel Stigall is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at True Private Wealth Advisors and Papa Murphy's. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Grant is a CFP® certificant and holds Series 63 and Series 65 licenses, with two years of experience in the financial services industry. He is currently with OSAIC and previously worked at Von Borstel & Associates, Inc., ZoomInfo, LLC, and Concordia University Portland. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms for both discretionary and non-discretionary account management.

Kimberly Perreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with business owners and young families to develop personalized financial strategies that accommodate their busy lifestyles and focus on achieving financial independence. Kimberly emphasizes collaboration with clients' attorneys and CPAs to create integrated, efficient strategies that help clients pursue their long-term financial goals. Kimberly holds a Bachelor of Arts degree in Economics from the University of California at Berkeley. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2002 and has over 15 years of experience in financial services. Additionally, she holds the Personal Investment Advisor (PIA) credential. Outside of her professional commitments, Kimberly volunteers within her community and enjoys activities such as bikram yoga, hiking with her children, spending time on the water, and reading.

Winfred Hayes II is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and has prior experience in the automotive sales industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive integrated structure with centralized custody and operational support.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Robert Scherzinger III is a CFP® professional affiliated with Raymond James Financial with nine years of industry experience. He has worked at multiple financial institutions including Raymond James Financial Services Advisors, Columbia Bank, Cetera, and Umpqua Bank. 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 offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs in municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Joshua Wilson is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with Resolute Private Wealth and Raymond James Financial Services since 2023. Prior to his advisory career, he spent five years at Liberty University and five years at Wolsey Hall Oxford. Outside of investment advisory, he provides financial planning and advice services through Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary, tailored planning using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting.

Sara Tanner is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation along with Series 63 and 66 licenses. She has 33 years of industry experience, including 26 years at Foresters Financial and two years at Foresters Advisory Services before joining LPL Financial in 2019. Tanner is also involved with Firenze Wealth Management and Firenze Insurance Solutions, operating as an agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Robert Chavez is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management options and affiliated asset managers.

Rebecca Miller is a financial advisor with Merrill in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.