Matthew Brodsky is a financial advisor with Ameriprise in West Linn, OR, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations in partnership with its advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge and its related entities since 2008 and also maintains involvement with Financial Reserve, Inc., where he serves as an independent insurance agent. Additionally, Erickson owns SolidGoldUnicorn, a business specializing in sports trading card sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a varied client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Zachary Beck is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior roles include seven years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. He is also involved in estate management as an executor for family estates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding on implementation through various brokerage and advisory programs.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Kassin Mosbrucker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the City of Lake Oswego and has held various positions in both public and private sectors. He is also a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Dale Nelson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, Nelson serves as a volunteer firefighter for the Woodburn Fire District and volunteers at the Belle Passi Cemetery Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party money manager programs to construct diversified portfolios tailored to client needs.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Jau Der Tsai is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Matthieu Armstrong is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, Bank of America, and Amazon. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Brandon Chase is a financial advisor with Edward Jones in Canby, Oregon, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation rental properties in Pigeon Forge, Tennessee, and Columbia Falls, Montana, which are managed by third-party companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jack Williams is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Evergreen P&O and Joshua's Pest Control, as well as academic positions at Oregon State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Davis Siliga is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Rollins is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial 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, delivering recommendations through a centralized consulting team in partnership with advisors.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Richard Hall is a CFP®-designated financial advisor with UBS Financial Services, based in Lake Oswego, Oregon, and has 21 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.

Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 2021. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.