Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. 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 representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Christopher Wehbey is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2014. He is co-owner of KPCW LLC, through which he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools within a defined investment universe.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, and Waddell & Reed, Inc. He is based 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Schuler is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that use firm-approved tools and models.

Jerry Reder Jr. is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been involved with Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003. Outside of advisory work, he has conducted outside sales of non-variable insurance and operates a related business under Reder Financial Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Noah Puggarana is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Groundworks Industries and The Hilt Bar and Grill, as well as service with the Oregon Post Adoption Resource Center. He also acts as a Successor Trustee for an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and investment tools, serving clients through a network of Investment Adviser Representatives.

Thomas Berry is a financial advisor with LPL Financial in Clackamas, OR, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Stephen Panitch is a financial advisor with Morgan Stanley in Vancouver, Washington, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including multiple roles within Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Thomas Grover is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Relationship Manager in 2024. Before joining Fidelity, Thomas was a Financial Advisor at Corebridge Financial from 2020 to 2024. His approach to financial planning centers on understanding clients' goals and values to develop strategies tailored to their unique circumstances and risk tolerance. He emphasizes providing objective guidance and a comprehensive range of options to help clients make informed decisions with confidence. Thomas holds a California Insurance License. Outside of his professional work, he enjoys camping, movies, museums, traveling, and volunteering.

Christopher Moyer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in Portland, OR. He has worked at LPL Financial since 2018 and previously served at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Outside of his advisory work, he operates C.L. Moyer, LLC, a non-investment related business entity. 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 with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Evan Connell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over nine years combined. Connell serves as President of the Party With a Purpose Foundation board and is involved with his local Phi Delta Theta fraternity alumni committee and homeowners association board. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Kirk Tambara is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver data-driven, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Harry White III is a financial advisor with LPL Financial based in Vancouver, WA, holding a Series 66 designation and with 27 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wrv Limited, LLC and Lifeline Connections, among other roles. Outside of his advisory work, he has been involved with business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers various advisory and brokerage services, including financial planning and retirement consulting, and utilizes model portfolios and research from internal and third-party sources.

Jaxon Kyle is a Financial Advisor based in Portland and serving clients across the Pacific Northwest. He works with executives, business owners, and professionals, helping them build retirement, equity compensation, and wealth transfer strategies tailored to their individual needs. Jaxon's practice focuses on retirement planning, managing equity compensation and concentrated stock, and coordinating estate and wealth transfer plans. He holds a Bachelor's degree in Finance from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaxon is committed to building long-term relationships with clients, serving as a trusted resource through every stage of their financial journey. Outside of his professional work, Jaxon enjoys chess, football, golfing, running, and skiing.

Bob Jones is a Series 66 licensed financial advisor with Edward Jones in Milwaukie, OR, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brendan Thorson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and has additional work experience at Mt. Hood Meadows. Outside of his advisory role, he is involved in fixed insurance products including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 with access to both affiliated and third-party managers.

Peter Seelig is a financial advisor with LPL Financial in Portland, OR, holding Series 65 and Series 66 credentials and 28 years of industry experience. He previously worked at Fenton, Wangler Financial and Sii Investments, Inc. from 2005 to 2018. Outside of advising, he is also a fitness instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management.

Wesley Upton is a CFP®-designated financial advisor with Ameriprise in Portland, OR, having six years at the firm and four years of industry experience. His prior work includes roles at Tualatin Hills Parks & Rec District and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Cameron Bachelder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.