Sojourn Breneiser is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Breneiser held roles at EssilorLuxottica, Alpine Motors, Visoneering Technologies, and Essilor Laboratories of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large national network of advisors and branch offices.

Jerry Reder Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003, with prior experience at Veravest Investment Advisors, Inc. from 1999 to 2003. Outside of advisory work, he is involved in outside sales of non-variable insurance and operates under the DBA Laurus Financial Group LLC and Reder Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms.

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, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2004, following a one-year tenure at WS Griffith Securities, Inc. Berry also operates under the DBA Berry Wealth, which is approved by LPL and used for his securities trading activities. 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 investment solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Panitch is a financial advisor at Morgan Stanley in Vancouver, WA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Citigroup Global Markets and various Morgan Stanley entities dating back to 2003. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

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® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to that, he worked with Waddell & Reed and various insurance carriers at W&R Insurance Agencies from 2011 to 2018. He is also involved in a non-investment business entity, C.L. Moyer, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Evan Connell is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and Finity Group, LLC prior to joining LPL Financial. He serves as president of the Party With a Purpose Foundation and is involved with the Phi Delta Theta Fraternity alumni committee and as president of his homeowners association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform that supports both discretionary and non-discretionary investment strategies.

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, holding a Series 66 designation and 27 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and leadership of several business entities including WRV Limited, LLC and Heed Group, LLC. He has also served on advisory councils and foundations related to Clark County vocational education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, and institutions, employing various investment strategies and supported by extensive research and technology tools.

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. for 13 years each and at Equitable Advisors for 3 years. In addition to his advisory work, he is a licensed insurance agent and also works as a fitness instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and third-party asset management through a large network of investment adviser representatives.

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 designations and having 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates an investment-related business under Heritage Capital Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Justin Royster is a Series 65-licensed advisor at Fisher Investments with 15 years of industry experience. He has been with Fisher Investments since 2009. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, with strategies that include tax-aware processes and defensive tactics to manage risk.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within various Morgan Stanley entities since 1992, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a director for Crossroads Community Church, a nonprofit organization. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages trillions in client assets and offers a broad range of investment and financial planning programs.

Joseph Williams is a financial advisor with LPL Financial in Camas, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Charles Schwab, spanning over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.