Nicholas Hymel is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Russell Loeb is a financial advisor with Edward Jones in Oregon City, Oregon. He holds the CFP® designation along with Series 65 and Series 66 licenses and has 26 years of industry experience. Loeb has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Jared Tjaden is a financial advisor with LPL Financial in Sandy, Oregon, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with EUC Inc., a business entity reported for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms.

Marilyn Morrissey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with LPL Financial. Her background includes roles at Avantax Investment Services, 1st Global Advisors, and operating The Morrissey Group, LLC since 1982. She is also involved in tax preparation and accounting through The Morrissey Group LLC. 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 a range of advisory and brokerage services with a diverse platform that includes model portfolios, third-party asset management, and institutional programs.

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2004. Byrd also operates a DBA business under Byrd Financial Group related to his advisory work. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. 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 through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has held roles at Ameriprise, Uber Technologies, Lyft, and From Here to There, Inc. before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon. He holds the ChFC® designation and Series 63 license and has 35 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. for one year. He also operates under the DBAs Byrd Financial Group and Oak Tree Financial in Portland, Oregon. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Hannah Held is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Edward Jones and Beneficial State Bank. Outside of her advisory role, she is involved with Ubetcha Entertainment, a company that hosts corporate casino nights. 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 portfolio programs, and institutional platforms, supported by a large 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.

Robin Jacobson is a financial advisor with Edward Jones in Oregon City, OR, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Jacobson is involved in film production, sourcing and producing local pilots and short films through Rising Films Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Hayley Porter is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at BPG Wealth Management and in the David Douglas School District. Porter is involved in multiple business activities related to investment advisory and insurance product sales, including roles with BPG Wealth Management and The 401(k) Girls. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a complex corporate structure and multiple advisory platforms.

Paul Churilla is a financial advisor at LPL Financial with one year of industry experience. He previously worked for nineteen years at Brake Hughes Bellermann LLP. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

Lucas Forristall is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years with Cummins Inc. Outside of his advisory role, he owns and operates a hobby farm in Oregon, raising hogs, chickens, dogs, and horses. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jeff Carter is a financial advisor with LPL Financial in Oregon City, Oregon, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2004 and previously was with Wamu Investments and Securian Financial Services. Outside of his advisory role, he is involved with EquityCraft Innovations, LLC, a non-investment-related home-based business. 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 and access to third-party asset management, supporting advisors with research, model portfolios, and technology tools.

Michael Landis is a financial advisor with Thrivent Investment Management and holds the Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Principal Securities Incorporated, Principal Life Insurance Company, and Waddell & Reed Inc. Outside of his advisory work, he serves as President of the Gladstone Education Foundation, which supports educational programs in the Gladstone, Oregon community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Harley Mann Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 29 years before joining OSAIC in 2018. His other business activities include insurance brokerage focusing on fixed annuities, long-term care, disability, and non-variable life insurance sales. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and investment solutions. The firm employs asset-allocation tools and third-party managed-account platforms to construct diversified portfolios across various asset classes.