Traci Miller is a Series 66-licensed financial advisor with UBS Financial Services in Beaverton, Oregon, bringing four years of industry experience. Prior to joining UBS in 2021, she worked for Peregrine Sports LLC, associated with the Portland Timbers, from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities, offering comprehensive financial planning and portfolio management solutions.

Kimila Setzer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and previously at K Investment Management, Inc. from 2000 to 2017. Outside of advising, she is an author of fictional books. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money managers.

Brian Holmes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Morgan Stanley in 2026, he worked with ADP Broker Dealer Inc. and ADP, accumulating a total of 17 years in related roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations as part of its standalone planning services.

Tanner Cavaille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Cetera, Crown Capital Securities LP, and New York Life, as well as a 13-year tenure at Sprint prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and consulting services, with access to multiple program structures and custodial relationships, managing over $256 billion in assets.

Emily Aley is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she serves on the board of directors for the American Lung Association in Oregon. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients' Advisory Risk Profiles and utilizing both in-house and third-party investment resources.

Ronnie Cobb is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Joel Rogers is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial industry, having held various roles at Charles Schwab & Co. from 2008 to 2020, including Associate Financial Consultant, Financial Consultant Partner, Specialist in Brokerage Services, and Retirement Plan Services Consultant. Throughout his career, Joel has focused on providing accountability, objective guidance, and serving as a resource to help clients pursue their financial goals. He holds a California Insurance License.

Timothy Davis is a financial advisor at Charles Schwab with 30 years of industry experience. He has held positions at Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. He holds Series 63 and Series 66 registrations and is based in Lake Oswego, Oregon. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Jacquelene Hall is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with RBC Capital Markets since 2015. 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

William Defreitas is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for eight years prior to joining OSAIC. He also sells disability insurance through Guardian and serves as executor of his parents' estate. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm provides various investment solutions including managed accounts and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing.

Kristin Meyer is a financial advisor with Edward Jones in McMinnville, Oregon, holding a Series 66 designation and four years of industry experience. She previously worked at PT Northwest for seven years before joining Edward Jones in 2022. Meyer is the founder of the Women's Investing Network, a collective that hosts monthly events to promote female business owners in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients with a nationwide network of financial advisors and branch offices.

Donald Turk is a financial advisor with Wells Fargo Clearing in Dundee, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer James is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at Raymond James and its affiliated entities since 2018 and previously held positions at Cuso Financial Services and OnPoint Community Credit Union. James is involved with OnPoint Investment Services, offering non-deposit investment products and providing investment advisor associate support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers unique municipal advisory services and specialized retirement plan consulting programs.

Dan Mc Laughlin is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including a 13-year tenure at Key Investment Services. He is also associated with Columbia Wealth Advisors in a non-investment role as a financial advisor. 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 offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation.

Mary Christianson is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional asset classes.

Greg Smith is a Planning Consultant who partners with financial advisors to assist clients in making thoughtful and confident decisions regarding their financial futures. His approach emphasizes clarity, care, and a long-term perspective to ensure alignment with clients' priorities. Greg collaborates with clients to develop personalized plans that reflect their individual goals. He has been working as a Financial Representative at Fidelity Investments since 2024. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Ryan Mccarthy is a financial advisor with Osaic Wealth, Inc. in Portland, OR, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including eight years at Royal Alliance Associates Inc. and several years at Osaic Wealth, Inc. Outside of his advisory work, he serves as a statutory agent for Resource Insurance Services, Inc., advising clients on life insurance and annuity products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services supported by firm-provided asset allocation tools, automated portfolio management, and access to third-party money managers and wrap programs.

Sasha Sedneva is a Planning Consultant at Fidelity Investments, where she collaborates with the local wealth management team to support clients throughout their financial journey. She focuses on helping clients utilize Fidelity's resources to work toward their financial goals. Sasha joined Fidelity Investments in 2023 as a Financial Representative before transitioning to her current role in 2024. Her experience at Fidelity has provided her with insight into financial planning and client service. Outside of her professional work, Sasha has personal interests that include board games, cooking and baking, hiking, tennis, and traveling.

Aimee Funk is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Gregory Hogensen is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory work, he is a partner in businesses related to recreational real estate and vacation home management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.