Dallas Hogensen is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of experience at UBS. His prior work history includes roles at Felux Inc., Revenue Collective LLC, Signal HQ, Lyft Inc., Impraise, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jacob Berg is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles at MassMutual Life Insurance Company and Mass Mutual Oregon, as well as prior experience in educational and hospitality settings. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also features specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning services.

Teri Moomaw is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in client advice.

James Wright is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Edward Jones, Fisher Investments, TD Ameritrade, and Fidelity. In addition to his advisory role, he serves as a Medicare advisor with NW Medicare Advisors, assisting individuals eligible for Medicare enrollment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Aimee Keeney is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 and Series 63 credentials and has previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Equitable, Axa Advisors, and Great Harvest Bread Company. 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.

Douglas Sippel is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL in 2006, he worked at Ridgeback Capital Management from 2004 to 2006. Outside of advisory work, he serves as president and coach at Leadership Transitions, LLC, a leadership coaching business. 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 institutions. The firm offers a wide range of financial planning and investment programs supported by technology tools and oversees substantial assets with a large network of advisors.

Joshua Bostic is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. He is also involved in rental home activities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to various program structures and third-party money managers.

John Miller is a financial advisor at Edward Jones in Portland, OR, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of his advisory role, he owns farmland rental property in Waterloo, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Laura Dix is a financial advisor with LPL Financial in Woodburn, Oregon, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a business unrelated to investments. 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, incorporating model portfolios, third-party asset management, and institutional platforms.

Jack Wilding is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at D.A. Davidson & Co. and Fortis Lux Financial. His background also includes roles outside finance, such as working at the University of Oregon and Redtail Golf Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Bethany Abeln is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside her advisory role, she is a partner in a Family Limited Partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches, with assets under management exceeding $1 trillion.

Dustin Tanquary is a Wealth Management Advisor and founding partner of The Barsotti Tanquary Group at Merrill Lynch Wealth Management. He works with individuals, families, and businesses, providing tailored wealth planning and asset management services. Dustin adopts a planning-based approach focused on understanding client objectives and creating comprehensive Wealth Management Analyses that encompass retirement income planning, growth and accumulation strategies, college savings plans, tax minimization, and legacy planning. Dustin began his career at Merrill Lynch Wealth Management in 2011. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Exit Planning Advisor® (CEPA®). He graduated from the University of Oregon with a degree in Finance. Dustin served as the Financial Advisor Development Program Coordinator for the Oregon Market from 2017 to 2019. In addition to his professional pursuits, Dustin is a native Oregonian who lives in Portland with his family. He enjoys traveling, golfing, baseball, and spending time with his family. Dustin has been named to the Forbes "Best-in-State Wealth Advisors" list and the Forbes "Top Next-Generation Wealth Advisors Best in State" list multiple times between 2022 and 2026 as a member of The Barsotti Tanquary Group.

Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. 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 financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Robert Baird since 2012, with prior positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he is involved in managing several LLCs that hold rental properties. Matthew is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager oversight.

Tom Brattain is a financial advisor with OSAIC in Portland, OR, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at SII Investments, The Guidance Group, and Securities America Advisors. He is also the owner of The Guidance Group, which provides life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various asset-allocation and portfolio management tools across multiple advisory platforms.

Calen Kolb is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisers Inc. since 2017. He is also associated with Kruse Woods Financial Partners, where he serves as an operations manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work as well as a range of advisory programs.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Dean Woolworth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over thirty years of financial and investment experience, having begun his career in 1993. Prior to joining Merrill Lynch, Dean worked at a Fortune 500 company and as a CPA with a Big Four accounting firm. He holds a Bachelor's Degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound and holds the Personal Investment Advisor (PIA) designation. Dean's client focus includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on understanding clients' personal goals to develop personalized financial strategies. Dean values the relationships he builds with clients, viewing them as dear friends, and he leverages a team of professionals to tailor strategies to individual family needs. A native Oregonian, Dean lives with his wife and two teenage sons. Outside of work, he enjoys outdoor activities available in Central Oregon and staying fit. A sports fan, he supports both the Beavers and the Ducks, as well as the Portland Trail Blazers and Portland Timbers. He finds fulfillment in learning about his clients' families, businesses, goals, and dreams and collaborating with them to develop plans that support their long-term objectives.

Daphne Borger is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pfs Investments Inc. and Primerica Financial Services since 2010. Prior to her financial services career, she was employed at Rite Aid for 38 years. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model portfolio strategies managed by unaffiliated asset managers.