Bruce Swayze is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at KMS Financial Services, Inc., and Securities America Advisors, Inc. He serves as the court-appointed financial guardian for his granddaughter, overseeing her restricted account. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports legacy platform programs and multiple advisory platforms.

Richard Lee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Raymond James and related firms since 2018 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Lee also provides financial advice through Addison Avenue Investment Services, where he dedicates significant time supporting client needs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting program.

Christopher Mueller is a financial advisor with Ameriprise in Beaverton, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mueller is also involved in independent insurance brokering with UnitedHealthCare. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and employs algorithmic automation overseen by a Retirement Income Oversight Committee.

Lucas Flick is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Oregon State University, Gee Automotive Portland XI LLC, and Axa Advisors, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and 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, with investment strategies supported by internal research and technology, including artificial intelligence.

David Mc Kinley is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Justin Berry is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has held various roles since 2010, including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory work, Berry acts as an agent and broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lori Black is a financial advisor with Edward Jones in Lake Oswego, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining one of the largest networks of financial advisors and branch offices in the industry.

Matthew Brodsky is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data, with investment options influenced by its affiliated product network.

Brandon Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge and its related entities since 2008 and also maintains involvement with Financial Reserve, Inc., where he serves as an independent insurance agent. Additionally, Erickson owns SolidGoldUnicorn, a business specializing in sports trading card sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a varied client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Zachary Beck is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior roles include seven years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. He is also involved in estate management as an executor for family estates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding on implementation through various brokerage and advisory programs.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Kassin Mosbrucker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the City of Lake Oswego and has held various positions in both public and private sectors. He is also a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Dale Nelson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, Nelson serves as a volunteer firefighter for the Woodburn Fire District and volunteers at the Belle Passi Cemetery Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party money manager programs to construct diversified portfolios tailored to client needs.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Jau Der Tsai is a financial advisor with LPL Financial based in Clackamas, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Matthieu Armstrong is a financial advisor with J.P. Morgan Securities in Beaverton, Oregon. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, LLC, as well as a position at Amazon and a brief involvement with The Lodge at Cascade Brewing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.