Jarrad Smith is a financial advisor with J.P. Morgan Securities in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at JPMorgan Chase Bank, N.A. He has also been involved in a skincare business owned by his spouse, assisting with banking transactions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Craig Lewelling is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and 32 years of industry experience. Before joining LPL Financial in 2020, he worked for Sagepoint Financial, Inc. for 11 years. Lewelling also serves as an instructor at a community college. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jeremy Fanders is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers and Cetera Investment Services since 2019. Prior to that, he was self-employed and worked at Foresters Financial. Outside of advising, he is a musician and a 50% owner of the bands Flagrant Orange and Rock Haven. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program structures and affiliations.

Emma Ware is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at Heritage Wealth Strategies, Heritage Bank, Softball University, Home Depot, Pacific Lutheran University, and Glencoe High School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Jordan Bean is a financial advisor with Mass Mutual Investors Services in Lake Oswego, Oregon. He holds a Series 66 designation and began his advisory career in 2025. Prior to entering the financial industry, Jordan worked at JB-TCG for six years and held positions at Domino's Pizza and Jimmy Johns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a structured, collaborative approach to client engagement.

Matthew Jung is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to joining Raymond James in 2020, he worked for Waddell & Reed and various insurance carriers for over two decades. Outside of his advisory role, he is president of Harlin & Jung Inc. and CEO of PDX Wealth Management, both based in Lake Oswego, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Ramin Rouhbakhsh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2016. Rouhbakhsh is involved with Tallus Wealth Management, including non-variable insurance services, and is connected to Wealth Scientific, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a broad range of advisory programs and financial services, utilizing various management approaches and research resources.

Patrick Hale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at several firms including Columbia Bank and Cetera Investment Services. In addition to his advisory role, he is an associate at Columbia Wealth Advisors, part of Columbia Holding Company and Umpqua Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports specialized advisory programs including municipal and public finance services.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Jennifer Ming is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Merrill in 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Mcglinn is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank N.A. from 2012 to 2021. Outside of his advisory role, he is involved in property management as an owner and manager of real estate in Salem, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mitchell Hurley is a financial advisor at Ameriprise with eight years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at J.P. Morgan Securities and Moda Health. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Zarykk Davis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles outside of the financial services industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC, a legal services firm, since 2012. In addition to his advisory work, he serves as a notary and is active in legal services through his firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristin Quinn is a financial advisor at Wells Fargo Advisors in Portland, OR, with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024 and at Williams Sonoma Inc. from 2012 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of financial planning and investment services. The firm offers a broad planning menu that includes cash-flow, retirement, education, and specialized planning for business transitions and other specific client needs.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Adam Anderson is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and previously spent nine years at RBC Capital Markets Corporation. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Wesley Peltzer is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

David Thomas is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Washington County Community Corrections and WestCare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.