Kermit Knight is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2017, following his start at Wells Fargo Bank NA in 2016. 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. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Justin Abell is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working in agriculture-related businesses and with FedEx. Abell is based in Lake Oswego, Oregon, and began his advisory role with LPL Enterprise in 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Jonathan Leslie is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Enterprise. His work history includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. He operates out of Lake Oswego, Oregon. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining adviser programs with brokerage and insurance product sales through an integrated platform.

Martha Knapp is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved with Martha Knapp Studios, a business based in Tigard, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

George Scherzer is a financial advisor at Robert Baird & Co. with 48 years of industry experience. He has been with Robert Baird & Co. since 2014. Scherzer holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Trevor Looney is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He holds the CERTIFIED FINANCIAL PLANNER™ designation and works collaboratively with clients to prioritize financial goals, analyze their current financial situation, and discuss appropriate strategies to help them make intentional decisions about their money. Trevor's professional experience spans several roles in the financial services industry, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2021 to 2024. Prior to that, he worked with Umpqua Investments, Inc., Wealthbridge Advisors, Key Investment Services, LLC, and Johnstone Financial Advisors in various advisory capacities from 2007 onward. He is licensed with the California Insurance License. Outside of his professional career, Trevor has interests in cars, comedy, reading, and scuba diving.

Kelly Hovland is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Hovland spent 13 years at Nestle Health Science. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Bethany Mergogey Gilbertson is a financial advisor at Robert Baird & Co. with a Series 66 credential and has been in the industry since 2023. Her prior work experience includes roles at GXO, VillaSport, and Amazon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlays, supported by home-office research and technology tools.

Robert Seibert is a financial advisor with LPL Financial based in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is involved in non-variable insurance sales. 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 model portfolios, research, and multiple management approaches.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Larry Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he participates in speaking engagements at churches and church-related events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs backed by research and model portfolios, along with various wealth management and retirement solutions.

Mark Hildebrandt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Sherwood, Oregon. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Patrick Niedermeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 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. Outside of his advisory role, he serves as co-trustee for his sister and trustee for his father in investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jack Maas is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. His background includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior roles outside finance such as with the U.S. Soccer Federation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and formal alternative-investment processes.

Wayne Sackley is Vice President, Wealth Planner at Fidelity Investments, where he works with high net-worth families to evaluate the impact of their financial decisions and support them in pursuing their goals. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current position starting in 2023. Prior to joining Fidelity, Wayne held positions as an Account Executive at Valic from 2000 to 2011 and as a Retirement Consultant at Aon - Godwins Securities from 1990 to 1999. He holds a California Insurance License. Outside of his professional responsibilities, Wayne's personal interests include parenthood, sailing, and traveling.

Maximo Minervini is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley. He is also involved with Minervini Investments, LLC, a separate business entity not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Zachary Israel is a Financial Consultant at Fidelity Investments, where he focuses on helping clients clearly understand their investment goals and crafting financial plans tailored to their needs. He has held various roles at Fidelity Investments since 2023, including Planning Consultant and Financial Representative. Prior to joining Fidelity, Zachary worked as an Investment Counselor at Fisher Investments from 2019 to 2023 and as a Financial Associate at Thrivent Financial from 2016 to 2019. His experience spans multiple facets of financial planning and investment management. Outside of his professional work, Zachary has interests in baseball, football, hiking, parenthood, pets, and skiing.

Taylor Van Doorninck is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at firms including Voya Financial Advisors and Foresters Financial and is the owner of TVD Wealth Strategies Incorporated. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Albert Korb is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Korb serves on the Board of Directors of the Multnomah Village Business Association as a board member at large. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Douglas Jenkins is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.