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.

Katrina Stump is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and City National Bank. Outside of her advisory role, she manages a sole proprietorship related to childcare responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

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.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Brandon Chase is a financial advisor with Edward Jones in Canby, Oregon, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation rental properties in Pigeon Forge, Tennessee, and Columbia Falls, Montana, which are managed by third-party companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Garth Ahern Hendryx is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Novogradac, and has a background that includes periods of full-time education and employment at Randstad. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and is noted for its use of AI and systematic methodologies in investment processes.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Klavins is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is the owner of an LLC that acquires hunting property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Riquelmi Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Key Investment Services LLC, MassMutual Life Insurance Company, Edward Jones, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Richard Hall is a Certified Financial Planner (CFP®) with 22 years of industry experience, currently affiliated with UBS Financial Services since 2015. Based in Lake Oswego, OR, Hall has a background that includes association with a community credit union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to customize plans aligned with clients' goals and risk tolerances.

Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 2021. 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, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, OR, with five years of industry experience and a Series 66 designation. His work history includes roles at Financial Advocates Investment Management and Merrill Lynch. He has also worked outside finance, including positions at Darden (Olive Garden) and Conversa Spain. 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, financial planning, and brokerage services with both discretionary and non-discretionary management options.

David Perez is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2010. Outside of his advisory role, he serves as a co-successor trustee on a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services with a variety of portfolio management styles.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

John Olson is a financial advisor at LPL Financial in Clackamas, OR, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and NBC Securities. Outside of his advisory role, he is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management strategies.

Lance Steinberg is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining LPL Financial in 2017. Steinberg also manages Northwest Robo Advisors, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by extensive research and technology applications.