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.

Dustin Marlett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 12 years of industry experience. His prior roles include positions at DuPont Wealth Advisors, Wells Fargo Advisors, and Edward Jones. He serves on the advisory board of a nonprofit focused on estate planning and gifting strategies for alumni. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal finance advisory and SIMPLE IRA employer consulting.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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 in Tigard, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley. Minervini also operates Minervini Investments, LLC, a business unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Stephen Carbaugh is a financial advisor with Ameriprise in Clackamas, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Edward Jones, StanCorp Equities, Standard Insurance Company, and Wells Fargo. Outside of his advisory work, he is involved in managing his Ameriprise business ownership activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with financial advisors to produce recommendation reports leveraging proprietary research, third-party data, and algorithmic tools.

Philip Resch is a financial advisor at Ameriprise in Clackamas, OR, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Keybank, Bretz RV & Marine, and multiple positions at the University of Montana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data to guide investment and withdrawal strategies.

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.

Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

Kodi Hermann is a financial advisor with LPL Financial in Tualatin, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Oregon Pioneer Federal Credit Union, Phillips & Company, and earlier tenure at LPL Financial. Outside of advising, he serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Van Laningham is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at SigFig Wealth Management, Buckingham Strategic Wealth, Government Portfolio Advisors, and Morley Capital Management. He is also licensed as an Oregon Life and Health Insurance Producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of asset classes managed on either a discretionary or non-discretionary basis.

Matthew Asay is a financial advisor with Edward Jones in Milwaukie, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 strategies, separately managed accounts, and affiliated mutual funds, and is notable for its large network of financial advisors and branch offices.

Diego Rystadt is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial and Northwest Delta LLC, as well as a year at DoorDash before entering the financial sector. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Madeline Rosser is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, she held positions at the World Forestry Center and Metro Regional Government, among others. Rosser 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 offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and oversight.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages KJ Kalin, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anelia Kaloferova is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 10 years and currently serves as a Client Service Manager at Anderson Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to align strategies with client goals and supports these through various advisory programs and institutional consulting services.

Henry Jung is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. In addition to his advisory work, he provides income tax return preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services supported by various investment platforms and tools.

Scott Warner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Signator Financial Services, and Pacific West Financial Consultants. Outside of advising, he is involved in farming and operates a trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools and research.