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.

Harold West is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, KMS Financial Services, and Sumner Financial Group. Outside of his advisory role, he serves as president of Estate Analysts Ltd and acts as a power of attorney for a family member. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, employing asset-allocation tools and multiple investment vehicles, with portfolios managed on discretionary or non-discretionary bases.

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 in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and DuPont Wealth Advisors. He serves on the advisory board of a nonprofit school, assisting with strategies for estate planning and alumni gifting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and has specialized programs for small businesses alongside municipal and public finance capabilities.

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, 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.

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 with a Series 66 credential and one year of industry experience. His background includes roles in education and various service positions prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

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 at LPL Financial with 27 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked at Ameriprise and Oregon Pioneer FCU, with a combined 13 years at LPL Financial. Hermann also serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment management approach.

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 at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is based in Milwaukie, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.