David Pierce is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Moss Adams, Aspen Capital, and the University of Portland prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Lee Han is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Tesla and Stantec. His credentials include the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Crystal Learfield is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alice Hayhurst is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a wide range of clients and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Miyoko Segawa is a CFP®-certified financial advisor with 16 years of industry experience and has been with LPL Financial since 2002. She holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Stutes is a financial advisor with LPL Financial in Canby, Oregon, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with Cornerstone Wealth Management and operates Stutes Investments Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Martha Caldwell is a CFP® with 22 years of industry experience, currently advising at Raymond James & Associates. Her prior experience includes roles at Merrill and Bank of America, N.A. She is also involved in breeding, training, and sales of dressage horses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles.

Amanda White is a financial advisor at Edward Jones in Oregon City, Oregon, holding the Series 66 designation with one year of industry experience. She has worked at Edward Jones since 2019 and has prior experience in various roles outside the financial industry, including positions at McDonald’s, Target, AmWay, and Jimmy Johns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brent Abney is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the nonprofit A Solid Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicole Lolich is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Ameriprise since 2011, including its subsidiary Ameriprise Financial Services, Inc. There are no additional notable outside activities reported. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, algorithm-assisted retirement income advice through a centralized consulting team.

Tyler Morano is a financial advisor at Edward Jones in West Linn, Oregon. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to his current role, he spent six years at Oregon State and four years at Granada High School. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lawyer is a financial advisor at Stifel in Portland, OR, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at D.A. Davidson & Co. for 14 years before joining Stifel in 2024. Outside of his advisory role, he serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising and managing the endowment fund. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Daniel Nordstrom is a CFP®-certified financial advisor with LPL Financial, based in Oregon City, OR, and has eight years of industry experience. He previously worked at Elevate Wealth Advisors from 2014 to 2017. He is also a licensed notary. 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 a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Lynne Page is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones since 2003. Outside of her advisory work, she facilitates small groups focused on parenting, restoration, and financial management at East Hill Foursquare Church and serves as a budget coach using Crown Financial Ministries materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.

Darren Ford is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ford serves on the Board of Directors for A Solid Foundation. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.