Robert Scherzinger III is a CFP® professional affiliated with Raymond James Financial with nine years of industry experience. He has worked at multiple financial institutions including Raymond James Financial Services Advisors, Columbia Bank, Cetera, and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs in municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Joshua Wilson is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with Resolute Private Wealth and Raymond James Financial Services since 2023. Prior to his advisory career, he spent five years at Liberty University and five years at Wolsey Hall Oxford. Outside of investment advisory, he provides financial planning and advice services through Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary, tailored planning using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting.

Sara Tanner is a financial advisor at LPL Financial with 33 years of industry experience. She holds the CFP® designation and has previously worked at Foresters Financial and Foresters Advisory Services. In addition to her advisory role, she is involved with Firenze Wealth Management and Firenze Insurance Solutions. 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, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Robert Chavez is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management options and affiliated asset managers.

Rebecca Miller is a financial advisor with Merrill in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Eichenbaum is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves as president of Eichenbaum Bateman Larkin CPAs LLC, where he manages business operations and provides tax preparation, accounting, and forensic accounting services. He is also treasurer of the Oregon Defense Attorney Consortium. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sebastian Araguas is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo Advisors, Morgan Stanley, and Apple, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management using multi-asset model portfolios and a centralized operational structure.

Alex Sheppard is a CFP® with 25 years of experience in the financial industry, currently with Cambridge Investment Research Advisors since 2009. He serves as an independent insurance agent and provides non-investment advice related to career, budgeting, and personal management. Sheppard also holds a leadership role as a past president of the Kruse Way Rotary nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio solutions and model-based strategies.

John Lee is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Key Investment Services and KeyBank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Randall Young is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Maicy Wear is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, she volunteers as a volleyball coach for young girls at St. Mary’s Academy in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Megan Stuart is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

John Paul Daly is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his role at Ameriprise, Daly manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice to deliver personalized, non-discretionary retirement recommendations.

Jacquelyn Pasciak is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding Series 63 and Series 66 credentials and with 29 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she provides career and networking counseling, budgeting and goal management advice through Financial Reserve Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals using proprietary and third-party strategies across various platform arrangements.

Eddie Arroyo Pascual is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience in several positions within Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, and Relationship Manager in 2022. His financial career also includes experience as a Relationship Banker at Wells Fargo from 2019 to 2022 and as a Commercial Banking Intern at US Bank from 2018 to 2019. Eddie focuses on helping clients in the local community define and achieve their unique financial goals. Utilizing the extensive resources of Fidelity, he works to develop tailored plans that align with each client's definition of success. Outside of his professional responsibilities, Eddie has interests in fitness and soccer.

Daniel Pierce is a financial advisor at Cetera with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera in 2025, he worked at Wells Fargo in various capacities from 2016 to 2025. Outside of advising, he is a notary. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and retirement services.

Eric Purcell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His background includes roles at The Vanguard Group and multiple positions within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Julie Stiers is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial since 2015 and works with Metis Wealth Advisory Group since 2018. Outside of her advisory role, she is involved in teaching and cueing round dancing. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports institutional consulting and portfolio management through a broad network of advisors.

Aaron Pearson is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2011 in various capacities within the Wells Fargo organization. He holds additional ownership interests in wealth management and financial planning practices. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu utilizing proprietary research and tools, with services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis.