Daniel Ruediger is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with Sonnenberg Farm, LLC, a horse training, boarding, and breeding facility. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-supported recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Tyler Armstrong is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He spent 10 years at Morgan Stanley and its affiliated private bank before joining Raymond James and OnPoint Investment Services in 2025. Armstrong is also a bank associate with OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal advisory services and innovative plan-level solutions.

Peter Perkins is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, INC., various insurance carriers with W&R Insurance Agencies, and community work with Financial Beginnings and Central Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Colby Anderson is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Anderson worked as an independent contractor for Door Dash. Outside of advising, Anderson has experience in wild land firefighting and various service roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Noah Dickinson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Equitable Advisors, and other firms since 2024. Outside the financial sector, he owns Noahfest LLC, a wedding event business based in Portland, Oregon. Merrill, along 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jeffrey Greene is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes six years at First Republic Investment Management and related entities prior to joining J.P. Morgan in 2023. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Noel Brown is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked across multiple Morgan Stanley entities since 2007 and serves on the advisory board of The Investment Integration Project, a consulting group based in Massachusetts. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Holly Blanchette is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, and she has experience connected to organizations such as the Coeur d'Alene Symphony Orchestra, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers various managed solutions, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branches nationwide.

Daniel Florence is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities in Portland, OR since 2012. 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 affiliated brokerage and investment management capabilities.

Devin Uskoski is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Tyler Church is a financial advisor at Morgan Stanley in Vancouver, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its Private Bank since 2016. 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, managing approximately $2.74 trillion in client assets.

Amber Stream is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is associated with Cornerstone Advisors NW, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Lesley Pickens is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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 supported by structured discovery and firm-approved tools.

Stephan Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for nine years. Outside of advising, he is a co-owner of a CPA firm specializing in tax preparation and manages his own LLCs related to his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jack Johnson is a financial advisor with Ameriprise in Wilsonville, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at MML Investor Services, MassMutual Life Insurance, Northwestern Mutual, and has experience outside the financial industry including employment with the City of West Linn and retail positions. He also assists with the operation and sales of Double Circle Spirits, a distillery in West Linn. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Reece Boyce is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. Prior to joining Cetera, he worked at Deloitte Consulting LLP. He also serves as an employee and office manager at Boyce Financial Group LLC, a financial planning services business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Frances Mc Kay is a CFP®-designated financial advisor at Edward Jones in Portland, OR, with 12 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. before returning to Edward Jones, where she has been since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Melvin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. Melvin is also associated with Finity Group LLC, an advisory firm he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

John Wade is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 22 years of experience in the industry. His prior roles include tenures at Merrill Lynch, Oppenheimer, Raymond James, and Ameriprise. He is currently based in Portland, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with various financial products through multiple compensation arrangements.