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.

Natalie Berning is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been associated with Raymond James and its affiliated entities since 2015. In addition to her advisory role, she works with OnPoint Investment Services, providing sales and service of non-deposit investment products to members of OnPoint Community Credit Union. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm provides tailored, primarily non-discretionary advisory services and maintains a notable involvement in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Kevin Kalin is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns KJ Kalin, Inc., which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, point-in-time retirement income recommendations through a centralized consulting team.

Anelia Kaloferova is a financial advisor with Raymond James Financial Services Advisors, Inc. and Anderson Wealth Management Group, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She previously worked at D.A. Davidson & Co. for ten years. Outside of advising, she is an owner of a rental real estate property managed by a third party. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and asset allocation analysis.

Henry Jung is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He is also engaged in income tax return preparation as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Warner is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in farming and operates a trucking business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ali Panahpour is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved with SPKH LLC, an investment entity focused on real estate, stocks, bonds, and other securities. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and asset allocation models.

Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years before joining LPL Financial in 2021. Samsa also operates a non-variable insurance business. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Donna Feuerherdt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. Her prior experience includes roles at State Farm and managing a financial advisory business, Metis Wealth Advisory Group. She also works directly with MassMutual in a non-variable insurance capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory and implementation-support services.

Brett Mc Neil is a Series 66 licensed advisor with Edward Jones in Tigard, Oregon, where he has worked since 2022. He has three years of industry experience and previously spent 13 years at Nike Inc. Outside of his advisory role, he teaches martial arts through his business, Willamette Bujinkan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Breunig is a Senior Vice President, Senior Financial Advisor, and the Senior Resident Director of the Merrill Lynch Wealth Management office in Lake Oswego, Oregon. He began his career at Merrill Lynch Wealth Management in 2011 and has held his current role since 2016. Jeremy also serves a three-year term on the Resident Director Advisory Council to Management from 2023 through 2025, representing all Merrill Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to guide them through important financial decisions. He emphasizes a disciplined and intentional process tailored to each client's values and objectives, providing services such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy planning. Jeremy aims to deliver personalized, relationship-driven advice to help clients align their financial resources with their life goals. He earned his degree from the University of Minnesota Twin Cities. Jeremy is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. In his personal time, he enjoys activities such as baseball, boating, camping, fishing, football, golfing, music, skiing, spending time with his family, and traveling.

Daniel Dunham is a CFP®-designated financial advisor with Raymond James Financial, based in Lake Oswego, OR, and has 21 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed for 16 years. Outside of advisory work, he serves as CFO for two support companies, PDX Wealth Management and Harlin & Jung, Inc., and works as a life insurance agent with Securian Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm focuses on financial planning and non-discretionary investment consulting, offering tailored recommendations through a range of implementation options supported by firm research and extensive affiliate resources.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.

Michele Kaiser is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she manages rental properties in the Portland, OR area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Guy Crooks is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at SII Investments, Inc. from 2016 to 2018 before joining LPL Financial, where he has been since 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Jason Downey is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role, he worked at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the investment committee of the Beaverton Rotary's charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured tools and market modeling techniques.

Chad Fensler is a financial advisor with Raymond James Financial Services Advisors, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is involved as an agent recommending life insurance policies and serves as treasurer for the Koven Heights Home Owners Association. He also co-owns a LLC formed to acquire a building used for his financial planning business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and performs risk-based reviews with tailored, non-discretionary investment recommendations.

Andrew Alfonso is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for 14 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.

Tobias Beck is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has a long tenure within the Wells Fargo organization, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. He holds ownership stakes in two investment-related ventures in Lake Oswego, Oregon. 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 range of planning services using proprietary research, tools, and simulation models, allowing clients to select how to implement tailored recommendations through various advisory and brokerage programs.