Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Charles Mason is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been associated with Linsco/Private Ledger since 2006. Mason also operates Stoneridge Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

James Toussaint is a CFP® professional with 35 years of industry experience, currently advising at LPL Financial since 2021. He spent over two decades at Waddell & Reed, Inc., and has served as a board member for the Community Music Center, a nonprofit organization, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Allen Herman is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Bennett, Herman, Geertsen, LLC. Herman is also involved with Herman Investment Management, Inc., a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios to support both discretionary and non-discretionary management.

Jeffrey Elorriaga is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee estimates to support its financial planning process.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Gene Foley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 45 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on self-development and fitness. 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, including model portfolios and retirement plan consulting, with a variety of discretionary and non-discretionary management options.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Russell Murfitt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of advising, he owns a photography business based in Sherwood, OR. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Penelope Doty is a Series 66-credentialed financial advisor with Merrill, based in Lake Oswego, OR, and has 12 years of experience at Merrill. She has a total of 8 years in the industry. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, Wheeler serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including prior work with Global Retirement Partners. Outside of his advisory role, he is involved in a vintage automobile hobby business, trading automobile literature and parts. LPL Financial serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by proprietary and third-party research and strategies.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Gilkey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Prior to joining Raymond James in 2022, she spent 17 years with D.A. Davidson & Co. In addition to her advisory work, she serves as a Client Service Manager at Anderson Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and emphasizes municipal and public-finance expertise uncommon among large institutional firms.

Robert Caldwell is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Price Financial Group and Wealth Management, Inc. Caldwell also engages in insurance and annuity sales through Asset Preservation Wealth and Tax in Lake Oswego, Oregon. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative approach to deliver written recommendations tailored to client goals.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Irini Housiadas is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. She worked for Crown Capital Securities, LP for 10 years prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.