Joel Janssen is a CFP® professional affiliated with LPL Financial, based in Portland, OR, with 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2018. Outside of his advisory work, Janssen has involvement with a real estate rental 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 consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies with resources from LPL Research and third-party subadvisors.

Peter Hayes is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2009. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory management and retirement plan solutions.

Brian Allen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has worked with Fidelity Investments since 2012, initially serving as a Financial Consultant before his current role. Prior to that, he was a Registered Associate at Morgan Stanley from 2010 to 2012 and began his career as an Investment Banking Analyst at WR Hambrecht & Co. from 2007 to 2010. With over a decade of experience, Brian has worked extensively with high net worth clients, helping individuals and families develop, implement, and maintain financial plans. His professional background reflects a focus on wealth planning and assisting clients in achieving their financial goals. Brian is a Stanford University alumnus and a former professional athlete. Outside of his professional career, he enjoys camping, family activities, fishing, football, hiking, and traveling.

Matthew Brown is a financial advisor at Fisher Investments with 21 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios.

Lesley Tylczak is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she operated Tylczak BANG! and spent six years at the University of Minnesota’s Department of Entomology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Hayden Loboy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wedbush Securities and Fisher Investments. He has also been involved with the Eugene Swim & Tennis Club and other community recreational organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Michael Lindhorst is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients at Merrill Lynch since 1995, offering personalized wealth management strategies tailored to individual investment risk, time horizon, and goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to create comprehensive financial strategies for his clients. Michael holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Mt View High School. Throughout his career, he has utilized Merrill's research and investment platform to build portfolios tailored specifically for his clients. Outside of his professional work, Michael is interested in various adventure sports including biking, fishing, golfing, hiking, hunting, and skiing. He also enjoys spending time with his family and woodworking.

Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Avery Culp is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and having less than one year of industry experience. Prior to joining LPL Financial, Avery’s work history includes roles in education at Point Loma Nazarene University, Clark College, and several other educational institutions. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brennan Turner is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. Turner is also involved with Lake Oswego High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Racheal Perry is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and TCW Funds Distributors prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 and profit-sharing plans, corporations, and charitable organizations.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Whittaker is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously was with AXA Advisors, LLC from 2014 to 2018. Whittaker holds the Series 65 and Series 63 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals offering customized investment strategies and a range of platform options.

Josh Teubner is a financial advisor with Fisher Investments, holding a Series 65 designation and 18 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services using a centralized investment approach.

Heather Hall is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 11 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.

Pauline Ramos is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA. She has been with Fisher Investments since 2014 and has three years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Jonathan Garbarino is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Farmers Insurance Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nathalia Case is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and has prior work experience in retail and education. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.