Erik Jones is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after five years at Delphos and previous positions including work at Johns Hopkins School of Advanced International Studies and service with the U.S. Peace Corps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies across multiple platform arrangements.

Andrew Miller is a financial advisor at Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Miller works, advises individuals, families, pensions, corporations, and charitable organizations through a combination of consulting and portfolio services. The group tailors investment strategies to client goals and risk tolerances, offering a range of management options including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services.

Joshua Ulmer is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Oswego, Oregon. He has 23 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ulmer participates in a Fidelity Investments group that collaborates quarterly with senior management to improve the 401(k) platform experience for financial advisors. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jue Hua Yau is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Edward Jones for 11 years and Cadaret, Grant & Co., Inc. for 5 years. Outside of her advisory role, she is involved with Holistic Financial Solutions, a business she operates in conjunction with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

Gregory Timmons is a financial advisor at Edward Jones in Canby, OR, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management.

Jason Newnham is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterling Alliance Wealth Partners, Eaton Vance, and Columbia Threadneedle. In addition to his advisory work, he owns Perspectives Wealth LLC, an investment support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and has a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Tyler Grant is a CFP® certificant and holds Series 63 and Series 65 licenses, with two years of experience in the financial services industry. He is currently with OSAIC and previously worked at Von Borstel & Associates, Inc., ZoomInfo, LLC, and Concordia University Portland. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms for both discretionary and non-discretionary account management.

Kimberly Perreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with business owners and young families to develop personalized financial strategies that accommodate their busy lifestyles and focus on achieving financial independence. Kimberly emphasizes collaboration with clients' attorneys and CPAs to create integrated, efficient strategies that help clients pursue their long-term financial goals. Kimberly holds a Bachelor of Arts degree in Economics from the University of California at Berkeley. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2002 and has over 15 years of experience in financial services. Additionally, she holds the Personal Investment Advisor (PIA) credential. Outside of her professional commitments, Kimberly volunteers within her community and enjoys activities such as bikram yoga, hiking with her children, spending time on the water, and reading.

Shawn Mangum is a financial advisor with Edward Jones in Lake Oswego, Oregon, holding Series 66 and Series 63 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he is the owner of Mulligan LLC, a real estate company involved with state historical restoration compliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a comprehensive range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Winfred Hayes II is a Series 66-licensed advisor at Charles Schwab with one year of industry experience. His background includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as previous positions in the automotive industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by a large-scale, integrated operational structure.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Stephen Wilmot is a CFP®-designated financial advisor with LPL Financial in Clackamas, Oregon, bringing 41 years of industry experience. He has been associated with Seasons Financial Group and LPL Financial since 2002. Outside of advising, Wilmot serves as a tour host and is a board member of Western Seminary, a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Scherzinger III is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with Raymond James Financial in Lake Oswego, OR. His prior experience includes roles at Umpqua Bank and Cetera. He is also involved with Columbia Wealth Advisors in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting supported by firm research and outside managers. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a distinctive focus on advisory services rather than discretionary management.

Joshua Wilson is a Series 66-licensed financial advisor with Raymond James Financial, based in Tigard, Oregon. He has three years of industry experience, including roles at Resolute Private Wealth and Raymond James Financial Services. Prior to his financial career, Joshua spent five years at Liberty University and five years at Wolsey Hall Oxford. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary services that include risk-based reviews and specialized programs for small businesses and institutional clients.

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 at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

Lucas Kidwell is a Series 66 licensed financial advisor with Edward Jones in Oregon City, OR, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

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.