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 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Outside of advising, he is the owner of a real estate company involved with state historical restoration compliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Winfred Hayes II is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and has prior experience in the automotive sales industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive integrated structure with centralized custody and operational support.

Paige Wylie is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Her career includes positions at Oregon State University, National Corporate Housing, and Starbucks. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Stephen Wilmot is a CFP® professional with 42 years of industry experience. He has been affiliated with LPL Financial and Seasons Financial Group since 2002. Outside of his advisory work, he serves as a board member for Western Seminary and works as a tour host specializing in trips to Turkey and Israel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic, tactical, and alternative investment approaches.

Robert Scherzinger III is a CFP® professional affiliated with Raymond James Financial with nine years of industry experience. He has worked at multiple financial institutions including Raymond James Financial Services Advisors, Columbia Bank, Cetera, and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs in municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Joshua Wilson is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with Resolute Private Wealth and Raymond James Financial Services since 2023. Prior to his advisory career, he spent five years at Liberty University and five years at Wolsey Hall Oxford. Outside of investment advisory, he provides financial planning and advice services through Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary, tailored planning using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting.

Sara Tanner is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation along with Series 63 and 66 licenses. She has 33 years of industry experience, including 26 years at Foresters Financial and two years at Foresters Advisory Services before joining LPL Financial in 2019. Tanner is also involved with Firenze Wealth Management and Firenze Insurance Solutions, operating as an agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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 with Merrill in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Cuso Financial Services, Wells Fargo Clearing, and Wells Fargo Investments. He serves as a nonprofit board member for the Willamette Valley Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisor-led account management using various investment strategies and provides extensive operational and research tools, alongside a diverse platform of financial products and services.

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.

Randall Young is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation along with Series 63 and 65 licenses. He has 16 years of industry experience, including 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. Lishka operates Lishka Financial, a DBA aligned with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of investment strategies.

Maicy Wear is a financial advisor at Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at Underhill Financial Advisors and Riverfront Investment Group. Outside of her advisory work, she volunteers as a volleyball coach for young girls at St. Mary’s Academy in Portland. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Megan Stuart is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked with Waddell & Reed, Inc. and operated Yakima Craft Brewing Co., a craft brewing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment platforms.