Abdiwahab Daud is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity, Apple, and various retail and community organizations. He is associated with OnPoint Community Credit Union in a banking role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Michael Morgan is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors and Wells Fargo Clearing. Morgan is based in Portland, OR. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Dolphin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC in 2024 and was employed at Safeway in customer service from 2016 to 2024. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad range of funds and ETFs.

Robert Mc Call Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside his advisory role, he serves as President of the Board of Directors at Tualatin Country Club. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robin Welch is a financial advisor with Thrivent Investment Management in Wilsonville, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2007. Welch serves as a mentor for the Firefighter Cancer Support Network, assisting firefighters and their families affected by cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial topics, offering these services as standalone engagements separate from managed-account programs.

John Whitehead is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Pruco Securities, Mass Mutual Investors Services, Royal Alliance, and Hornor Townsend & Kent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Susan Perry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. Her prior experience includes over three decades at Foresters Financial followed by seven years with Foresters Advisory Services LLC before joining LPL Financial in 2019. She also holds a non-investment role with FINRA in Portland, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.

Carrie Scott is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. She is also a 50% owner of Scott Wealth Management, a business related to her Cetera work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment approaches.

Raymond Sich is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services and Piper Sandler & Co. He serves on the FINRA Continuing Education Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, emphasizing structured financial planning and a variety of investment solutions.

Kathryn Lichty is a financial advisor with Osaic Wealth in Portland, OR, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Royal Alliance Associates for 12 years and has been involved with Resource Financial Planning, Inc. since 2005, where she serves as president. Lichty is also president of Resource Insurance Services, Inc., advising clients on life insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various program offerings and a complex affiliate network.

Valerie Lyons is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at Merrill from 2011 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Henry Murphy is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2015, with a two-year tenure at City National Bank from 2021 to 2023. Outside of his advisory role, he rents his primary residence to sellers of the home for short-term stays. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers and offers a range of advisory programs with various portfolio management options.

Sumedha Arekar is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Floberg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them understand and achieve success in their financial lives. He leads the Floberg Fisher Group, a wealth management team that provides customized guidance and in-depth strategy. The team emphasizes a planning-based approach, focusing on understanding each client's unique goals and financial circumstances to create actionable plans that guide clients toward their distinctive visions. Matthew has received multiple recognitions from Forbes, including being named one of the Best-in-State Wealth Advisors for several consecutive years and acknowledged as one of the Best-in-State Wealth Management Teams in 2026. His role involves overseeing strategy and execution in areas such as portfolio management, retirement income planning, legacy planning, philanthropic planning, tax minimization, and liquidity management. He and his team strive to provide integrity and reliability in service, seeking to offer clients both direction and reassurance. A graduate of the University of Oregon with a bachelor's degree, Matthew holds several professional designations, including the Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his community through organizations such as Friends of the Children, Jesuit High School, and St. John Fisher School.

Kristopher Sleeman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Waddell & Reed, Inc. for approximately 11 years. Outside of his advisory role, he is listed as an agent for his wife's business, Element Design & Strategy, though he does not have operational responsibilities there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs including municipal and public-finance advisory services.

Jeffrey Inglis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial plans that align with each client's unique ambitions and priorities. His approach centers on connecting clients to the appropriate people, plans, and processes to pursue their personal goals. Jeffrey helps clients with various financial objectives, including planning and funding education, retirement lifestyle planning, managing potential health care costs, and developing long-term family strategies. He emphasizes simplicity and transparency in the investing process to make wealth planning approachable and effective. He holds a Bachelor's Degree from the University of Oregon and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jeffrey enjoys adventure sports, baseball, basketball, football, golfing, music, scuba diving, spending time with his family, traveling, and woodworking.

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

John Nelson is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2003 and also works with The Commerce Company as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities. Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering. Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.