Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Randall Barkhurst is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including long-term tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in health insurance sales and property and casualty insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated platform.

Daymon Halstead is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Equitable Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Bethany Cichy is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she maintains a hobby-focused Instagram account dedicated to paper crafting and planner supplies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Tina Thom is currently a Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she focuses on creating a productive and engaging workplace by empowering associates and partnering with clients to work toward their financial goals. Her experience at Fidelity Investments spans several roles since 2018, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects her involvement in various aspects of financial services and client relationship management. Tina holds a California Insurance License, supporting her work within the financial industry.

Grant Anthony is a financial advisor with LPL Financial based in Hillsboro, OR. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Chicago Capital Funds and held various roles outside the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and managing Strauch Investments LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes 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 discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party sources.

Christopher Rask is a CFP® with 28 years of experience in the financial services industry. He has been with LPL Financial since 2020 and previously worked at Wells Fargo Advisors for five years. 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 advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bryan Brumund is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He has over 25 years of experience in financial services, focusing on helping individuals achieve their personal financial goals through customized planning. Bryan's professional background includes positions such as Vice President of Sales at Resource Securities from 2016 to 2019, Regional Director roles at Steben & Company, Structured Investment Products America, LLC, Goldman Sachs, and AFBA Investment Management Company, as well as a Regional Sales Representative at Scudder Investments. Earlier in his career, he worked as a Chicago Board of Trade Runner at Linnco Futures Group. He holds a California Insurance License.

Zachary Mullnix is a CFP® and Series 66 registered financial advisor with six years of industry experience. He is currently with Charles Schwab in Lake Oswego, OR, where he has worked since 2022. His prior experience includes roles at Ameriprise, Equitable Advisors, AXA Advisors, and various positions related to outdoor recreation and sports. Outside of his advisory work, Mullnix occasionally works as a dog sitter and walker. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary management options.

Wendy Wells is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Charles Schwab and Co., Inc. and has prior experience at Fidelity Investments and Lincoln Financial Advisors. Wells serves as a Director at Large for the Oregon Porsche Club of America, where she participates in communications and community outreach activities. Charles Schwab 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. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational resources.

Kevin Parisi is a financial advisor at LPL Financial with six years of industry experience. He previously worked at Edward Jones for six years and spent nine years with Enterprise Rent-A-Car Company of Sacramento, LLC. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Johnathan Hausinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent five years at WinCo Foods LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Jack Eggers is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Thrivent Financial and has experience in entrepreneurial and sports-related businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Damon Mapes is a financial advisor at LPL Financial in Hillsboro, Oregon, holding a Series 66 credential with 25 years of industry experience. His prior firms include Cetera and Columbia State Bank. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Geoffrey Creighton is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Portland, Oregon area. He specializes in investment planning for retirement and works with a team of dedicated specialists to help clients achieve their financial objectives and provide exceptional service. Geoffrey focuses on legacy planning, liquidity management, managing new wealth, and retirement income. He has more than 14 years of experience advising clients through multiple and complex market cycles. His investment philosophy centers on minimizing risk while generating consistent total return for clients, using a defined process that employs time-tested, results-oriented strategies. Geoffrey holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Asset Management Specialist™ (AAMS®) designation, and the Personal Investment Advisor (PIA) designation. Geoffrey earned a Bachelor's degree from Oregon State University with a concentration in Finance. An Oregon native, he lives in Portland and participates in local charitable events. His personal interests include adventure sports, basketball, biking, golfing, hiking, reading, running, skiing, spending time with family, and traveling.

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Tyler Andrews is a CFP® with nine years of experience in financial advising. He is currently with Cetera and has previously worked at ClearFP Securities, Lion Street Advisors, and Woodbury Financial Services. In addition to his advisory role, he is involved in insurance sales and provides insurance services through affiliated businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Donald Westlund is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Westlund works, serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Mitchell Rask is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and over 27 years of industry experience. He previously worked at Wells Fargo Advisors for five years and has owned Rask Enterprises, LLC since 1993. Outside of advisory services, he owns a business called Pala Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.