Jacquelyn Pasciak is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding Series 63 and Series 66 credentials and with 29 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she provides career and networking counseling, budgeting and goal management advice through Financial Reserve Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals using proprietary and third-party strategies across various platform arrangements.

Toshie Miura is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Equitable Advisors, Prudential, and Principal Financial Services. Outside of financial advising, she owns a business providing self-development seminars, coaching, consulting, and publishes related books, as well as offering translation and interpretation services between English and Japanese. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various model portfolios, third-party managers, and customizable investment strategies.

Eddie Arroyo Pascual is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience in several positions within Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, and Relationship Manager in 2022. His financial career also includes experience as a Relationship Banker at Wells Fargo from 2019 to 2022 and as a Commercial Banking Intern at US Bank from 2018 to 2019. Eddie focuses on helping clients in the local community define and achieve their unique financial goals. Utilizing the extensive resources of Fidelity, he works to develop tailored plans that align with each client's definition of success. Outside of his professional responsibilities, Eddie has interests in fitness and soccer.

Carla Stenberg is a financial advisor at LPL Financial with 27 years of industry experience. She has been with LPL Financial and its predecessor entities since 2002. Stenberg holds Series 63 and Series 66 credentials. She serves as a director on the Portland Rose Festival Foundation board. 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 and third-party asset management, supported by extensive technology and a large network of financial professionals.

Daniel Pierce is a financial advisor at Cetera with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera in 2025, he worked at Wells Fargo in various capacities from 2016 to 2025. Outside of advising, he is a notary. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and retirement services.

Eric Purcell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His background includes roles at The Vanguard Group and multiple positions within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Julie Stiers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Raymond James since 2004 and was previously associated with Metis Wealth Advisory Group. Outside of her financial advisory role, she is involved in round dancing as a cuer and instructor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized capabilities in municipal finance and employer advisory programs.

Aaron Pearson is a CFP® professional with 22 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2011 in various capacities within the Wells Fargo organization. He holds additional ownership interests in wealth management and financial planning practices. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu utilizing proprietary research and tools, with services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis.

Joshua Tsujimura is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes positions at Oregon State University, Papa Johns, and Journeys, as well as operating a collectibles business, JCT Collectibles. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, managing more than $256 billion in assets across various program structures and investment options.

Shawn Downey is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Downey serves on the board of the St. Clare School Endowment Committee and volunteers as a track and cross-country coach and council member for the Catholic Youth Organization (CYO). Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and income source analysis. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Kristi Van Vleck is a financial advisor with Ameriprise in Aurora, OR, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory role, she serves as CEO of KVV Golden Rule Enterprises LLC, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Drew Bergemann is a financial advisor with LPL Enterprise, holding a Series 66 designation and no prior industry experience. His background includes work at Oregon State University and involvement with Just Kids Skill Camps. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and consulting services.

Francisco Valdivieso is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and research to support its retirement-income consulting.

Deborah Jenkins is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Katherine Fisher Schultz is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She previously worked at Morgan Stanley for seven years and Citigroup Global Markets for five years. Outside of her advisory role, she owns a residential property managed under a rental agreement. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Quinn Kelso is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Quinn worked for six years at Starbucks Coffee Company and three years at Subway. Quinn holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds unique roles such as registration with the CFTC and advisory responsibilities for multiple registered investment companies.

Kassandra Grove is a Series 66 licensed financial advisor with Morgan Stanley, based in Lake Oswego, OR, and has four years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work at Al's Garden and Home and the University of Portland. Outside of advising, she is an officer at Grove Custom Fabrication LLC, a construction and engineering business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Trevor Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a FINRA arbitrator, administering dispute resolution related to investor complaints. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering both discretionary and non-discretionary solutions across multiple program platforms.

Dallas Hogensen is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of experience at UBS. His prior work history includes roles at Felux Inc., Revenue Collective LLC, Signal HQ, Lyft Inc., Impraise, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.