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, Oregon, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having previously worked 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Maicy Wear is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, she volunteers as a volleyball coach for young girls at St. Mary’s Academy in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

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 66, Series 63, and Series 65 licenses. Prior to joining LPL Financial, Thomas was involved in the brewing industry as the owner of Yakima Craft Brewing Co DBA Hop Capital Brewing Co for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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® with 22 years of industry experience, currently serving as a financial advisor at Cetera. Her prior work includes roles at Equitable Advisors LLC, Prudential Insurance Company of America, and Principal Life Insurance Company. Outside of advisory work, she owns and operates a coaching and consulting business focused on life and business development, and she provides translation and interpretation services between English and Japanese. Cetera Investment Advisers LLC is a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management across more than 10,000 advisors.

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 with LPL Financial in Milwaukie, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial and its predecessor firms since 2002. Carla serves as a board director for the Portland Rose Festival Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Pierce is a financial advisor at Cetera with seven years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. In addition to his advisory role, he is also a notary. 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 variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

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 at Raymond James Financial in Lake Oswego, OR, with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. Outside of her advisory role, she is a round dancing cuer and instructor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a broad range of implementation options supported by firm research and an extensive affiliate network.

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. He joined the firm in 2026 and has prior experience in education, including roles at Oregon State University, Just Kids Skill Camps, Sunset High School, and Stoler Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform that combines advisory and brokerage capabilities.

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.