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 at OSAIC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates and Resource Financial Planning, Inc., where she serves as president. Outside of her advisory role, she is president of Resource Insurance Services, Inc., advising clients on life insurance and annuity products. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to multiple investment platforms and third-party money managers.

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.

Roxanne Waterman is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 designations and has a lengthy career including roles at Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, an organization focused on humanitarian efforts supporting women and girls. OSAIC serves a diverse clientele ranging from individual investors to institutions, offering a wide array of brokerage, advisory, and managed account services. The firm employs asset-allocation tools and risk-tolerance analysis in constructing portfolios that may include various investment vehicles and supports both discretionary and non-discretionary management options.

Michael Carrano is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2010. He initially entered the financial advisory industry in 2003 and founded Carrano & Associates at Merrill to emphasize a consultative approach and a focus on client relationships. Originally from Wisconsin, he has been based in Portland since 2005. Michael holds several professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Accredited Asset Management Specialist (AAMS). He also holds a Bachelor's Degree from the University of Wisconsin La Crosse. In his role, he seeks to connect all aspects of clients' financial lives to help prioritize and pursue their goals. Outside of his professional work, Michael is involved in community volunteer activities and enjoys recreational pursuits such as fishing, hiking, golfing, gardening, and playing bocce with family and friends in the Pacific Northwest.

Tiffany Helleson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets Inc. since 2007 before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and market outlook models.

David Grove II 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 Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

Monica Spady is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She worked for UBS Global Asset Management for 20 years prior to joining UBS Financial Services in 2022. Outside of her advisory role, she serves on the boards of the Oregon Historical Society and Women in Wine, acting as treasurer for the latter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Benjamin Piff is a financial advisor with Charles Schwab in Portland, OR, holding CFP®, Series 65, and Series 66 credentials and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, Edward Jones, and a four-year period at Clive Coffee. Charles Schwab & Co., Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.