Derek Driver is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Before joining Wells Fargo, he worked at The Walt Disney Company and Intel Corporation, and earlier at Indiana University Athletics. 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 uses research and analytics to guide diversified portfolio management and offers both brokerage and advisory solutions through a large network of advisors.

John Roberts is Vice President and Financial Consultant at Fidelity Investments, where he has been assisting high net worth clients since 2009. He has worked at the Fidelity Bridgeport Village office for over 16 years, helping clients develop investment strategies and financial plans aligned with their objectives. John's experience at Fidelity includes roles as Vice President, Financial Consultant since 2012, Investment Consultant from 2011 to 2012, Relationship Manager from 2010 to 2011, and Financial Representative from 2009 to 2010. His expertise combines a strong financial planning background with extensive Fidelity experience. He is committed to partnering with clients to understand their goals and support their financial success.

Tuan Nguyen is a financial advisor with Cetera in Tigard, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Steward Partners Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party managers.

Angela Vlach is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Financial Advocates Advisory Services. Outside of advising, she served as vice president and secretary of a family-owned upholstery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, leveraging both proprietary and third-party investment strategies supported by technology and operational tools.

Isabella Augustadt is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where she has worked since 2014. She has seven years of industry experience. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across a range of asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Outside of his advisory role, he is employed at Mt Hood Meadows and is involved with the Multnomah Athletic Club 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 tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandee Pense is a financial advisor at Edward Jones with 2 years of industry experience, holding a Series 66 designation. She previously worked at MORE Realty as a licensed realtor focused on investment and property flipping. Brandee has been with Edward Jones since 2025 and also had an earlier tenure at the firm from 2007 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branch offices across the United States.

Scott McDonald is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2008 and previously spent four years with Edward Jones. Outside of his advisory role, he owns a beekeeping and flower sales business. 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 financial planning and investment management services delivered through a large network of advisers using model portfolios, third-party subadvisors, and customized strategies.

Meghan Leiken is a Series 65 licensed advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management with an emphasis on globally diversified portfolios and centralized investment decisions.

Juliet Weber is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding a Series 66 designation and one year of experience with the firm. Her prior work history includes six years at Mobile One LLC and shorter roles at Petco and Claim Jumper. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various financial planning and consulting services.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, Oregon, holding Series 63 and Series 65 registrations and 27 years of industry experience. Before joining LPL Financial in 2010, he worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, Klein manages the financial affairs of a family member who is a minor. 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, model portfolios, third-party asset management, and institutional platforms.

Sean Ritter is a Series 65-licensed financial advisor with Fisher Investments in Portland, OR, with 14 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Brian Peterson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Umpqua Bank for nine years before joining Edward Jones. Peterson owns a rental property in Milwaukie, Oregon, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Erik Burros is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a head linesman for the Portland Football Officials Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans with services including investment policy preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services and a broader set of financial products than typical institutional advisers.

Sara Blanchard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked in various roles including at Waddell & Reed and in senior living management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm supports its network of over 22,800 advisors through extensive platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

Jonathan Lawry is a CFP® with 22 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Lawry is also co-founder and financial advisor at Lawry De Freitas Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios across multiple asset classes, operating both discretionary and non-discretionary accounts.

Stephanie Hammond is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Hammond also founded Seasons Financial Group, where she has been active since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katelyn Galante is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she operates KDG Enterprises, LLC, a consulting business through which she manages her 1099 income. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm often uses affiliated and unaffiliated sub-advisers and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Christopher Cervetto is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held various positions including roles at Randstad USA, LLC and Shift Operations LLC. He is a member of the Woodstock Community Business Association. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Marcia Smith is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, including 14 years at RBC Capital Markets prior to joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.