Lee Ann Orozco is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Edward Jones, she worked at Stryv LLC and Integranium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, wrap fee strategies, and affiliated investment products under a fiduciary standard.

Daniel Levine is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. Outside of finance, he operated Levine Photography LLC for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Zachary Craven is a financial advisor with Fidelity in Tigard, OR, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Farmers Financial Solutions, Farmers Insurance, and Northwestern Mutual. He has also been involved with VetBadger since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Derek Driver is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at The Walt Disney Company and Intel Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with LPL Financial in Portland, OR, holding a Series 66 credential and 22 years of industry experience. She has been affiliated with LPL Financial since 2008 and operates through Financial Advocates Advisory Services and Financial Advocates Investment Management since 2011. Outside of financial advising, she serves as vice president and secretary of an upholstery business transitioned to an S corporation. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Outside of his advisory role, he is employed with Mt Hood Meadows and the Multnomah Athletic Club, where he has been involved in health, welfare, and recreational activities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes structured tools and models to help clients develop financial plans, with clients responsible for implementation and updates.

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 industry experience, currently affiliated with LPL Financial since 2008. He is based in West Linn, OR, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a beekeeping and flower sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, OR, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LPL Financial since 2010. Klein also serves as a custodian and financial advisor for his niece's inherency and is a business owner of Klein Wealth Management, Inc. 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. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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. Her prior roles include positions at Waddell & Reed and various independent practices. Outside of advising, she also serves as an administrative associate supporting office operations for Bridgetown Wealth Management, an LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

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 based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management strategies.

Katelyn Galante is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She 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 independent contract work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

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 in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.