Roxanne Waterman is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 39 years of industry experience. She has previously worked with Securities America Advisors, Inc. and has been involved with Waterman & Associates, Inc. since 1994. Waterman is a charter member of Soroptimist International of the Americas, an organization focused on supporting women and girls. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering advisory and brokerage services across various financial planning and investment programs. The firm utilizes a model-based investment approach with portfolio optimization tools and offers access to multiple custodial arrangements and alternative investments through third-party platforms.

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 CFP®-designated financial advisor with six years of industry experience. He is currently with Charles Schwab in Portland, OR, having worked previously at J.P. Morgan Securities, Fidelity Investments, and Edward Jones. Prior to his financial career, he was involved with Clive Coffee for four years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Robert Monaco is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer Inc. and ADP LLC. Outside of his primary role, he is also a sales representative for ADP Strategic Plan Services, LLC, providing investment management and advisory services to plan sponsors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management backed by proprietary research and capital market insights.

Tim Clairmont is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with various firms including Lion Street Advisors and Fortis Investors, and is an author and public speaker. In addition to his advisory role, he serves as treasurer on the board of the MDRT Foundation and holds elected political office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, including access to third-party money managers and bespoke portfolio solutions.

Nolan Meeuwsen is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Citigroup Global Markets. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ian Hubbard is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, INC. He is also a vice president and passive owner of Finity Group, LLC, where he is involved as an independent insurance agent. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Terry Morrison is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Chris Bouma is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to co-create financial plans and simplify their financial situations, enabling clients to make informed decisions aligned with their goals. Chris has been with Fidelity Investments since 2021. Prior to joining Fidelity, Chris worked as a Financial Advisor at AIG Life & Retirement during two periods, from 2009 to 2013 and again from 2019 to 2021. His experience in financial consulting encompasses planning and advising clients on retirement and life insurance products. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.

Edwin Turnquist is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for D.A. Davidson & Co. for 11 years before joining Stifel in 2024. Outside of advisory work, he manages Turnquist Hospitality, LLC, overseeing hotel operations, and serves as a general partner in Turnery Properties I, LLLP, which operates a hotel in Minneapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Eric Peterson is a CFP® with 19 years of experience in the financial services industry, currently serving as an advisor at Edelman Financial Engines in Portland, OR. His prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, The Mutual Fund Store, and Guardian Life. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and discretionary management alongside non-discretionary online advice.

Dana Mathews is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has a background that includes roles at Meta Platforms and R/GA Media Group. Outside of financial advisory work, Mathews is co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated offerings. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Rebecca Horn is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at LPL Financial since 2006. She also teaches investing and personal finance classes through Clackamas Community Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.