Deborah Jenkins is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Katherine Fisher Schultz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is the owner of a residential property currently rented to a family member under a divorce agreement. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal services.

Quinn Kelso is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kelso worked at Starbucks Coffee Company for six years and Subway for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kassandra Grove is a Series 66 licensed financial advisor with Morgan Stanley, based in Lake Oswego, OR, and has four years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work at Al's Garden and Home and the University of Portland. Outside of advising, she is an officer at Grove Custom Fabrication LLC, a construction and engineering business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Trevor Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a FINRA arbitrator, administering dispute resolution related to investor complaints. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering both discretionary and non-discretionary solutions across multiple program platforms.

Jacob Berg is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles at MassMutual Life Insurance Company and Mass Mutual Oregon, as well as prior experience in educational and hospitality settings. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also features specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning services.

Teri Moomaw is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in client advice.

James Wright is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a Medicare advisor through a separate activity, assisting individuals enrolling in Medicare. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Kimberly Cimmiyotti is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. In addition to her advisory work, she is a notary and operates a business entity, Cimmiyotti Financial, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides diverse advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Aimee Keeney is a financial advisor with LPL Financial in Tigard, OR, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2024, as well as at Equitable and Axa Advisors in 2020. From 2014 to 2020, she was associated with Great Harvest Bread Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and advanced technologies.

Douglas Sippel is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Tualatin, Oregon. Outside of his advisory role, he serves as president and coach for Leadership Transitions, LLC, a leadership coaching business. 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 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 in-house and third-party research.

Joshua Bostic is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. He is also involved in rental home activities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to various program structures and third-party money managers.

John Miller is a financial advisor at Edward Jones in Portland, OR, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of his advisory role, he owns farmland rental property in Waterloo, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and over 25 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. Thomson serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored income, Social Security, and tax-smart withdrawal recommendations. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted advice primarily for clients holding assets in Ameriprise managed accounts.

Laura Dix is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party resources.

Dustin Tanquary is a Wealth Management Advisor and a founding partner of The Barsotti Tanquary Group at Merrill Lynch Wealth Management. He has been in the financial industry since starting his career at Merrill Lynch Wealth Management in 2011. Dustin works with individuals, families, and businesses, focusing on a planning-based approach that begins with a clear understanding of clients' objectives. His services include retirement income planning, growth and accumulation strategies, college savings plans, tax minimization, and legacy planning. Dustin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Certified Exit Planning Advisor® (CEPA®) designation. He graduated from the University of Oregon with a degree in Finance. Throughout his career, Dustin has been recognized by Forbes on several occasions, including being named to the "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors Best in State" lists. A native Oregonian, Dustin lives in Portland with his family. He enjoys spending time with his family, traveling, golfing, and supporting local sports teams.

Brady Suddendorf is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2022, following positions at UBS Financial Services, Custom Pro Logistics, and Towne Properties. 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 and financial planning services that incorporate structured discovery processes and firm-approved tools to assist clients in modeling financial outcomes.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2012. Outside of his advisory role, he owns and manages several rental property LLCs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.