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 at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Edward Jones, Fisher Investments, TD Ameritrade, and Fidelity. In addition to his advisory role, he serves as a Medicare advisor with NW Medicare Advisors, assisting individuals eligible for Medicare enrollment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

Kimberly Cimmiyotti is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at LPL Financial in Clackamas, Oregon. She has been with LPL Financial since 2010. Outside of advisory services, Kimberly is also a notary and operates a business entity for tax and investment purposes under Cimmiyotti Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customizable strategies.

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.

Graham Frank is a financial advisor at Raymond James Financial in Lake Oswego, OR, holding a Series 66 designation. He joined Raymond James in 2026 and has an academic background with several years affiliated with Oregon State University and Purdue University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs alongside specialized municipal and public-finance services.

Aimee Keeney is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Equitable, and Axa Advisors. Outside of her advisory role, she has experience in the food retail industry, having worked at Great Harvest Bread Company for six years. 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 provides a range of advisory and brokerage services, utilizing a broad investment platform that includes model portfolios, third-party asset management, and customized strategies.

Douglas Sippel is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL in 2006, he worked at Ridgeback Capital Management from 2004 to 2006. Outside of advisory work, he serves as president and coach at Leadership Transitions, LLC, a leadership coaching business. 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 institutions. The firm offers a wide range of financial planning and investment programs supported by technology tools and oversees substantial assets with a large network of advisors.

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 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Laura Dix is a financial advisor with LPL Financial in Woodburn, Oregon, 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 business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms.

Jack Wilding is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson & Co. and Fortis Lux Financial. Outside of finance, his background includes roles in education and sports management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Dustin Tanquary is a Wealth Management Advisor and founding partner of The Barsotti Tanquary Group at Merrill Lynch Wealth Management. He works with individuals, families, and businesses, providing tailored wealth planning and asset management services. Dustin adopts a planning-based approach focused on understanding client objectives and creating comprehensive Wealth Management Analyses that encompass retirement income planning, growth and accumulation strategies, college savings plans, tax minimization, and legacy planning. Dustin began his career at Merrill Lynch Wealth Management in 2011. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Exit Planning Advisor® (CEPA®). He graduated from the University of Oregon with a degree in Finance. Dustin served as the Financial Advisor Development Program Coordinator for the Oregon Market from 2017 to 2019. In addition to his professional pursuits, Dustin is a native Oregonian who lives in Portland with his family. He enjoys traveling, golfing, baseball, and spending time with his family. Dustin has been named to the Forbes "Best-in-State Wealth Advisors" list and the Forbes "Top Next-Generation Wealth Advisors Best in State" list multiple times between 2022 and 2026 as a member of The Barsotti Tanquary Group.

Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Robert Baird since 2012, with prior positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he is involved in managing several LLCs that hold rental properties. Matthew is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager oversight.

Calen Kolb is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisers Inc. since 2017. He is also associated with Kruse Woods Financial Partners, where he serves as an operations manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work as well as a range of advisory programs.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.