Calen Kolb is a financial advisor with Raymond James Financial Services Advisers Inc. in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Raymond James since 2014 and also works with Kruse Woods Financial Partners in an operations management role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

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.

Dean Woolworth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over thirty years of financial and investment experience, having begun his career in 1993. Prior to joining Merrill Lynch, Dean worked at a Fortune 500 company and as a CPA with a Big Four accounting firm. He holds a Bachelor's Degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound and holds the Personal Investment Advisor (PIA) designation. Dean's client focus includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on understanding clients' personal goals to develop personalized financial strategies. Dean values the relationships he builds with clients, viewing them as dear friends, and he leverages a team of professionals to tailor strategies to individual family needs. A native Oregonian, Dean lives with his wife and two teenage sons. Outside of work, he enjoys outdoor activities available in Central Oregon and staying fit. A sports fan, he supports both the Beavers and the Ducks, as well as the Portland Trail Blazers and Portland Timbers. He finds fulfillment in learning about his clients' families, businesses, goals, and dreams and collaborating with them to develop plans that support their long-term objectives.

William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Art Gamblin Motors and held roles at Lewis and Clark College and Enumclaw Senior High School. She is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services.

Joseph Ferguson is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2006. Ferguson holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Connor Smith is a Series 66-registered financial advisor at Merrill with four years of industry experience. His prior work includes roles at Bank of America N.A. and US Bank. Merrill offers managed account services through its Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm provides model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Christopher Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Waddell & Reed, INC. and various insurance carriers. Outside of his advisory role, Webb serves on the finance committee of the Aviano at Desert Ridge HOA, where he reviews balance sheets and financial planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Fain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has previous experience at Provident Mutual and Financial Reserve Inc. Outside of his advisory role, he provides career counseling and personal budgeting advice through Financial Reserve Inc. and serves as an HOA treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platforms.

Brian Kennedy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Nike and was involved in education and media through The Gonzaga Bulletin. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dennis Braun is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Magnolia Wolkoff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2018, following a 13-year tenure at Foresters Financial Services. Wolkoff also assists advisors at Kruse Woods Financial Partners, supporting client relationship facilitation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and an affiliate network.

Christopher Mc Creath is a financial advisor with Merrill in Lake Oswego, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill Lynch since 2011. Mc Creath serves as a council member for Rosemary Anderson Prep, participating in advisory meetings and fundraising activities for the school. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Grandy is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been associated with multiple entities since 2016, including Project Discovery LLC and Kruse Woods Financial Partners. Outside his advisory roles, he is a partner in LLCs that hold ownership interests in the partnership building where he works. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through affiliated networks.

Rocky Norris is a financial advisor with LPL Financial in Tualatin, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory role, he owns a business that buys and sells coins on eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

James Strauch is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes ownership of Maia Coffee Roasting LLC and leadership roles at Over and Strauch Team Inc. and Waddell & Reed, Inc. He has also been involved in business ventures outside the financial industry, including a coffee roasting company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services supported by research and technology, providing both discretionary and non-discretionary management across various investment programs.

Jason Daily is a financial advisor with Mass Mutual Investors Services in Lake Oswego, OR. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, having worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was a student at Colby Sawyer College and has no previous industry experience. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.