Bart Stuart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their individual ambitions and priorities. Bart focuses on helping clients plan for key financial goals such as funding education, preparing for retirement, managing potential healthcare costs, and achieving long-term family objectives. Bart holds a Bachelor's Degree from the University of Oregon and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes simplicity and transparency in wealth planning, guiding clients through the complexities of investing to support their financial goals.

Kelly Davis is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to her career in finance, she worked at LA Fitness for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Gahlsdorf is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been serving clients' financial needs in the Willamette Valley for over 12 years, bringing a background in investment strategies combined with extensive knowledge of banking and lending. This experience provides him with a well-rounded perspective when working with clients. Prior to joining Fidelity Investments, Eric held various roles at Wells Fargo from 2012 to 2020, including Premier Banker, Licensed Personal Banker 2, Licensed Banker, Personal Banker, Customer Sales and Service Representative, and Teller. His career progression at Wells Fargo reflects his comprehensive experience within the financial industry. Eric's approach involves understanding each person's unique situation and values to collaboratively formulate a financial plan aimed at supporting their best life.

Cole Buffehr is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and The Finity Group. Buffehr is also involved with Gojisan, LLC as a paraplanner outside of his advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Grant Stephens is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Regional Planning Consultant. His professional approach centers on educating and empowering clients throughout the financial planning process, emphasizing integrity and honesty in all client interactions. He dedicates time to ensure clients understand and feel confident in their financial decisions. Outside of his professional work, Grant has interests in baseball, hiking, reading, running, and theater.

Logan Choisnet is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. He has worked at Bridgetown Wealth Management and LPL Financial since 2022 and has a background that includes over a decade at Oil Re-Refining Company, Inc. Outside of advising, he is involved with McMenamins. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing a broad platform that includes proprietary and third-party model portfolios alongside various institutional programs.

Jeff Williams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Foresters Financial Services for 32 years and spent time at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Lee Ann Orozco is a financial advisor with Edward Jones in Beaverton, OR, holding a Series 66 designation. She has been with Edward Jones since 2026 and has prior experience at Stryv LLC and Integranium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

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 a Series 66 designation and two years of industry experience. Before joining Wells Fargo, he worked at The Walt Disney Company and Intel Corporation, and earlier at Indiana University Athletics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide diversified portfolio management and offers both brokerage and advisory solutions through a large network of advisors.

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 at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Financial Advocates Advisory Services. Outside of advising, she served as vice president and secretary of a family-owned upholstery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, leveraging both proprietary and third-party investment strategies supported by technology and operational tools.

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Outside of his advisory role, he is employed at Mt Hood Meadows and is involved with the Multnomah Athletic Club in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 experience in the financial services industry. He has worked at LPL Financial since 2008 and previously spent four years with Edward Jones. Outside of his advisory role, he owns a beekeeping and flower sales business. 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 financial planning and investment management services delivered through a large network of advisers using model portfolios, third-party subadvisors, and customized strategies.

Desmond Clayborne is a financial advisor with Mass Mutual Investors Services based in Lake Oswego, OR. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Morgan Stanley and MassMutual Life Insurance Company, along with diverse experience outside finance, including employment in restaurant and retail settings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Juliet Weber is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding a Series 66 designation and one year of experience with the firm. Her prior work history includes six years at Mobile One LLC and shorter roles at Petco and Claim Jumper. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various financial planning and consulting services.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, Oregon, holding Series 63 and Series 65 registrations and 27 years of industry experience. Before joining LPL Financial in 2010, he worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, Klein manages the financial affairs of a family member who is a minor. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.