Laura Andersen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and Guardian Investigations LLC for seven years. 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 range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by research and multiple management approaches.

Brandon Jochim is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a consulting business and co-owns an entity that holds his office building. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver written, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

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 financial career, she worked at LA Fitness for four years. 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.

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 with Ameriprise in Portland, OR, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial and Cambridge Investment Research Advisors. He is also involved with Gojisan, LLC as a paraplanner. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering personalized reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a dedicated consulting team to support its clients’ retirement planning.

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 65 and Series 63 licenses and four years of industry experience. He has been affiliated with Bridgetown Wealth Management since 2022 and also has work history including eleven years at Oil Re-Refining Company, Inc. Outside of advising, he has been involved with McMenamins since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

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 at Edward Jones in Portland, OR, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Edward Jones, she worked at Stryv LLC and Integranium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, wrap fee strategies, and affiliated investment products under a fiduciary standard.

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 one year of industry experience. He holds a Series 66 designation and has previously worked at The Walt Disney Company and Intel Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with LPL Financial in Portland, OR, holding a Series 66 credential and 22 years of industry experience. She has been affiliated with LPL Financial since 2008 and operates through Financial Advocates Advisory Services and Financial Advocates Investment Management since 2011. Outside of financial advising, she serves as vice president and secretary of an upholstery business transitioned to an S corporation. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, 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 internal and third-party research.

Ryan Coussens is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Outside of his advisory role, he is employed with Mt Hood Meadows and the Multnomah Athletic Club, where he has been involved in health, welfare, and recreational activities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes structured tools and models to help clients develop financial plans, with clients responsible for implementation and updates.

Scott McDonald is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2008. He is based in West Linn, OR, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a beekeeping and flower sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, OR, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LPL Financial since 2010. Klein also serves as a custodian and financial advisor for his niece's inherency and is a business owner of Klein Wealth Management, Inc. 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. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sean Ritter is a Series 65-licensed financial advisor with Fisher Investments in Portland, OR, with 14 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.