Winfred Hayes II is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and has prior experience in the automotive sales industry. Charles Schwab & Co., Inc. 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 offers a distinctive integrated structure with centralized custody and operational support.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Dana Welty is a Planning Consultant at Fidelity Investments, a role she began in 2024. She has experience in financial planning and sales, having worked previously as a Market Sales Partner from 2022 to 2024 and as a Market Sales Analyst from 2021 to 2022 at BlackRock Investments. Dana holds a California Insurance License. She is committed to fostering long-lasting relationships with her clients and emphasizes creating tailored financial plans that align with each client's unique goals. Dana aims to ensure her clients feel heard, valued, and confident throughout the financial planning process. Outside of her professional work, Dana enjoys baseball, cooking and baking, fitness, movies, music, and traveling.

Hung Butzer is a financial advisor at Charles Schwab with 7 years of industry experience. He holds a Series 66 designation and has worked at firms including Key Investment Services, Edward Jones, and Albina Community Bank. Outside of his advisory role, he is a certified National Notary Associate and works as a loan signing agent. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment solutions supported by a large scale and integrated service model.

Robert Scherzinger III is a CFP® professional affiliated with Raymond James Financial with nine years of industry experience. He has worked at multiple financial institutions including Raymond James Financial Services Advisors, Columbia Bank, Cetera, and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs in municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Joshua Wilson is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with Resolute Private Wealth and Raymond James Financial Services since 2023. Prior to his advisory career, he spent five years at Liberty University and five years at Wolsey Hall Oxford. Outside of investment advisory, he provides financial planning and advice services through Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary, tailored planning using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting.

Francisco Garcia is a financial advisor at Edward Jones in Hillsboro, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cedar Mills Bible Church and Road to Hope, as well as positions outside the financial industry. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, through a nationwide network of advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Sara Tanner is a financial advisor with LPL Financial in Tigard, Oregon, holding the CFP® designation along with Series 63 and 66 licenses. She has 33 years of industry experience, including 26 years at Foresters Financial and two years at Foresters Advisory Services before joining LPL Financial in 2019. Tanner is also involved with Firenze Wealth Management and Firenze Insurance Solutions, operating as an agent for non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Marios Andreou is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Yelp, Sprouts Farmers Market, Whole Foods Market, Genius Sports, and academic positions at the University of Portland and Grand Canyon University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Robert Chavez is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management options and affiliated asset managers.

Rebecca Miller is a financial advisor with Merrill in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Eichenbaum is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves as president of Eichenbaum Bateman Larkin CPAs LLC, where he manages business operations and provides tax preparation, accounting, and forensic accounting services. He is also treasurer of the Oregon Defense Attorney Consortium. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sebastian Araguas is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo Advisors, Morgan Stanley, and Apple, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management using multi-asset model portfolios and a centralized operational structure.

Alex Sheppard is a CFP® with 25 years of experience in the financial industry, currently with Cambridge Investment Research Advisors since 2009. He serves as an independent insurance agent and provides non-investment advice related to career, budgeting, and personal management. Sheppard also holds a leadership role as a past president of the Kruse Way Rotary nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio solutions and model-based strategies.

Cole Chase is a financial advisor with Raymond James Financial in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked with Raymond James Financial and its affiliates since 2005. He is also an insurance agent and serves as an independent contractor for The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

John Lee is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Key Investment Services and KeyBank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Randall Young is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Maicy Wear is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, she volunteers as a volleyball coach for young girls at St. Mary’s Academy 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 a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Megan Stuart is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.