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.

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.

Brian Peterson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Umpqua Bank for nine years before joining Edward Jones. Peterson owns a rental property in Milwaukie, Oregon, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Erik Burros is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a head linesman for the Portland Football Officials Association. 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 employs over 14,000 financial advisors and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Sara Blanchard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked in various roles including at Waddell & Reed and in senior living management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm supports its network of over 22,800 advisors through extensive platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

Jonathan Lawry is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® certification along with Series 63 and 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors and MSI Financial Services, and co-founded Lawry De Freitas Wealth Management. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary accounts and third-party manager selection.

Stephanie Hammond is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Hammond also founded Seasons Financial Group, where she has been active since 2018. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katelyn Galante is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she operates KDG Enterprises, LLC, a consulting business through which she manages her 1099 income. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm often uses affiliated and unaffiliated sub-advisers and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Christopher Cervetto is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held various positions including roles at Randstad USA, LLC and Shift Operations LLC. He is a member of the Woodstock Community Business Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Marcia Smith is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, including 14 years at RBC Capital Markets prior to joining Wells Fargo in 2018. 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.

Ladd Mckittrick is a financial advisor with LPL Financial based in Lake Oswego, Oregon. He holds Series 63 and Series 66 credentials and has 29 years of industry experience, including 17 years with LPL Financial. Outside of his advisory role, he operates a DBA called MCK Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Emily Story is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Investment Management, D.A. Davidson & Co., and Stifel. Prior to her advisory career, she worked at Nike Inc. and Rex Putnam High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Justin Perry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in West Linn, Oregon. He has four years of experience with J.P. Morgan Securities and over 22 years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hailey Percival is a CFP®-designated financial advisor with Edward Jones in Portland, OR, and has seven years of industry experience. She has been with Edward Jones since 2018, following seven years at Tektronix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesus Contreras is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and concurrently at Wells Fargo Bank, N.A. since 2020. Prior to his financial services career, he held roles at The Daily Cafe in the Pearl, Atlantic Forest Products, Sherwood Lumber, and Pacific University. 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 advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Gabriella Richard is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with LPL Financial in Portland, OR. She previously worked at Blue Water Wealth and Cambridge Investment Research, each for seven years. Outside of advisory work, she holds a minority interest in Porkland Farms, a non-investment-related business in Portland. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through discretionary and non-discretionary approaches.