Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC, a legal services firm, since 2012. In addition to his advisory work, he serves as a notary and is active in legal services through his firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Shannon Paulsen is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Paulsen & Belding LLC and Waddell & Reed, Inc. from 2011 to 2021. 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 of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Stansfield is a financial advisor with Ameriprise in Tigard, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Adam Anderson is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and previously spent nine years at RBC Capital Markets Corporation. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Wesley Peltzer is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

David Thomas is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Washington County Community Corrections and WestCare. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and various institutions.

Ronald Lam is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entities, and currently operates in Oregon City, OR. In addition to his role at Ameriprise, he manages an advisory business at Wealthbridge Advisors, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic tools with professional oversight to support client retirement planning.

Robert Shoji is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera Advisors LLC since 2013 and leads Shoji Financial Group LLC, which he founded in 2016. Outside of advising, he is a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets.

Jonathan Coulter is a CFP® professional with five years of experience, currently serving as a financial advisor at Raymond James Financial in Tigard, Oregon. He previously worked with Young Life for nine years in two separate periods and has been associated with Project Discovery LLC since 2020. Coulter also works as an associate at KWFP, a non-investment support 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary financial advice supported by advanced analytical tools and maintains specialized programs for municipal advising and SIMPLE IRA employer consulting.

Todd Caldwell is a CFP® professional based in Portland, OR, with 32 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. 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 discretionary separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Rogers is a Financial Advisor on the RMC Team with Merrill in Portland, Oregon. He provides a comprehensive approach to wealth management that begins with understanding clients, their families, and their financial situations. Sean helps create customized wealth management strategies that can adapt as clients' goals, needs, and market conditions change. He offers access to investment insights from Merrill Lynch Wealth Management alongside banking services from Bank of America to address various aspects of clients' financial lives. Sean focuses on client areas including college education planning, family wealth management strategies, legacy planning, and personal retirement planning. Sean earned a bachelor's degree in Business Administration from Southern Oregon University. During his time there, he played collegiate football, experiencing both wins and losses in two national championship games. He was recognized as a NAIA All-American Defensive End and served as team captain and permanent team captain. After college, Sean coached football at Central Catholic High School, where he contributed to a state championship and supported the individual successes of his athletes. Sean holds the designation of Personal Investment Advisor (PIA). Currently taking a hiatus from coaching, he plans to return to coaching in the future and continues to pursue his commitment to helping individuals and families achieve their financial goals and build strong legacies.

August Cohen is a financial advisor with Wells Fargo Clearing in Tigard, OR, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and First Interstate Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.

Zachary Kill is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Finity Group, LLC, where he holds a position related to insurance, benefits, and human resources. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both discretionary and non-discretionary management, leveraging model portfolios, research, and various technology-enabled solutions.

Chad Martindale is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in independent insurance brokering and holds ownership interests in several real estate and business entities. Ameriprise provides a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Leonard Odegaard is a financial advisor with OSAIC Wealth, Inc. in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Resource Financial Planning Inc, and Massmutual Life Insurance Co. He is also a financial advisor and agent with Resource Insurance Services, where he provides advice on life insurance and annuity products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and efficient-frontier analysis to build diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.

Zachary Keller is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Mass Mutual Insurance Company, and New York Life Insurance Company. Outside the financial industry, he was involved in the restaurant business, including ownership of Momiji Sushi Inc. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services including financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Daniel Sarkissian is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including seven years at Edward Jones prior to joining LPL Financial in 2023. Outside of his advisory work, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. 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 model portfolio management and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Erin Dwyer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved with Victory Academy, where she participates in community fundraising efforts. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver data-driven, non-discretionary retirement recommendations combining research, modeling, and tax-efficiency analysis.

Jeremiah Beam is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Cascadia Advisory Services, Cascadia Wealth Management, Cetera Advisor, and Waddell & Reed. Outside of advisory roles, he founded Beam 5 Creative Studio, a business he operated for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and various investment strategies.