Robert Seibert is a financial advisor with LPL Financial based in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is involved in non-variable insurance sales. 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 model portfolios, research, and multiple management approaches.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Larry Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he participates in speaking engagements at churches and church-related events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs backed by research and model portfolios, along with various wealth management and retirement solutions.

Mark Hildebrandt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Sherwood, Oregon. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Christopher Recek is a CFP® professional with 10 years of experience and has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Peter Weber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JP Morgan Securities LLC since 2015 and at JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies. The firm delivers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Patrick Niedermeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as co-trustee for his sister and trustee for his father in investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jack Maas is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. His background includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior roles outside finance such as with the U.S. Soccer Federation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and formal alternative-investment processes.

Wayne Sackley is Vice President, Wealth Planner at Fidelity Investments, where he works with high net-worth families to evaluate the impact of their financial decisions and support them in pursuing their goals. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current position starting in 2023. Prior to joining Fidelity, Wayne held positions as an Account Executive at Valic from 2000 to 2011 and as a Retirement Consultant at Aon - Godwins Securities from 1990 to 1999. He holds a California Insurance License. Outside of his professional responsibilities, Wayne's personal interests include parenthood, sailing, and traveling.

Maximo Minervini is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley. He is also involved with Minervini Investments, LLC, a separate business entity not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Kimberly Lyon is a Series 66-licensed financial advisor with Cetera, bringing two years of industry experience. She also serves as a partner at Jones & Roth, P.C., a CPA firm where she leads assurance engagements and provides tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services across multiple program structures and custodial relationships.

Zachary Israel is a Financial Consultant at Fidelity Investments, where he focuses on helping clients clearly understand their investment goals and crafting financial plans tailored to their needs. He has held various roles at Fidelity Investments since 2023, including Planning Consultant and Financial Representative. Prior to joining Fidelity, Zachary worked as an Investment Counselor at Fisher Investments from 2019 to 2023 and as a Financial Associate at Thrivent Financial from 2016 to 2019. His experience spans multiple facets of financial planning and investment management. Outside of his professional work, Zachary has interests in baseball, football, hiking, parenthood, pets, and skiing.

Douglas Everett is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at VOYA Financial Advisors from 2014 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with a focus on universal life insurance. Ameriprise is a large institutional firm that provides a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Taylor Van Doorninck is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at firms including Voya Financial Advisors and Foresters Financial and is the owner of TVD Wealth Strategies Incorporated. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Albert Korb is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Korb serves on the Board of Directors of the Multnomah Village Business Association as a board member at large. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Douglas Jenkins is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

Kodi Hermann is a financial advisor at LPL Financial with 27 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked at Ameriprise and Oregon Pioneer FCU, with a combined 13 years at LPL Financial. Hermann also serves as an assistant varsity football coach for the Tigard-Tualatin School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment management approach.

Andrew Van Laningham is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at SigFig Wealth Management, Buckingham Strategic Wealth, Government Portfolio Advisors, and Morley Capital Management. He is also licensed as an Oregon Life and Health Insurance Producer. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios that can include a variety of asset classes managed on either a discretionary or non-discretionary basis.

Brandon Tran is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and experience in education at the University of Portland and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.