Matthew Kibbe is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved with the Boy Scouts of America as a member and serves on the Endowment/Planned Giving Board and Eagle Scholarship Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured tools and a broad selection of investment and planning services.

Aaron Kohn is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008 and is a partner in several private ventures including KK&R, LLC and Table Top Racing, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and research.

Tricia Pickett is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory work, she serves as a successor trustee for a trust in Milwaukie, Oregon. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools, with a broad offering that includes retail and institutional investment solutions.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.

Dale Flick is a CFP® professional with 39 years of industry experience, currently advising clients at Robert Baird & Co. since 2014. He is based in Portland, OR, and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Holly Mc Neil is a CFP®-designated financial advisor at Edward Jones with 17 years of industry experience, all of which have been with the firm since 2009. She holds the Series 66 license and is based in Tigard, Oregon. Outside of her advisory role, she is involved as a landlord in King City, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Barker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients in developing specific financial goals and creating investment portfolios designed to achieve those goals with minimal risk. Richard focuses on understanding what matters most to his clients and works to address their concerns to help accomplish their financial objectives. His areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. Richard is dedicated to helping small businesses, their owners, and families simplify their financial lives through tailored planning, objective advice, and sound guidance. Richard holds a Master's of Business Administration (MBA) from the University of California System and a Bachelor's Degree from Oregon State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Fluent in English and German, he is actively involved in the Portland Pearl Rotary and volunteers with Meals on Wheels. His personal interests include genealogy, hiking, skiing, and traveling.

Daniel Prentice is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of experience in the financial industry, with prior roles at firms including Capital Analysts, Lincoln Investment, The Leaders Group Inc, Vanderbilt Securities, KMS Financial Services, and Columbia Benefit Consulting. Prentice is based in Lake Oswego, Oregon. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Taylor Belesiu is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Taylor worked at Fisher Investments, Edward Jones, and held roles at Salon BECK LLC and the Lane County Department of Assessment & Taxation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and extensive investment resources.

Kurt Williams is a financial advisor with Cetera, holding a Series 66 designation and bringing 41 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Cornerstone Tax Service and Financial Planning, which provides tax preparation, payroll, and accounting services. Outside of his advisory work, he is also an Airbnb host. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform and multiple program structures.

Joel Kiernan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2011, with additional experience as a self-employed professional and brief roles at Natural Grocers and 9iFX. 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 supported by structured discovery conversations and firm-approved planning tools.

Nicholas Cutter is a Series 66-licensed financial advisor with Edward Jones in Canby, Oregon, and has one year of industry experience. Before joining Edward Jones, he held positions at Costco, Beacon Hill Staffing Group, Cell Staff, and in roles related to athletics sales and hospitality. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Clara Prendergast is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, OR, bringing 12 years of industry experience. She has worked at Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christine Leffler is a Series 66-licensed financial advisor with Edward Jones in Tigard, OR, where she has worked since 2021. She has four years of industry experience and previously held positions at Peloton Interactive and 24 Hour Fitness. She serves as an Education Coordinator for the SW Business Professionals Chapter of BNI Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. With over 23,700 financial advisors nationwide, the firm provides comprehensive wealth management services under a fiduciary standard.

Cody Farnes is a financial advisor at Ameriprise in Clackamas, OR, holding the Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2021, he worked in marketing and training roles, including positions at Tried & True Coffee and SHOP Training. Farnes serves on the boards of the Mt. Hood Community College Foundation and A Solid Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s investment approach involves a centralized service team utilizing proprietary research and third-party data, with an investment universe influenced by affiliated product partnerships.

Devon Pilney is a financial professional at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was affiliated with Securian Financial Services and Minnesota Life Insurance for 11 years and has been involved with North Star Consultants since 2012. Outside of his advisory role, he is an agent/broker involved in fixed insurance sales and works as a financial professional for North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Nathan Price is a financial advisor with MassMutual Investors Services in Lake Oswego, Oregon. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining MassMutual Investors Services in 2018, he worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Nathan also works as an insurance agent, selling fixed annuity, life, and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written financial recommendations, typically focusing on investment categories and strategies rather than specific products.

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Megan Layton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent seven years with Waddell & Reed, Inc. Based in Lake Oswego, OR, she also supports PDX Wealth Management in an administrative capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory roles rather than discretionary management.