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 CFP® with 22 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Lawry is also co-founder and financial advisor at Lawry De Freitas Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios across multiple asset classes, operating both discretionary and non-discretionary accounts.

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 financial career, she was employed by Nike Inc. and worked at Rex Putnam High School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Justin Perry is a financial advisor with J.P. Morgan Securities in West Linn, Oregon. He holds a Series 66 designation and has four years of industry experience. Perry has worked at J.P. Morgan Securities since 2022 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities 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 in its recommendations.

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.

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.

Timothy Seamen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2025. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ella Crumley is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR. She holds the Series 66 designation and has been with Baird intermittently since 2023. Prior to her current role, she worked in education and retail. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management through a mix of in-house and third-party managers, including discretionary and non-discretionary strategies.

Ryan Swift is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2012. He has 12 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and portfolio management systems to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Nicholas Markantonatos is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held positions at Fidelity Investments since 2024. His prior work experience includes roles at Worldwide Express, Saint Peter's University, and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Edward Bogachuk is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and two years of industry experience. His prior work experience includes roles at Jefferies LLC and Intel, as well as positions in education. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Andrew Eckley is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2014. He has 25 years of industry experience. Eckley is also the president of Andrew Eckley, P.C., a support company, and is a partner in a commercial real estate venture that houses his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.