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.

Stephanie Hammond is a financial advisor at LPL Financial based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management 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.

Tyson Allred is a financial advisor at LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years and currently has roles at NW Priority Credit Union and LPL Financial. 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 financial planning and advisory programs, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Logan Blunt is a financial advisor with LPL Financial in Oregon City, OR, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2025, he worked in various roles including contract administration and accounts receivable specialist at Picon Pacheco LLC dba Andres Landscape. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Magdiel Perez Velazquez is a financial advisor at Raymond James Financial Services Advisors, Inc. in Gresham, Oregon, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank. He currently serves as a Licensed Associate Financial Advisor at OnPoint Community Credit Union and OnPoint Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by an extensive affiliate network.

Brian Sutton is a CFP® and holds a Series 66 designation with 19 years of industry experience, all of which has been with Edward Jones since 2007. He is based in Gladstone, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Barbara Clare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, Clare serves on the budget committees for the Oregon Trail School District and the Sandy Fire Department, is a member of the Sandy Chamber Career Education Committee, and is a board member of the Sandy Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent professionals, utilizing various portfolio management approaches and custody platforms tailored to client objectives.

Michael Dolan is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Willamette Falls Paper Company and Fitesa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Joshua Nierenberg is a financial advisor at Merrill in Portland, OR, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. His prior work experience includes roles at Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and over 38 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax Advisory Services and has operated Cascade Tax Services since 1989. In addition to his advisory work, Meyer is president of Meyer Bookkeeping Inc., a tax preparation and accounting business he has run since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, integrating third-party money managers and customized strategies across multiple program structures.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

Benjamin James is a financial advisor with LPL Financial in Oregon City, OR, holding the CFP® designation and Series 63 license. He has 28 years of industry experience, including 18 years operating The Ben James Corporation. He is also the author of "The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party portfolio managers.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.