Emily Mcdonald is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 66 designation and 13 years of industry experience. She has previously worked with Single Point Financial Advisors, Securities America Advisors, Inc., and JHS Capital Advisors, LLC. Outside of her advisory role, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Jessica Porter is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2018, she worked at Sii from 2013 to 2018. Outside of OSAIC, Porter is a partner at BPG Wealth Management and provides consulting services for the Business Planning Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Kristin Petersen is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2018 and previously worked at Emerson House, Portland State University, and Clackamas Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Jonathan Owens is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years with Signator Investors, Inc. Owens is also a business owner and partner at BPG Wealth Management, an independent financial planning practice. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that include a broad range of investment products.

Randal Lishka is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. Outside of his advisory role, he operates a business related to his LPL activities and is involved with fixed insurance trails. 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 financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors and more than $819 billion in discretionary assets.

Bruce Swayze is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at KMS Financial Services, Inc., and Securities America Advisors, Inc. He serves as the court-appointed financial guardian for his granddaughter, overseeing her restricted account. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports legacy platform programs and multiple advisory platforms.

David Mc Kinley is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Justin Berry is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has held various roles since 2010, including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory work, Berry acts as an agent and broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jau Der Tsai is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His work history includes roles at Wells Fargo Bank and its affiliated entities, as well as Cuso Financial Services. He is also involved with On Course Wealth Advisors, a DBA connected to LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, Oregon, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Financial Advocates Investment Management, Merrill Lynch, and other firms. Outside of finance, he has experience working in the hospitality industry and performed for a group called SATR Beach Boys. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and a variety of investment strategies.

John Olson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Edward Jones, NBC Securities, and Merrill. Olson is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. 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 range of advisory and brokerage services, utilizing various portfolio programs and technology tools, while overseeing more than $819 billion in discretionary assets and supporting a network of over 22,800 advisors.

Crystal Learfield is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Miyoko Segawa is a financial advisor at LPL Financial in Clackamas, OR, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and has been with LPL Financial for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amanda White is a financial advisor at Edward Jones in Oregon City, Oregon, holding the Series 66 designation with one year of industry experience. She has worked at Edward Jones since 2019 and has prior experience in various roles outside the financial industry, including positions at McDonald’s, Target, AmWay, and Jimmy Johns. Edward Jones is a full-service wealth management firm serving more than 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.

Daniel Nordstrom is a CFP®-designated financial advisor with LPL Financial, based in Oregon City, OR. He has eight years of industry experience, including three years at Elevate Wealth Advisors prior to joining LPL in 2017. Nordstrom is also commissioned as a notary. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Darren Ford is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ford serves on the Board of Directors for A Solid Foundation. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brittany Amarillas is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones and Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.