Sherry Lacey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Advisors Inc. since 2017. In addition to her advisory role, she owns Sherry Lacey CPA, LLC, a tax preparation business, and serves as Treasurer on the Board of Directors for the Pleasant Harbor Yacht Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver personalized, algorithm-supported retirement income plans.

Ian Rice is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a CrossFit gym in Tualatin, Oregon. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across various custodial platforms.

Beau Gunderson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of experience in the financial industry, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory work, he serves as the head coach for the freshman boys basketball and baseball teams at Clackamas High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by technology tools, with implementation of recommendations arranged separately.

Tyler Harmon is a financial advisor with Wells Fargo Clearing in Lake Oswego, OR, holding a Series 66 designation and 11 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kieric Wilcox is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked at Coffee Cottage and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to support non-discretionary recommendations for clients approaching or in retirement.

Constantin Capellas II is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Penn Mutual, and Hornor, Townsend & Kent. He is also involved in the sale of life, health, disability, and long-term care insurance through Pacific Capital Resource Group, Inc. and Columbia Group Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction, providing both discretionary and non-discretionary account management.

Clinton Coleman is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Shiloh Kamrath is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Kamrath worked at Waddell & Reed and Over and Strauch. Outside of advising, Kamrath is a notary public in the state of Oregon and has been involved with Living Water Family Fellowship since 2015. 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 offers a range of financial planning and advisory programs, utilizing research and model portfolios to support diversified investment strategies.

Casey Dalthorp is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, they engage clients through a collaborative wealth-planning process tailored to individual needs, aiming to provide clarity and confidence in financial decision-making. Casey's professional experience at Fidelity Investments includes roles as Financial Consultant (2020-2023), Investment Consultant (2020), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects a comprehensive background in financial services. Casey holds an Arkansas insurance license. Outside of work, their personal interests include family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Anne Gaggini is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise since 2013 and owns Anne Gaggini CPA, LLC, a tax preparation and CPA firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. 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 approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Kale Chalmers is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Based in Tigard, OR, he has been with Ameriprise in its current capacity since 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written 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 tailored, algorithm-supported recommendations through a centralized consulting team.

Scott Gettel is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has been with Baird since 2017 and previously worked at RBC Capital Markets Corporation for nine years. He holds a Series 66 designation and is based in Lake Oswego, Oregon. Scott is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including private funds and real-asset exposures.

Scott Waldron is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to Cetera, he worked at Voya Financial Advisors and MJI, Inc., where he was associated with Hagan Hamilton Insurance. He also runs an independent insurance agency and has roles in other financial service businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Hope Boyce is a financial advisor at Raymond James Financial with 38 years of industry experience. She previously worked at D.A. Davidson & Co. for 23 years before joining Raymond James in 2024. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network along with specialized municipal and public finance services.

Mason Arnold is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including at George Fox University and in the food service industry. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, Oregon. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he spent eight years at Edward Jones and worked at Packaging Corporation of America before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Richard Hogue is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank since 2018, alongside his tenure at RBC Capital Markets beginning in 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.