Gregory Neff is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that delivers model-based investment strategies supported by third-party asset managers and custodial services.

Justin Buell is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 66 credential and 19 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Buell is involved in community leadership as president of two homeowner associations and co-owns a personal training and wellness business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels.

Douglas Moshofsky is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a Study Group Leader for Kingdom Advisors and is a managing partner in family and real estate investment partnerships. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional investment solutions and financial planning through its network of advisors.

Stephen Gulley is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 14 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory work, he serves as Vice Chairman of the Board at Friendsview Retirement Community and holds board roles with Providence Newberg Health Foundation and Newberg Friends Church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around annual, collaborative planning engagements.

Gary Buczkowski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of his advisory role, he owns Cascade Wealth Advisors, LLC, serves on the Finance Council board of directors, and contributes pro bono financial planning through the Foundation For Financial Planning. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Andrea is a Series 66-licensed financial advisor at Thrivent Investment Management with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns an LLC that manages a vacation home in Oregon, which is rented on a weekly basis when not in use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and management as separate services.

Ross Eng is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and over 31 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Connor Leahy is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, following two years at Perlo Construction. Outside of his advisory role, Leahy serves as an athletics coach at Jesuit High School in Portland, Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Rachael Alphonso is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served as an Investment Consultant with the same firm from 2023 to 2026. Her professional background includes positions in financial services and leadership roles at First Tech Federal Credit Union from 2014 to 2019, as well as experience at Greater Nevada Credit Union from 2013 to 2014. Rachael holds a California Insurance License, supporting her expertise in financial planning and client advisory services. She is committed to building strong client relationships and providing personalized financial strategies that help clients protect and grow their portfolios. Outside of her professional life, Rachael enjoys camping, cooking and baking, family activities, gardening, motorcycles, and spending time with pets.

Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Randall Massey is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Lincoln Financial Advisors since 2005 and transitioned to Osaic in 2025. Massey maintains an ownership role in Horizon Line Wealth Management, a DBA not yet publicly used. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Anshu Thakur is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including VOYA Financial Advisors and Weststar Financial Group, where he is a managing partner. Thakur is also involved in other business activities, including ownership of a holding company, ACT 5 LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program structures and investment options.

Michael Roarke is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 12 years with Robert Baird & Co. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice, advising individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

David Lachowski is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2011 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Matthew Russell is a Certified Financial Planner® with 22 years of industry experience. He is currently affiliated with LPL Financial and On Course Wealth Advisors, having previously worked at CUSO Financial Services, LP and Advantis Credit Union. Russell is involved with On Course Wealth Advisors LLC, an entity related to his LPL business. 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 advisers. The firm offers a variety of advisory programs and financial services, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Brittany Dohrwardt is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2018 and previously worked at Bonaventure Senior Living, Comcast, and Holiday Retirement. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a wide range of capital markets services.

Bryce Williams is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Uber and the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing both affiliated and third-party managers across various program structures.

Gabriel Corazza is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Portland Benefits Group for seven years. Corazza also serves as a financial professional at Sentinel Advisors LLC, a financial services holding company, and is an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated model portfolios.

Rebekah Frank is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked with Thrivent and its affiliates since 2019. Prior to joining Thrivent, she was employed at Apex Systems and the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs, emphasizing periodic reviews and clear disclosure of potential conflicts.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.