Katelyn Galante is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She 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 independent contract work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

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 in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ladd Mckittrick is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He has been with LPL Financial since 2009. Mckittrick operates a business under the name MCK Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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.

Ying Cheng is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Cheng has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of advisory work, Cheng co-owns Forward Realty, LLC, a real estate investment business based in Damascus, OR. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

Jesus Contreras is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and concurrently at Wells Fargo Bank, N.A. since 2020. Prior to his financial services career, he held roles at The Daily Cafe in the Pearl, Atlantic Forest Products, Sherwood Lumber, and Pacific University. 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 advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Gabriella Richard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 21 years of industry experience. She previously worked at Blue Water Wealth and Cambridge Investment Research, Inc. Outside of her advisory role, she has an interest in agriculture through a minority stake in Porkland Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

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.

Drew Bedore is a Series 66-licensed financial advisor at Edward Jones in Hillsboro, OR, with two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Cease Fire, Dabella, Muckleshoot Casino, and Washington State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

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 at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Jefferies LLC, Intel, Boeing, and the University of Washington. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages portfolios using a range of mutual funds, ETFs, and ETPs and is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Kelly Garrett is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. Garrett has been with Wells Fargo since 2022 and also works as a server at Rodeo Steakhouse and Grill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of financial advisors and extensive assets under management.

Andrew Eckley is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. He is the owner of Andrew Eckley, P.C. and a partner in Project Discovery DBA Kruse Woods Financial Partners. Eckley is also a part-owner involved in managing a commercial property used by his practice. 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 financial plans through comprehensive risk profiling and asset allocation analysis.

Stephanie Campbell is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a trustee for the Lynda Dinneen Living Trust and Kenneth Dinneen Irrevocable Trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Erin Sanchez is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Prior to her current role, she has also worked at Bank of America since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, plans, and charitable organizations. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

John Love is a financial advisor with Charles Schwab in Vancouver, WA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he held positions at Office Depot and Albertsons, and worked at Boise State University for eight years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing infrastructure.