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.

Samantha Wiggins is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has previously worked at Waddell & Reed, Inc., EWGA, and operated her own firm, Swiggins LLC. Outside of her advisory role, she maintains involvement in a separate business entity for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services. The firm provides both discretionary and non-discretionary management options supported by research and model portfolios from LPL Research and third-party subadvisors.

Emmanuel Balandi is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held multiple roles within Fidelity, including Investment Consultant, Planning Consultant, and Financial Representative, demonstrating a progressive career within the financial services industry. Prior to joining Fidelity, Emmanuel worked as an Investments Operation Specialist at M Financial, an Annuity Counselor at Fisher Investment, and a Wealth Advisor Associate at Morgan Stanley. With over a decade of experience in financial services, Emmanuel specializes in simplifying financial planning and navigating complex financial situations through clear communication and transparency. His approach emphasizes establishing genuine connections with clients and tailoring financial strategies to their unique goals. Outside of his professional work, Emmanuel enjoys fishing, exploring culinary experiences, outdoor adventures, reading, playing tennis, and traveling.

Kevin Fredrickson is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding a Series 66 designation and 15 years of industry experience. He previously worked at Waddell & Reed Inc for 10 years before joining Raymond James and PDX Wealth Management in 2020. He is involved with PDX Wealth Management as a branch associate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored plans, with a focus on advisory and implementation support rather than discretionary management.

Jorge Martinez is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets with more than 10,000 advisors.

Mackenzie Martin is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Prior to joining Cetera in 2023, Martin worked for Independent Financial Group for 13 years and serves as an educational instructor at the Oregon State College of Veterinary Medicine. Outside of advising, Martin is secretary of the Rose City Polo Club and co-owns a timberland partnership. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment strategies and third-party managers.

Christine Over is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at James Strauch and Waddell & Reed, and she was involved with the Tigard Rotary for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Clawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at TDAmeritrade and Aldrich Wealth LP. 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 process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Rebecca Vanhorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with LPL Financial since 2015. Outside of advising, she is involved with ASH Brokerage, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Erick Ibarra is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a volunteer board member on the Planned Giving Advisory Council for Oregon Public Broadcasting, helping to plan educational seminars for estate planning and financial professionals. 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 investment approach supported by extensive research and due diligence.

Lindsey Sprague is a Vice President and Financial Consultant at Fidelity Investments, where she has served since 2023. In this role, she collaborates with clients and their families to align their financial plans with their investment goals. Her professional experience includes positions as a Planning Consultant at Fidelity Investments from 2021 to 2022, Client Relationship Manager's Assistant at Merrill Lynch from 2018 to 2021, Wealth Management Advisor at US Bancorp Investments from 2017 to 2018, and Financial Advisor at Waddell & Reed from 2015 to 2017. Outside of her professional work, Lindsey has interests in baseball, camping, kayaking, parenthood, running, and traveling.

Cameron Lee is a Series 66-licensed financial advisor with Ameriprise in Portland, OR. He has been in the industry since 2024 and has experience at Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he worked with the Oregon Ruff Runners. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies developed with a centralized service team.

Derek Pease is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Standard Insurance and M Financial Group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to align with client goals and risk tolerances.

Mousa Obeidi is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary when advising on investments.

Michael Tkachuk is a financial advisor with LPL Financial in Beaverton, OR, holding a Series 63 designation and 41 years of industry experience. He has worked with LPL Financial and its predecessor, Linsco/Private Ledger Corp., since 1990. Outside of his role at LPL, he is involved with Pacific Financial Group Inc., an investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Mckinley is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Thomas Hoover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Hoover is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Carol Vreeland is a CFP® with 46 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Crown Capital Securities, LP for 25 years. In addition to her advisory role, she serves as treasurer and membership chair for a women's networking group. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management options.

Ryan Leday is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he held positions at H&R Block, KeyBank, and Amazon. He is also affiliated with Oregon State University, where he has been involved since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

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.