Cara Partch is a financial advisor at Ameriprise with eight years of industry experience. She holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Ameriprise in 2019, her experience includes roles at Bank of America, Merrill, and Wells Fargo. She serves on the board of directors for the Tualatin Hills Park Foundation. 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 through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Benjamin Tannarome is a financial advisor with OSAIC in Portland, OR, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Phillips and Company, Cetera, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios comprising a variety of asset types.

Rick Fuller is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Tina Brannan is a CFP® professional with 32 years of experience in the financial industry. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kortney Jolley is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Matthew Dodge is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo and spent several years at the University of Oregon and Apollo Pool and Spas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Donald Shick is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, Shick serves as a trustee and volunteer at the OHSU Knight Cancer Institute. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex non-traditional approaches.

Dominic Chimienti is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Equitable and Metis Wealth Advisors LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Crooks is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. In addition to her advisory role, she operates Crooks & Company Financial Management, Inc., which provides tax preparation and accounting services. 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 variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Peri Tharp is a Series 66-credentialed financial advisor with Edward Jones in Canby, OR, and has six years of industry experience. Prior to joining Edward Jones in 2019, Tharp worked for Metro Regional Government for seven years. Tharp holds a volunteer position as a member of the supervisory committee at Point West Credit Union, where they meet quarterly to review regulatory items, audits, and policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services under a fiduciary standard.

Daniel Murphy is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Sagepoint Financial, LPL Financial, and Umpqua Investments. He also operates a sole proprietorship as a registered representative with Pearson Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services through a large network of advisers and utilizes firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Laura Thompson Ball is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Outside of her advisory role, she serves as a successor trustee involved in estate administration in Bend, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Steven Kunkle is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Bryan Vandergriff is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving clients at UBS Financial Services since 2008. In addition to his advisory role, he is a partner at Next Level Martial Arts and Fitness, where he oversees cash flow and leads marketing efforts. He is also a successor trustee of the W.B. Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.

Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Randall Barkhurst is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including long-term tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in health insurance sales and property and casualty insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated platform.

Daymon Halstead is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Equitable Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Bethany Cichy is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she maintains a hobby-focused Instagram account dedicated to paper crafting and planner supplies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Tina Thom is currently a Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she focuses on creating a productive and engaging workplace by empowering associates and partnering with clients to work toward their financial goals. Her experience at Fidelity Investments spans several roles since 2018, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects her involvement in various aspects of financial services and client relationship management. Tina holds a California Insurance License, supporting her work within the financial industry.