Hank Clayton is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over a decade. Outside of his advisory work, he has ownership interests in wealth management and construction businesses in Oregon. 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 services including retirement, education, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels.

Jerry Tucker is a financial advisor at OSAIC with 53 years of industry experience. He has held positions at Sagepoint Financial, Inc., LPL Financial, and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship consulting business focused on off-road racing and vehicle accessories. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple investment platforms and third-party services.

Matthew Marr is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked previously at U.S. Bancorp Investments for 12 years before joining Raymond James in 2018. Marr is the owner of CMMM Investments, LLC, which is related to the sale of a practice agreement linked to a retirement event. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Kerri Patrick is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at SagePoint Financial for eight years. Her background includes work with term and fixed annuities, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Ian Stuart is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Charles Schwab and Charles Schwab Bank since 2000 and 2005, respectively. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a comprehensive due diligence process for alternative investments.

Stephanie Pfister is a financial advisor with Wells Fargo Clearing based in Lake Oswego, OR. She holds Series 63 and Series 66 designations and has 11 years of industry experience, including a decade at JP Morgan Securities and JP Morgan Chase Bank. She joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Maletteri is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Since 2011, he has worked with MassMutual Investors Services and MassMutual Life Insurance Company. He is also engaged in outside insurance sales focusing on individual life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Corrine Lyman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, following eight years at RBC Capital Markets Corporation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

David Jarman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he holds minority ownership in investment-related business activities involving commercial rental properties in Milwaukie, Oregon. 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 notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Colton Seiler is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Portland, OR. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of an education business in Happy Valley, OR. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lindsay Conachy is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. In her current position, Lindsay focuses on providing clients with a comprehensive financial planning experience by actively listening to their needs and collaborating on personalized financial plans. Lindsay emphasizes the importance of financial literacy and aims to make it accessible and engaging for her clients. She supports clients in making actionable decisions to strengthen their financial futures. Outside of her professional work, Lindsay has interests in food, parenthood, Pilates, reading, traveling, and yoga.

Michael Stewart is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at Unitus Credit Union, Triad Advisors, and Triad Hybrid Solutions. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Wayne Janicki is a financial advisor at Charles Schwab in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Richard Grimshaw is a financial advisor at Morgan Stanley in Portland, Oregon, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Grimshaw serves on the Investment Committee of the Episcopal Diocese of Oregon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad array of retail and institutional offerings.

Michael Patterson is a CFP® with 20 years of experience in financial advisory services. He currently works at OSAIC and previously spent seven years with Securities America Advisors and ten years with SII Investments, Inc. Patterson also serves as a part-time personal finance instructor at Portland Community College. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios for its clients.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Christopher Taylor is a CFP®-certified financial advisor with Ameriprise in Lake Oswego, OR, and has four years of industry experience. He previously worked at The Vanguard Group, Inc. and has held various roles in education and staffing. Ameriprise offers a retirement-income planning service targeting 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 with algorithmic automation to generate personalized retirement income recommendations.

Richard Wargo is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. He is also associated with OnPoint Community Credit Union and OnPoint Investment Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Lucas Ellis is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Prior to joining Cambridge, he worked at Kuenzi & Company, LLC for five years and NBP Capital for one year. Ellis serves as a board member of Kapok Care, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party investment strategies.