Joseph Good is a financial advisor with Merrill based in Lake Oswego, OR. He holds a Series 66 designation and has three years of industry experience. His work history includes roles at Bank of America N.A. and Merrill, as well as positions outside the financial sector at Hitchin&Post, Willamette Lutheran Retirement Community, and McNary High School. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kantharaj Kabali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Wells Fargo Bank NA since 2010 and Wells Fargo Clearing Services, LLC since 2016, based in Santa Clara, CA. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Townsend is a financial advisor at Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Kaitlyn Tonai is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at George Fox University, Roger Dunn Golf Shops, Olomana Golf Course, and Punahou School. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Jason Powell is Vice President, Wealth Planner. He currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this role, he served as Director at CrowdStreet Advisors from 2019 to 2024 and as a Financial Advisor at Edward Jones from 2015 to 2019. Jason holds an AR Insurance License. In his work, he focuses on understanding his clients' goals, values, and financial priorities to develop actionable plans and investment strategies aligned with what matters most to them. Outside of his professional responsibilities, Jason enjoys family activities, fitness, playing musical instruments, outdoor adventures, parenthood, and traveling.

Maurice Valdivieso is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes 16 years at U.S. Bancorp Piper Jaffray Inc. and roles at Wells Fargo Clearing and Ameriprise firms since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Michael Wheeler is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ian Borman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at MassMutual Investors Services and MassMutual Life Insurance Company. Outside of advising, he serves as president of the Dorchester Conference, an educational conference organization. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm offers both discretionary and non-discretionary management, maintains proprietary model strategies, and supports multiple platforms and custodians.

James Sylvia is a Branch Leader at Fidelity Investments where he focuses on supporting and inspiring his team to help clients achieve their financial goals. His role involves fostering growth among advisors to enable them to effectively assist clients in pursuing their definitions of success. He has been with Fidelity since 2020, previously serving as a Senior Financial Consultant at TD Ameritrade for part of 2020. Prior to that, James worked as a Financial Advisor at Pacific Capital Resource Group from 2015 to 2020. Outside of his professional activities, James has interests in board games, camping, playing musical instruments, painting, puzzles, and writing.

Jonathan Logue is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has prior work history at Sagepoint Financial, Inc., and several mortgage and lending firms. Outside of advising, he is involved in loan counseling and administrative support through separate business activities related to home loans and tax season assistance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple managed account strategies, supported by a complex affiliate network and a large multi-advisor platform.

Cameron Mason is a financial advisor with Osaic based in Lake Oswego, Oregon, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at Sagepoint Financial, LPL Financial, Independent Financial Group, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Mason also works as a financial advisor and analyst for Conrad Pearson and his clients, focusing on research, proposal development, and client appointment management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and supports discretionary and advisor-managed strategies across a range of products and affiliated relationships.

Kevin Kirkpatrick is a CFP®-certified financial advisor with 18 years of industry experience. He currently works at OSAIC, having previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. In addition to his advisory work, Kirkpatrick is involved in the life and health insurance business as an agent offering various insurance products to clients. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing a range of advisory and brokerage services supported by a model-based investment process and multiple affiliated platforms.

Kevin Greene is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a range of capital markets and wealth management services, including institutional trading capabilities and fee-based financial planning.

Shall Jue is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held Series 63 and Series 66 designations and previously worked at Merrill for 26 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies executed through in-house and third-party managers, supported by a notable capital-markets footprint and integrated financial services.

Carissa Hill is a financial advisor at Ameriprise in Portland, OR, holding a Series 63 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked in the restaurant and real estate sectors, including roles at Urban Restaurant Group and Next Home and HomeSmart Realty. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Aaron Hessel is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. He is also the owner and attorney of the Law Offices of Aaron M. Hessel LLC, specializing in estate planning. His prior experience includes roles at Lion Street Financial, Woodbury Financial Services, and operating his own wealth management firm, Hessel Wealth Management, LLC dba Pete's Mountain Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.

William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Blake Pedersen is a financial advisor at Ameriprise in Beaverton, OR, with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Samantha Wiggins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior roles include positions at EWGA, Swiggins LLC, various insurance carriers, and Waddell & Reed, Inc. She also manages a small business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services utilizing diverse investment strategies and technology tools, supported by a large network of investment adviser representatives.

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.