John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and managing Strauch Investments LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party sources.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

Christopher Rask is a CFP® with 28 years of experience in the financial services industry. He has been with LPL Financial since 2020 and previously worked at Wells Fargo Advisors for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bryan Brumund is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He has over 25 years of experience in financial services, focusing on helping individuals achieve their personal financial goals through customized planning. Bryan's professional background includes positions such as Vice President of Sales at Resource Securities from 2016 to 2019, Regional Director roles at Steben & Company, Structured Investment Products America, LLC, Goldman Sachs, and AFBA Investment Management Company, as well as a Regional Sales Representative at Scudder Investments. Earlier in his career, he worked as a Chicago Board of Trade Runner at Linnco Futures Group. He holds a California Insurance License.

Zachary Mullnix is a CFP® and Series 66 registered financial advisor with six years of industry experience. He is currently with Charles Schwab in Lake Oswego, OR, where he has worked since 2022. His prior experience includes roles at Ameriprise, Equitable Advisors, AXA Advisors, and various positions related to outdoor recreation and sports. Outside of his advisory work, Mullnix occasionally works as a dog sitter and walker. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary management options.

Wendy Wells is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Charles Schwab and Co., Inc. and has prior experience at Fidelity Investments and Lincoln Financial Advisors. Wells serves as a Director at Large for the Oregon Porsche Club of America, where she participates in communications and community outreach activities. Charles Schwab 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 and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational resources.

Kevin Parisi is a financial advisor at LPL Financial with six years of industry experience. He previously worked at Edward Jones for six years and spent nine years with Enterprise Rent-A-Car Company of Sacramento, LLC. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Johnathan Hausinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent five years at WinCo Foods LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Jack Eggers is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Thrivent Financial and has experience in entrepreneurial and sports-related businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeffrey Albright is a financial advisor with Edward Jones in Portland, OR, holding CFP®, ChFC®, and Series 63 designations. He has 22 years of industry experience, including 23 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Fessler is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as a high school football coach for Silver Falls School District in Silverton, Oregon. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Geoffrey Creighton is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Portland, Oregon area. He specializes in investment planning for retirement and works with a team of dedicated specialists to help clients achieve their financial objectives and provide exceptional service. Geoffrey focuses on legacy planning, liquidity management, managing new wealth, and retirement income. He has more than 14 years of experience advising clients through multiple and complex market cycles. His investment philosophy centers on minimizing risk while generating consistent total return for clients, using a defined process that employs time-tested, results-oriented strategies. Geoffrey holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Asset Management Specialist™ (AAMS®) designation, and the Personal Investment Advisor (PIA) designation. Geoffrey earned a Bachelor's degree from Oregon State University with a concentration in Finance. An Oregon native, he lives in Portland and participates in local charitable events. His personal interests include adventure sports, basketball, biking, golfing, hiking, reading, running, skiing, spending time with family, and traveling.

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Tyler Andrews is a CFP® with nine years of experience in financial advising. He is currently with Cetera and has previously worked at ClearFP Securities, Lion Street Advisors, and Woodbury Financial Services. In addition to his advisory role, he is involved in insurance sales and provides insurance services through affiliated businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Donald Westlund is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Westlund works, serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Bret Reiner is a financial advisor with Edward Jones in West Linn, OR, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Rask is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and over 27 years of industry experience. He previously worked at Wells Fargo Advisors for five years and has owned Rask Enterprises, LLC since 1993. Outside of advisory services, he owns a business called Pala Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

Bryson Urie is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding CFP®, Series 65, and Series 63 designations and has 12 years of industry experience. His prior work includes roles at Principal Securities Inc., Union Financial, Tyson Deering Wilson Financial Services, and Principal Life Insurance Company. Outside of his advisor role, he is also an independent insurance agent offering risk products to clients. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Michael Smelser is the Market Leader for the Oregon and Idaho markets at Fidelity Investments, a role he has held since 2021. In this capacity, he oversees market operations and works to deliver a comprehensive financial planning experience. His career in financial services spans over two decades, beginning as a Senior Financial Planner at Wunch Financial Services in 1998. He has held various roles including Financial Consultant positions at Charles Schwab and RBC Dain Rauscher, and multiple leadership positions at Fidelity Investments, progressing from Investment Representative to Vice President and Branch Leader prior to his current role. Further details about his education, credentials, and personal interests are not provided.

Robert Kays is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and Kms Financial Services for 27 years. He is also involved with Risk Management Insurance Services, an insurance agency he has been associated with since 1985. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.