Joel Rogers is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial industry, having held various roles at Charles Schwab & Co. from 2008 to 2020, including Associate Financial Consultant, Financial Consultant Partner, Specialist in Brokerage Services, and Retirement Plan Services Consultant. Throughout his career, Joel has focused on providing accountability, objective guidance, and serving as a resource to help clients pursue their financial goals. He holds a California Insurance License.

Timothy Davis is a financial advisor at Charles Schwab with 30 years of industry experience. He has held positions at Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. He holds Series 63 and Series 66 registrations and is based in Lake Oswego, Oregon. 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Jacquelene Hall is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

William Defreitas is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for eight years prior to joining OSAIC. He also sells disability insurance through Guardian and serves as executor of his parents' estate. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm provides various investment solutions including managed accounts and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing.

Donald Turk is a financial advisor with Wells Fargo Clearing in Dundee, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer James is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at Raymond James and its affiliated entities since 2018 and previously held positions at Cuso Financial Services and OnPoint Community Credit Union. James is involved with OnPoint Investment Services, offering non-deposit investment products and providing investment advisor associate support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers unique municipal advisory services and specialized retirement plan consulting programs.

Dan Mc Laughlin is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including a 13-year tenure at Key Investment Services. He is also associated with Columbia Wealth Advisors in a non-investment role as a financial advisor. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation.

Mary Christianson is a financial advisor with Robert Baird & Co. in Portland, OR, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that 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 overlay strategies across a range of traditional and non-traditional asset classes.

Greg Smith is a Planning Consultant who partners with financial advisors to assist clients in making thoughtful and confident decisions regarding their financial futures. His approach emphasizes clarity, care, and a long-term perspective to ensure alignment with clients' priorities. Greg collaborates with clients to develop personalized plans that reflect their individual goals. He has been working as a Financial Representative at Fidelity Investments since 2024. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Theodore Spray is a financial advisor at Ameriprise with Series 66 registration and is based in Portland, OR. He has been with Ameriprise since 2024 and has previous experience working at George Fox University and Hudson's Bay High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security claiming options.

Ryan Mccarthy is a financial advisor with Osaic Wealth, Inc. in Portland, OR, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including eight years at Royal Alliance Associates Inc. and several years at Osaic Wealth, Inc. Outside of his advisory work, he serves as a statutory agent for Resource Insurance Services, Inc., advising clients on life insurance and annuity products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services supported by firm-provided asset allocation tools, automated portfolio management, and access to third-party money managers and wrap programs.

Owen Arn is a financial advisor with LPL Financial based in Oregon City, OR. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he gained experience at Crooks & Company Financial Management and has been involved in activities including work with Oregon Parks Forever and local sports organizations such as Portland Pickles Baseball and PDX Reign Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, along with institutional services and advanced portfolio management options.

Sasha Sedneva is a Planning Consultant at Fidelity Investments, where she collaborates with the local wealth management team to support clients throughout their financial journey. She focuses on helping clients utilize Fidelity's resources to work toward their financial goals. Sasha joined Fidelity Investments in 2023 as a Financial Representative before transitioning to her current role in 2024. Her experience at Fidelity has provided her with insight into financial planning and client service. Outside of her professional work, Sasha has personal interests that include board games, cooking and baking, hiking, tennis, and traveling.

Rita Harmon is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 23 years of industry experience. Her background includes roles at Avantax Investment Services and Avantax Advisory Services, as well as positions managing her own firms, Lifetime Financial Solutions, Inc. and Douglas-Harmon CPA LLC, where she provides accounting and tax planning services. She is also involved in real estate through her role as member-manager at Master's Touch Property Company LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Aimee Funk is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tammy Mafara Jacobs is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Raymond James in 2018, she worked at LPL for eight years. Outside of her advisory role, Jacobs provides financial advisory services as an independent contractor for Creative Wealth Management, LLC, and serves in a backup capacity for a family-owned auto business. Raymond James Financial Services Advisors, Inc. offers 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 utilizes tailored, non-discretionary consulting with analytical tools to support client goals and maintains unique municipal advisory affiliations along with specialized retirement plan consulting programs.

Jacob Easterly is a CFP®-certified financial advisor with Ameriprise in Oregon City, OR, bringing 18 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Easterly also owns and manages Easterly & Associates LLC, an independent advisory business. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations tailored to clients’ needs, emphasizing assets held in Ameriprise-managed accounts.

Steven Burch Jr. is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services for nine years. Outside of advisory work, he owns a support company, ViewPointe Wealth, LLC, which manages income and expenses related to his wealth management activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Hogensen is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory work, he is a partner in businesses related to recreational real estate and vacation home management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Kermit Knight is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2017, following his start at Wells Fargo Bank NA in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.