Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Ilya Yusufov is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Ameritrade and Scottrade before returning to Edward Jones in 2023. Outside of his advisory role, he has served as a test site engineer for ExamSoft. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, operating under a fiduciary standard and managing over $1 trillion in assets.

Trevor Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a FINRA arbitrator, administering dispute resolution related to investor complaints. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering both discretionary and non-discretionary solutions across multiple program platforms.

Tiffany Budke is a financial advisor at UBS Financial Services in Beaverton, OR, holding a Series 66 designation with 26 years of industry experience. She has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products supported by proprietary research and model-based asset allocations.

Joseph Jansen is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on guiding clients through the complexities of financial planning by employing a collaborative planning process that supports informed decision-making aligned with individual financial goals. Joseph has accumulated extensive experience in financial services, holding positions such as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Senior Financial Consultant at TD Ameritrade and Financial Adviser at Pacific Capital Resource Group. He holds a California Insurance License. Outside of his professional work, Joseph engages in activities including baseball, fitness, golf, attending social events with friends, movies, and reading.

Jacob Berg is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles at MassMutual Life Insurance Company and Mass Mutual Oregon, as well as prior experience in educational and hospitality settings. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also features specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning services.

Teri Moomaw is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in client advice.

James Wright is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a Medicare advisor through a separate activity, assisting individuals enrolling in Medicare. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Blake Wandell is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was with Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Samuel Koenig is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Charles Schwab and previously worked at Fidelity Personal and Workplace Advisors and TD Ameritrade. Outside of advisory work, he is a partner at K&S Holdings, LLC, where he manages maintenance and tenant relations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Aimee Keeney is a financial advisor with LPL Financial in Tigard, OR, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2024, as well as at Equitable and Axa Advisors in 2020. From 2014 to 2020, she was associated with Great Harvest Bread Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and advanced technologies.

Douglas Sippel is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Tualatin, Oregon. Outside of his advisory role, he serves as president and coach for Leadership Transitions, LLC, a leadership coaching business. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Bostic is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. He is also involved in rental home activities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to various program structures and third-party money managers.

Mohamed Shamseddine is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2017 to 2023. He specializes in a personalized, goals-based approach to investing, focusing on collaborating with clients to develop plans that support them through significant life events while prioritizing their goals and needs. Outside of his professional work, Mohamed enjoys camping, hiking, music, reading, traveling, and volunteering.

John Miller is a financial advisor at Edward Jones in Portland, OR, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of his advisory role, he owns farmland rental property in Waterloo, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jack Wilding is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at D.A. Davidson & Co. and Fortis Lux Financial. His background also includes roles outside finance, such as working at the University of Oregon and Redtail Golf Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Dustin Tanquary is a Wealth Management Advisor and a founding partner of The Barsotti Tanquary Group at Merrill Lynch Wealth Management. He has been in the financial industry since starting his career at Merrill Lynch Wealth Management in 2011. Dustin works with individuals, families, and businesses, focusing on a planning-based approach that begins with a clear understanding of clients' objectives. His services include retirement income planning, growth and accumulation strategies, college savings plans, tax minimization, and legacy planning. Dustin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Certified Exit Planning Advisor® (CEPA®) designation. He graduated from the University of Oregon with a degree in Finance. Throughout his career, Dustin has been recognized by Forbes on several occasions, including being named to the "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors Best in State" lists. A native Oregonian, Dustin lives in Portland with his family. He enjoys spending time with his family, traveling, golfing, and supporting local sports teams.

Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2012. Outside of his advisory role, he owns and manages several rental property LLCs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.