Tom Brattain is a financial advisor with OSAIC in Portland, OR, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at SII Investments, The Guidance Group, and Securities America Advisors. He is also the owner of The Guidance Group, which provides life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various asset-allocation and portfolio management tools across multiple advisory platforms.

Calen Kolb is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisers Inc. since 2017. He is also associated with Kruse Woods Financial Partners, where he serves as an operations manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work as well as a range of advisory programs.

Joseph Gledhill is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Scottrade, and TD Ameritrade. Outside of his advisory work, he manages a Facebook group called Show Me Your Ramen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and additional services such as tax-efficient management and securities-based lending.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Dean Woolworth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over thirty years of financial and investment experience, having begun his career in 1993. Prior to joining Merrill Lynch, Dean worked at a Fortune 500 company and as a CPA with a Big Four accounting firm. He holds a Bachelor's Degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound and holds the Personal Investment Advisor (PIA) designation. Dean's client focus includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on understanding clients' personal goals to develop personalized financial strategies. Dean values the relationships he builds with clients, viewing them as dear friends, and he leverages a team of professionals to tailor strategies to individual family needs. A native Oregonian, Dean lives with his wife and two teenage sons. Outside of work, he enjoys outdoor activities available in Central Oregon and staying fit. A sports fan, he supports both the Beavers and the Ducks, as well as the Portland Trail Blazers and Portland Timbers. He finds fulfillment in learning about his clients' families, businesses, goals, and dreams and collaborating with them to develop plans that support their long-term objectives.

Jed Schlanger is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Raymond James Financial and its affiliates since 1995. Schlanger serves on the advisory board of the Simpson Charitable Trust, providing input on nonprofit donations and asset management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA consulting.

Daphne Borger is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pfs Investments Inc. and Primerica Financial Services since 2010. Prior to her financial services career, she was employed at Rite Aid for 38 years. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model portfolio strategies managed by unaffiliated asset managers.

Joseph Ferguson is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2006. Ferguson holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Connor Smith is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America and US Bank. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Waddell & Reed, INC. and various insurance carriers. Outside of his advisory role, Webb serves on the finance committee of the Aviano at Desert Ridge HOA, where he reviews balance sheets and financial planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Fain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has previous experience at Provident Mutual and Financial Reserve Inc. Outside of his advisory role, he provides career counseling and personal budgeting advice through Financial Reserve Inc. and serves as an HOA treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platforms.

Brian Kennedy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Nike and was involved in education and media through The Gonzaga Bulletin. Charles Schwab serves a large client base, 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dennis Braun is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Melinda Avery is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where she has worked since 2014. She has 12 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Magnolia Wolkoff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 credential and has previously worked at Foresters Financial Services. Outside her advisory role, she assists at Kruse Woods Financial Partners, supporting advisors in facilitating client relationships. 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 investors. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Mc Creath is a financial advisor with Merrill, holding a Series 66 credential and 15 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2011. Mc Creath serves as a council member for Rosemary Anderson Prep, participating in advisory meetings and fundraising activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Grandy is a CFP® with 36 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held multiple roles since 2016, including partnerships with Project Discovery LLC, J Grandy Investment, and Kruse Woods Financial Partners. He is also a partner in LLCs that hold ownership interests in the partnership building he and his wife use for their business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling, supporting clients through various advisory programs and specialized institutional services.

Rocky Norris is a financial advisor with LPL Financial in Tualatin, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory role, he owns a business that buys and sells coins on eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Haley Stinson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Edward Jones and JPMorgan Chase. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

James Strauch is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes ownership of Maia Coffee Roasting LLC and leadership roles at Over and Strauch Team Inc. and Waddell & Reed, Inc. He has also been involved in business ventures outside the financial industry, including a coffee roasting company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services supported by research and technology, providing both discretionary and non-discretionary management across various investment programs.