Colin Eckert is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 designation. He has approximately one year of industry experience, having previously worked at CPS Investment Advisors and Raymond Capital Advisors. Outside the financial sector, he has experience working at Smoothie King. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Terry Morrison is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Chris Bouma is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to co-create financial plans and simplify their financial situations, enabling clients to make informed decisions aligned with their goals. Chris has been with Fidelity Investments since 2021. Prior to joining Fidelity, Chris worked as a Financial Advisor at AIG Life & Retirement during two periods, from 2009 to 2013 and again from 2019 to 2021. His experience in financial consulting encompasses planning and advising clients on retirement and life insurance products. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.

Edwin Turnquist is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for D.A. Davidson & Co. for 11 years before joining Stifel in 2024. Outside of advisory work, he manages Turnquist Hospitality, LLC, overseeing hotel operations, and serves as a general partner in Turnery Properties I, LLLP, which operates a hotel in Minneapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Eric Peterson is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Edelman Financial Engines in Portland, OR. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates various discretionary and non-discretionary investment programs.

Dana Mathews is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has a background that includes roles at Meta Platforms and R/GA Media Group. Outside of financial advisory work, Mathews is co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated offerings. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Rebecca Horn is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at LPL Financial since 2006. She also teaches investing and personal finance classes through Clackamas Community Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes six years at Ameriprise Financial Services, LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies through a large network of investment adviser representatives.

Christian Crawford is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He joined J.P. Morgan Securities in 2025 after working for Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Joshua Hooper is a financial advisor at Morgan Stanley in Lake Oswego, OR, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at BMO Family Office from 2016 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Viengsavanh Bounnam is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Board of Directors for Portland Metro Arts, provides pro bono financial planning through Homes for Our Troops, and chairs the planning committee for "New Year in the Park," a community event celebrating Southeast Asian new year traditions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brandon Jochim is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a consulting business and co-owns an entity that holds his office building. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver written, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawal planning.

Jeffrey Mansur is a CFP® professional with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Signator Investors, and other firms. Mansur also operates Mansur Financial, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and extensive non-advisory financial services.

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.

Bart Stuart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their individual ambitions and priorities. Bart focuses on helping clients plan for key financial goals such as funding education, preparing for retirement, managing potential healthcare costs, and achieving long-term family objectives. Bart holds a Bachelor's Degree from the University of Oregon and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes simplicity and transparency in wealth planning, guiding clients through the complexities of investing to support their financial goals.

Kelly Davis is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to her career in finance, she worked at LA Fitness for four years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Gahlsdorf is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been serving clients' financial needs in the Willamette Valley for over 12 years, bringing a background in investment strategies combined with extensive knowledge of banking and lending. This experience provides him with a well-rounded perspective when working with clients. Prior to joining Fidelity Investments, Eric held various roles at Wells Fargo from 2012 to 2020, including Premier Banker, Licensed Personal Banker 2, Licensed Banker, Personal Banker, Customer Sales and Service Representative, and Teller. His career progression at Wells Fargo reflects his comprehensive experience within the financial industry. Eric's approach involves understanding each person's unique situation and values to collaboratively formulate a financial plan aimed at supporting their best life.