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.

Justin Abell is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working in agriculture-related businesses and with FedEx. Abell is based in Lake Oswego, Oregon, and began his advisory role with LPL Enterprise in 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Jonathan Leslie is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Enterprise. His work history includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. He operates out of Lake Oswego, Oregon. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining adviser programs with brokerage and insurance product sales through an integrated platform.

Martha Knapp is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved with Martha Knapp Studios, a business based in Tigard, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

George Scherzer is a financial advisor at Robert Baird & Co. with 48 years of industry experience. He has been with Robert Baird & Co. since 2014. Scherzer holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Trevor Looney is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He holds the CERTIFIED FINANCIAL PLANNER™ designation and works collaboratively with clients to prioritize financial goals, analyze their current financial situation, and discuss appropriate strategies to help them make intentional decisions about their money. Trevor's professional experience spans several roles in the financial services industry, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2021 to 2024. Prior to that, he worked with Umpqua Investments, Inc., Wealthbridge Advisors, Key Investment Services, LLC, and Johnstone Financial Advisors in various advisory capacities from 2007 onward. He is licensed with the California Insurance License. Outside of his professional career, Trevor has interests in cars, comedy, reading, and scuba diving.

Kelly Hovland is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Hovland spent 13 years at Nestle Health Science. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Bethany Mergogey Gilbertson is a financial advisor at Robert Baird & Co. with a Series 66 credential and has been in the industry since 2023. Her prior work experience includes roles at GXO, VillaSport, and Amazon. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlays, supported by home-office research and technology tools.

Robert Seibert is a financial advisor with LPL Financial based in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is involved in non-variable insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, research, and multiple management approaches.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Larry Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he participates in speaking engagements at churches and church-related events. 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 financial planning and advisory programs backed by research and model portfolios, along with various wealth management and retirement solutions.

Harold West is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, KMS Financial Services, and Sumner Financial Group. Outside of his advisory role, he serves as president of Estate Analysts Ltd and acts as a power of attorney for a family member. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, employing asset-allocation tools and multiple investment vehicles, with portfolios managed on discretionary or non-discretionary bases.

Mark Hildebrandt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Sherwood, Oregon. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Dustin Marlett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and DuPont Wealth Advisors. Marlett serves on the advisory board of a nonprofit school, assisting with estate planning and gifting strategies for alumni. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs across a large network.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jeffrey Pratt is a CFP® professional with 13 years of experience in the financial services industry, currently affiliated with LPL Financial. He has previously worked with Cambridge Investment Research Advisors and owns Finity Group LLC, an independent insurance agency. Pratt also serves as treasurer and board member of the Portland Pearl Rotary Club. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.