Jason Daily is a financial advisor with Mass Mutual Investors Services in Lake Oswego, OR. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, having worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was a student at Colby Sawyer College and has no previous industry experience. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Matthew Kibbe is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is actively involved with the Boy Scouts of America as a member and serves on the Endowment/Planned Giving Board and Eagle Scholarship Committee. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized advisory and investment capabilities.

Aaron Kohn is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008 and is a partner in several private ventures including KK&R, LLC and Table Top Racing, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and research.

Tricia Pickett is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory work, she serves as a successor trustee for a trust in Milwaukie, Oregon. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools, with a broad offering that includes retail and institutional investment solutions.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

Christian Ramos Kearney is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America/Merrill Lynch prior to joining J.P. Morgan. Outside of finance, he was involved in the restaurant industry, including roles at Mezcaluna and Azteca Mexican Restaurant. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Laurel Luciani is a financial advisor with UBS Financial Services in Forest Grove, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.

Dale Flick is a CFP® professional with 39 years of industry experience, currently advising clients at Robert Baird & Co. since 2014. He is based in Portland, OR, and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Holly Mc Neil is a CFP®-designated financial advisor at Edward Jones with 17 years of industry experience, all of which have been with the firm since 2009. She holds the Series 66 license and is based in Tigard, Oregon. Outside of her advisory role, she is involved as a landlord in King City, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Barker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients in developing specific financial goals and creating investment portfolios designed to achieve those goals with minimal risk. Richard focuses on understanding what matters most to his clients and works to address their concerns to help accomplish their financial objectives. His areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, portfolio management services, socially responsible and ESG investing, women and wealth, as well as sports and entertainment. Richard is dedicated to helping small businesses, their owners, and families simplify their financial lives through tailored planning, objective advice, and sound guidance. Richard holds a Master's of Business Administration (MBA) from the University of California System and a Bachelor's Degree from Oregon State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Fluent in English and German, he is actively involved in the Portland Pearl Rotary and volunteers with Meals on Wheels. His personal interests include genealogy, hiking, skiing, and traveling.

Daniel Prentice is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of experience in the financial industry, with prior roles at firms including Capital Analysts, Lincoln Investment, The Leaders Group Inc, Vanderbilt Securities, KMS Financial Services, and Columbia Benefit Consulting. Prentice is based in Lake Oswego, Oregon. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Taylor Belesiu is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Taylor worked at Fisher Investments, Edward Jones, and held roles at Salon BECK LLC and the Lane County Department of Assessment & Taxation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and extensive investment resources.

Guanlin Li is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. Outside of finance, his background includes roles in education and technology, as well as involvement with several cultural and tech organizations. 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.

Werner James is a financial advisor with Edward Jones in Hillsboro, OR. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 22 years of industry experience. James has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Joel Kiernan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2011, with additional experience as a self-employed professional and brief roles at Natural Grocers and 9iFX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Clara Prendergast is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, OR, bringing 12 years of industry experience. She has worked at Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Nicholas Blattner is a financial professional at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Voya Financial Advisors and Martin Haugh Financial, where he continues to serve as principal. Outside of advisory work, he is an elected board member and finance committee member at Riverside Golf and Country Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Christine Leffler is a Series 66-licensed financial advisor with Edward Jones in Tigard, OR, where she has worked since 2021. She has four years of industry experience and previously held positions at Peloton Interactive and 24 Hour Fitness. She serves as an Education Coordinator for the SW Business Professionals Chapter of BNI Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. With over 23,700 financial advisors nationwide, the firm provides comprehensive wealth management services under a fiduciary standard.