Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Jaime Komitor is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation and beginning their career in 2025. Prior to joining Edward Jones, Jaime worked at Leo Burnett and Broadhead. Outside of their advisory role, Jaime serves as an assistant softball coach for girls fastpitch at Lake Oswego High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm supports its services through a large network of financial advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Joseph Klink is a financial advisor with Edward Jones in Beaverton, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides services under a fiduciary standard and maintains affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Mercedes Napoli is a financial advisor at LPL Financial with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2022, she worked at Ameriprise from 2017 to 2022 and was involved with L'Arche Portland from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Larry Christiansen is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC in Portland, OR. His prior experience includes ten years at KMS Financial Services, Inc. and four years with Securities America Advisors, Inc. Christiansen operates a separate business under the name Zephyr Investments & Planning Services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of financial and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Todd Baird is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Wells Fargo Advisors and Financial Advocates Investment Management. He is also involved with Next Steps Wealth Management, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and various technology-driven solutions.

Justin Vanaken is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has worked at Cetera Investment Advisors and Cetera Wealth Services since 2025. Outside of his advisory role, he is a tax associate at Pinnacle Tax & Financial Services, where he prepares tax returns and performs administrative and IT duties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers across multiple program structures.

Tyson Hallowell is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Merrill Lynch Pierce Fenner & Smith Inc and Raymond James Financial Services. Outside of his advisory role, he works as a basketball coach and trainer in the Portland area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its extensive retail advisor network and affiliated financial services.

David Vanderploeg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, OR. He has been with Ameriprise and its affiliate since 2005. Vanderploeg also owns Gojisan LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sam Manafi is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds the CFA® designation and Series 66 license and has been with RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Brandon Maceachern is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Signator Investors, Centinel Financial Group, and Wayfair, before joining Equitable Advisors in 2022. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hank Clayton is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over a decade. Outside of his advisory work, he has ownership interests in wealth management and construction businesses in Oregon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels.

Jerry Tucker is a financial advisor at OSAIC with 53 years of industry experience. He has held positions at Sagepoint Financial, Inc., LPL Financial, and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship consulting business focused on off-road racing and vehicle accessories. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple investment platforms and third-party services.

Matthew Marr is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2018, he spent 12 years with U.S. Bancorp Investments. He is involved with CMMM Investments, LLC, a business associated with the sale of a practice agreement related to another advisor's retirement. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Kerri Patrick is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at SagePoint Financial for eight years. Her background includes work with term and fixed annuities, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Paulsen & Belding LLC and several insurance carriers, as well as Waddell & Reed, Inc. His experience includes managing business entities related to investment and tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Ian Stuart is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 2000 and has worked at Charles Schwab Bank, SSB since 2005. Stuart holds Series 63 and Series 65 credentials. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Stephanie Pfister is a financial advisor with Wells Fargo Clearing based in Lake Oswego, OR. She holds Series 63 and Series 66 designations and has 11 years of industry experience, including a decade at JP Morgan Securities and JP Morgan Chase Bank. She joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Maletteri is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Since 2011, he has worked with MassMutual Investors Services and MassMutual Life Insurance Company. He is also engaged in outside insurance sales focusing on individual life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.