Matthew Simon is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Stephanie Palomino is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She previously worked at M Holdings Securities, Inc., Merrill, Bank of America, N.A., the US Securities & Exchange Commission, the US Bankruptcy Court, and TTE Law Group LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Walker Albrecht is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pinnacle Partners, and held other roles outside the financial industry. Charles Schwab serves a large client base primarily consisting of 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 managed accounts and employs a multi-asset strategic allocation approach supported by centralized custody and supervision.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Whipple is a financial advisor at Raymond James Financial Services Advisors, Inc. with ten years of industry experience. He previously worked at Morgan Stanley and Columbia Bank. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Curtis Shirey is a financial advisor with LPL Financial in Tigard, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including prior roles at Waddell & Reed and managing his own business, Curtis Shirey. Outside of his advisory work, he has been involved in non-variable insurance and operates as a communication coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

Benjamin Howell is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at D.A. Davidson & Co. for eight years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding the Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a range of portfolio management styles.

Marcia Wolly is a financial advisor with Raymond James Financial and holds a Series 65 credential. She has 22 years of industry experience and concurrently serves as president and sole owner of Primary Research Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, offering a range of advisory programs and supporting municipal and public-finance work through its affiliation with a municipal advisor.

Joseph Brazil is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and has been associated with Stone & Youngberg LLC since 2001. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Marcia Moore Hull is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she is an owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Travis Kroeger is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Kroeger also operates Kroeger Financial Services, Inc., providing life insurance, long-term care, disability, and annuities to clients. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and access to third-party managers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kent Rudisill is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as secretary and finance committee member of the Eliot Tower Home Owners Association in Portland, Oregon. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational platform.

Otoniel Maxwell is a financial advisor at Edelman Financial Engines in Portland, OR, holding a Series 65 credential with four years of industry experience. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, Mariner Wealth Advisors, and Fisher Investments. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios and both discretionary and non-discretionary management options.

Abel Estraviz is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Merrill, Bank of America, and AXA Advisors, as well as experience in property management and university employment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Aaron is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm entity. Outside of his advisory work, he is involved in managing several limited liability companies related to real estate and business operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

Kyle Cox is a financial advisor with OSAIC in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory role, he is involved in insurance brokerage, specializing in life, health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions and platform transitions.

Aaron Daugherty is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, and Entertainment Properties Inc. Outside of finance, he manages a tiki bar and karaoke lounge called The Alibi and serves as an intelligence analyst with the Oregon Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Patrick Cummings is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he serves on the Board of Directors for Cascade Policy Institute and De La Salle North Catholic, and participates on the Mt. Hood Ski Patrol committee overseeing the endowment’s portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and integrates capital-markets capabilities and alternative investment options.

Sarah Heesacker is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, based in Hillsboro, OR. She has nine years of industry experience, all with Edward Jones, where she has worked since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.