Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years before joining LPL Financial in 2021. Samsa also operates a non-variable insurance business. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Donna Feuerherdt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior experience includes roles at State Farm and Metis Wealth Advisory Group. She maintains an appointment with MassMutual for direct life insurance. 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 clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance capabilities.

Brett Mc Neil is a Series 66 licensed advisor with Edward Jones in Tigard, Oregon, where he has worked since 2022. He has three years of industry experience and previously spent 13 years at Nike Inc. Outside of his advisory role, he teaches martial arts through his business, Willamette Bujinkan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Breunig is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2011, he has served as the Senior Resident Director for the Merrill office in Lake Oswego, Oregon, since 2016. In addition to his leadership role, Jeremy serves a three-year term from 2023 through 2025 on the Resident Director Advisory Council to Management, representing Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA®) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to navigate important financial decisions. He develops personalized wealth analyses tailored to each client's circumstances, addressing areas such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy objectives. His approach emphasizes discipline and intentionality to help clients pursue their long-term goals. Jeremy attended the University of Minnesota Twin Cities. Outside of his professional responsibilities, he is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. He enjoys spending time with his family, golfing, traveling, and following sports teams.

Laura Johnson is a financial advisor with Edelman Financial Engines in Vancouver, WA, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines offers technology-enabled investment advisory services primarily for 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 programs, and provides sub‑advisory services to other financial institutions.

Daniel Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as Chief Financial Officer of PDX Wealth Management, in addition to holding officer roles at Harlin & Jung, Inc. Dunham also works as an agent for Securian Financial, specializing in life insurance recommendations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting through various advisory programs and supports institutional consulting and portfolio management across a wide advisor network.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.

Bradley Welter is a Series 66–credentialed financial advisor with 12 years of industry experience. He has worked at Thrivent Investment Management since 2014 and at THRIVENT Financial since 2015. He is based in Portland, Oregon. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michele Kaiser is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she manages rental properties in the Portland, OR 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Guy Crooks is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at SII Investments, Inc. from 2016 to 2018 before joining LPL Financial, where he has been since 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Jason Downey is a financial advisor with Morgan Stanley in Lake Oswego, Oregon. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role, he worked at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the investment committee of the Beaverton Rotary's charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured tools and market modeling techniques.

Chad Fensler is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Raymond James since 2014. Outside of his advisory role, he is involved in managing small business ventures related to his financial services activities and serves as treasurer for a local homeowners association. 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 clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryce Anderson is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Crown Capital Securities, L.P. for over two decades. Outside of advising, he is involved in several activities including serving as an officer of Certified Portfolios, Inc. and Interstate Pension Services, Inc., where he engages in insurance sales and retirement plan evaluation. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a broad range of advisory and brokerage services with discretionary and non-discretionary management options. The firm employs various investment strategies supported by in-house and third-party research.

Andrew Alfonso is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 advisors.

Tobias Beck is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has a long tenure within the Wells Fargo organization, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. He holds ownership stakes in two investment-related ventures in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research, tools, and simulation models, allowing clients to select how to implement tailored recommendations through various advisory and brokerage programs.

Erik Jones is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after five years at Delphos and previous positions including work at Johns Hopkins School of Advanced International Studies and service with the U.S. Peace Corps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies across multiple platform arrangements.

Andrew Miller is a financial advisor at Robert Baird & Co. in Portland, OR, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Miller works, advises individuals, families, pensions, corporations, and charitable organizations through a combination of consulting and portfolio services. The group tailors investment strategies to client goals and risk tolerances, offering a range of management options including discretionary and non-discretionary portfolios, separately managed accounts, and overlay services.

Joshua Ulmer is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Oswego, Oregon. He has 23 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ulmer participates in a Fidelity Investments group that collaborates quarterly with senior management to improve the 401(k) platform experience for financial advisors. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Laurie Daven is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company before joining Fidelity. Outside of her advisory role, she works as an independent contractor in portraiture, illustration, and writing, including both non-fiction and fiction projects. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven, algorithmic approach to portfolio construction and offers services such as discretionary management, fund advisory, and model portfolios.

Kerrick Jaquith is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, he owns and operates Western Accounting & Tax Solutions, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities across multiple program structures.