Jakob Kelnhofer is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Metis Wealth Advisory Group and Foresters Financial Services during his career. Outside of his advisory work, he manages a short-term vacation rental business. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation, modeling tools, and research to develop tailored recommendations, often serving in an advisory and implementation-support role rather than as a delegated manager.

Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Tracy Maltby is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Bryce Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is president and owner of Foster & Associates, Inc., a financial services firm, and has experience working with Security Distributors, Inc. and Cetera Advisors LLC. Griffith is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

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.

Kent Sadler is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Fisher Investments and held roles outside the financial sector including at Pacific Seafood and Bamboo Group Operations LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

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.

John Otness is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Outside of his advisory role, he is involved as a franchise development administrator for a retail bakery. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios, and it provides sub‑advisory and retirement plan services to a broad client base.

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.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

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.

Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

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.