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Michael P

Series 66

Sandy, OR

LPL Financial

Michael Pickett is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior work at Edward Jones from 2011 to 2017. Since 2017, he has also provided investment advisory services through his independent firm, Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

College savings (529s, UTMA, etc.)
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Ryan B

Series 63, Series 65

Clackamas, OR

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Nicholas H

Series 66

Clackamas, OR

Ameriprise

Nicholas Hymel is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Russell L

CFP®, Series 65, Series 66

Oregon City, OR

Edward Jones

Russell Loeb is a financial advisor with Edward Jones in Oregon City, Oregon. He holds the CFP® designation along with Series 65 and Series 66 licenses and has 26 years of industry experience. Loeb has been with Edward Jones since 2005. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jared T

Series 66

Sandy, OR

LPL Financial

Jared Tjaden is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial. Jared is also involved with EUC Inc., a business entity for tax and investment 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Robert B

Series 66

Camas, WA

Edward Jones

Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously served as a pastor at St Matthew Lutheran Church, where he led weekend services, provided counseling, and officiated weddings and funerals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Marilyn M

CFP®, Series 66

Oregon City, OR

LPL Financial

Marilyn Morrissey is a financial advisor with LPL Financial, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and she has operated The Morrissey Group, LLC since 1982. In addition to her advisory role, she is involved in tax preparation and accounting services through The Morrissey Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Randolph B

Series 63, Series 65

Clackamas, OR

LPL Financial

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Daniel C

Series 63, Series 66

Oregon City, OR

Edward Jones

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James F

CFP®, Series 63

Gresham, OR

LPL Financial

James Franceus is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Jeffrey O

Series 63, Series 65

Clackamas, OR

OSAIC

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric M

Series 63, Series 66

Washougal, WA

LPL Financial

Eric Mazemke is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and CUSO Financial Services, LP. Mazemke is also affiliated with iQ Credit Union and offers investment products and services under the trade name iQ Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, along with various institutional and retail solutions.

College savings (529s, UTMA, etc.)
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Bartolomeo L

Series 63, Series 65, Series 66

Happy Valley, OR

Edward Jones

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Lyft and Uber Technologies, Inc. before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lance I

ChFC®, Series 63

Clackamas, OR

LPL Financial

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon, holding the ChFC® and Series 63 designations. He has 35 years of industry experience and has been with LPL Financial since 2004. Iverson operates two DBAs, Byrd Financial Group and Oak Tree Financial, both based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

College savings (529s, UTMA, etc.)
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Madison P

Series 66

Oregon City, OR

Raymond James Financial

Madison Perry is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Bain Capital and Lyft. Perry also serves as a Bank Associate at OnPoint Credit Union in Portland, Oregon. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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John C

Series 63, Series 65

Camas, WA

OSAIC

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hannah H

Series 66

Clackamas, OR

LPL Financial

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. 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 representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner LGBTQIA Newlywed/Engaged
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Thomas B

Series 63, Series 65

Clackamas, OR

LPL Financial

Thomas Berry is a financial advisor with LPL Financial in Clackamas, OR, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Cameron B

Series 63, Series 65

Washougal, WA

LPL Financial

Cameron Bachelder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Joseph W

Series 63, Series 66

Camas, WA

LPL Financial

Joseph Williams is a financial advisor with LPL Financial based in Camas, WA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Charles Schwab. 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 consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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