Robert Hesslink Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Advantage Capital Corporation prior to joining OSAIC in 2023. Outside of his advisory work, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio construction process that employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Gene Foley Jr. is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 designations and 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on success and self-development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various strategies and incorporating technology tools to support client account management.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Sagepoint Financial, Inc. for 14 years before joining LPL Financial in 2023. Outside of his advisory work, he serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® and Series 66 designations and possessing 23 years of industry experience. His prior roles include positions at Global Retirement Partners, Principal Financial Services, SCF Investment Advisors, and Waddell & Reed. Outside of his advisory work, he operates an auto hobby business focused on buying, selling, and trading vintage automobile literature and parts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered through a large network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kylee Moore is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has six years of industry experience and previously worked at Clackamas County Bank and Sandy Family Restaurant. Moore is involved with Soroptimist International of Gresham as a club member and board member and is the owner of the When Girls Talk Books podcast. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a range of portfolio management and advisory strategies.

Ross Martin is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Tri Counties Bank and various educational and community organizations. His work history also includes a position at Father’s House Church. Equitable Advisors serves a broad client base including individual investors, pension plans, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers to tailor solutions for clients.

Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and RBC Capital Markets. He is also associated with OnPoint Community Credit Union, where he provides wealth management, estate, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristiana Harding is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has six years of industry experience. Previously, she worked at Wells Fargo Clearing Services and Wells Fargo Bank, NA. Harding is also an Investment Advisor Associate at OnPoint Community Credit Union and OnPoint Investment Services in Clackamas, Oregon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Shannon Paulsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 10 years and operated Paulsen & Belding LLC for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Sarkissian is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial. Outside of his advisory role, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Ariella Jochai is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, Oregon. She has eight years of experience at LPL Financial and has prior work history including self-employment and a role at Lake Oswego Hunt. Outside of her advisory role, she is a commissioned notary in Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc. and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm’s approach involves a centralized service team that collaborates with advisors and produces written Recommendation Reports based on both internal and third-party research within a defined investment universe.

Daniel Bartosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Raymond James since 2014 and is also associated with OnPoint Community Credit Union since 2007. Bartosz serves as a Power of Attorney for a personal investment account, though he does not actively manage it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Benjamin Bistline is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Bistline has worked with Raymond James in various capacities since 2009 and was previously affiliated with Metis Wealth Advisory Group, where he remains the owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors and affiliated firms.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Gary Buczkowski is a CFP® with 29 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. He owns Cascade Wealth Advisors, LLC, an investment advisory business, and serves on the Finance Council board. Additionally, he provides pro bono financial planning through the Foundation For Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and tax-aware withdrawal strategies.

Anshu Thakur is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including VOYA Financial Advisors and Weststar Financial Group, where he is a managing partner. Thakur is also involved in other business activities, including ownership of a holding company, ACT 5 LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program structures and investment options.

Matthew Russell is a CFP® professional affiliated with LPL Financial, based in Clackamas, OR, with 22 years of industry experience. He has worked at several firms, including Wells Fargo Investments and CUSO Financial Services, and currently operates under On Course Wealth Advisors, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational tools.