Kimberly Perreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with business owners and young families to develop personalized financial strategies that accommodate their busy lifestyles and focus on achieving financial independence. Kimberly emphasizes collaboration with clients' attorneys and CPAs to create integrated, efficient strategies that help clients pursue their long-term financial goals. Kimberly holds a Bachelor of Arts degree in Economics from the University of California at Berkeley. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2002 and has over 15 years of experience in financial services. Additionally, she holds the Personal Investment Advisor (PIA) credential. Outside of her professional commitments, Kimberly volunteers within her community and enjoys activities such as bikram yoga, hiking with her children, spending time on the water, and reading.

Brett Boelsterli is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 designations with three years of industry experience. Prior to joining Edward Jones, he worked at Fisher Investments and Vita Solutions. 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 strategies and affiliated investment products, operating under a fiduciary standard.

Shawn Mangum is a financial advisor with Edward Jones in Lake Oswego, Oregon, holding Series 66 and Series 63 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he is the owner of Mulligan LLC, a real estate company involved with state historical restoration compliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a comprehensive range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Winfred Hayes II is a Series 66-licensed financial advisor at Charles Schwab with two years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and has prior experience in the automotive sales industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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 affiliated discretionary separately managed accounts and offers a distinctive integrated structure with centralized custody and operational support.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Dana Welty is a Planning Consultant at Fidelity Investments, a role she began in 2024. She has experience in financial planning and sales, having worked previously as a Market Sales Partner from 2022 to 2024 and as a Market Sales Analyst from 2021 to 2022 at BlackRock Investments. Dana holds a California Insurance License. She is committed to fostering long-lasting relationships with her clients and emphasizes creating tailored financial plans that align with each client's unique goals. Dana aims to ensure her clients feel heard, valued, and confident throughout the financial planning process. Outside of her professional work, Dana enjoys baseball, cooking and baking, fitness, movies, music, and traveling.

Hung Butzer is a financial advisor at Charles Schwab with 7 years of industry experience. He holds a Series 66 designation and has worked at firms including Key Investment Services, Edward Jones, and Albina Community Bank. Outside of his advisory role, he is a certified National Notary Associate and works as a loan signing agent. Charles Schwab & Co., Inc. serves primarily 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 a large scale and integrated service model.

Stephen Wilmot is a CFP®-designated financial advisor with LPL Financial in Clackamas, Oregon, bringing 41 years of industry experience. He has been associated with Seasons Financial Group and LPL Financial since 2002. Outside of advising, Wilmot serves as a tour host and is a board member of Western Seminary, a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Scherzinger III is a CFP® professional affiliated with Raymond James Financial with nine years of industry experience. He has worked at multiple financial institutions including Raymond James Financial Services Advisors, Columbia Bank, Cetera, and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs in municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Joshua Wilson is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with Resolute Private Wealth and Raymond James Financial Services since 2023. Prior to his advisory career, he spent five years at Liberty University and five years at Wolsey Hall Oxford. Outside of investment advisory, he provides financial planning and advice services through Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary, tailored planning using risk profiling and analytical tools, and supports clients through various advisory programs and institutional consulting.

Sara Tanner is a financial advisor at LPL Financial with 33 years of industry experience. She holds the CFP® designation and has previously worked at Foresters Financial and Foresters Advisory Services. In addition to her advisory role, she is involved with Firenze Wealth Management and Firenze Insurance Solutions. 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, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Robert Chavez is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management options and affiliated asset managers.

Rebecca Miller is a financial advisor with Merrill in Lake Oswego, OR, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. 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 advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

Aaron Eichenbaum is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves as president of Eichenbaum Bateman Larkin CPAs LLC, where he manages business operations and provides tax preparation, accounting, and forensic accounting services. He is also treasurer of the Oregon Defense Attorney Consortium. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sebastian Araguas is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo Advisors, Morgan Stanley, and Apple, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management using multi-asset model portfolios and a centralized operational structure.

Lucas Kidwell is a Series 66 licensed financial advisor with Edward Jones in Oregon City, OR, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Alex Sheppard is a CFP® with 25 years of experience in the financial industry, currently with Cambridge Investment Research Advisors since 2009. He serves as an independent insurance agent and provides non-investment advice related to career, budgeting, and personal management. Sheppard also holds a leadership role as a past president of the Kruse Way Rotary nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio solutions and model-based strategies.

John Lee is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Key Investment Services and KeyBank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Randall Young is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.