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.

Anthony Desantis is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at ADP LLC and ADP Broker Dealer Inc from 2018 to 2021, and at Paychex Inc from 2009 to 2018. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment advisory programs and affiliated services.

Travis Barsotti is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the Barsotti Tanquary Group and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Travis began his career at Merrill Lynch in 1999 and served as the Resident Director of the Lake Oswego office from 2008 to 2016. He works with individuals, families, and businesses to develop tailored financial plans based on a disciplined, process-driven approach that emphasizes clear understanding of client goals. His expertise includes retirement income planning, growth and accumulation strategies, college education planning, tax minimization, legacy planning, philanthropic planning, and portfolio management. Travis combines wealth planning, asset management, and a service-oriented approach to help clients achieve their personal financial objectives. He focuses on building lasting, multi-generational relationships and supports continuous education within the field of wealth management. Travis and his team were named to the 2023 Forbes “Best-in-State Wealth Management Teams” list. Travis earned a bachelor's degree in Finance from Oregon State University. Originally from Oregon, he resides in the Portland area with his wife and two daughters. Outside of work, he enjoys coaching youth sports, golfing, biking, boating, fishing, skiing, listening to music, traveling, and spending time with his family.

Richard Meyer is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at Kms Financial Services, Inc. for 37 years before joining LPL Financial in 2020. 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, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.

Jonathan Stults is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Ross, and Jewish Vocational Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Nathan Kinney is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated entities from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.

Matthew Majewski is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, previously working at AIG Capital Services Inc. and American General Life from 2013 to 2019. Outside of his advisory work, he owns a rental property managed by a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Christina Aleckson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years prior to joining OSAIC. Outside of her advisory role, she serves as treasurer and board member of the Zimbabwe Rhino Project, a nonprofit focused on wildlife conservation, and is the founder of a public speaking and authoring business aimed at educating Millennials and entrepreneurs on financial basics. She is also president of Women in Insurance and Financial Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct diversified portfolios.

Douglas Souvenir is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Souvenir is a co-managing partner of Kruse Woods Financial Partners and Project Discovery, both support companies outside his advisory role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable presence in municipal and public finance through affiliated departments and referral arrangements.

Robert J Wilson is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at Wells Fargo-affiliated firms. Outside of his advisory work, he holds 100% ownership in LACLAJO Holdings Inc., a financial practice based in West Linn, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Nathan Harrell is a Series 66 licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where he has worked since 2008. He has 21 years of industry experience. Outside of his advisory work, he is involved with SPKH LLC, a real estate business based in Portland, Oregon. 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, providing a broad range of financial solutions.

Kent Calhoon is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 66, Series 63, and Series 65 designations. He has 30 years of industry experience, including 14 years with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Cristina Ederer is a financial advisor at Robert Baird & Co. with one year of industry experience. She previously worked at First Republic Bank, now part of JPMorgan Chase, for five years and at Chase Bank for 21 years. She holds the Series 66 designation. Cristina is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments.

Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services since 2010. Outside of advisory services, he is also an insurance agent for The Commerce Company, where he solicits and processes life insurance. Raymond James Financial Services Advisors provide financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable linkage to municipal and public finance activities.

Joseph Wilson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Principal Securities INC and Principal Life Insurance Company. Wilson is also an independent insurance agent through Tyson Deering & Wilson. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with flexible discretionary options tailored to client objectives.

Tashina Davis is a financial advisor with Robert Baird & Co. in Oregon City, OR, holding a Series 66 designation and five years of industry experience. She has worked at Baird since 2018 and previously held positions at Columbia Bank, Helium Comedy Club, and US Bank. Outside of her advisory role, she is involved in non-investment activities including delivering packages for Amazon and operating an online arts and crafts store on Etsy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paula Roberts is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding a Series 66 credential and 22 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Morgan Stanley. Outside of finance, she owns a personal crafting and home décor business and is involved in sales of health and fitness products and programs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

James Parker is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 2002. Parker serves on the board of URS Electronics, an electronic parts wholesaler, and holds leadership roles in several nonprofits, including treasurer and finance chair positions at the Arlington Club Heritage Foundation and the Oregon Historical Society. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. 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, and operates under a fiduciary standard.

Christopher Rainwater is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Metis Wealth Advisory Group and has been with Raymond James Financial Services since 2014. Rainwater also supports producing advisors at Metis Wealth Advisory Group in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through a range of managed and brokerage account options.