Drew Bergemann is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2026 and has prior experience in education, including roles at Oregon State University, Just Kids Skill Camps, Sunset High School, and Stoler Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform that combines advisory and brokerage capabilities.

Francisco Valdivieso is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and research to support its retirement-income consulting.

Conner George is a Financial Consultant with extensive experience advising some of the world's largest financial institutions, family offices, and high-net-worth individuals. He partners with clients to educate and empower them, working toward their financial goals through comprehensive assessment, strategy implementation, risk and performance monitoring, and ongoing analysis and communication. Prior to his current role, Conner held multiple positions at D.A. Davidson Companies from 2014 to 2022, including Senior Vice President, Vice President, Associate Vice President, and Associate in Institutional Equity Sales. This experience provided him with a deep understanding of institutional equity markets and client relationship management. Outside of his professional work, Conner enjoys camping, golf, music, outdoor adventures, skiing, and snowboarding.

James Schaller is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Schaller is also involved in tax preparation and accounting through his Woodstock Tax Practice in Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

Deborah Jenkins is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at RBC Capital Markets since 2021 and previously spent nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Christopher Goetz is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Network and Canyon Financial Group. He is also the owner of Vesta Fortuna Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and bespoke strategies under various program structures and custodial relationships.

Katherine Fisher Schultz is a financial advisor with Raymond James & Associates in Lake Oswego, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She previously worked at Morgan Stanley for seven years and Citigroup Global Markets for five years. Outside of her advisory role, she owns a residential property managed under a rental agreement. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Quinn Kelso is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kelso worked at Starbucks Coffee Company for six years and Subway for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kassandra Grove is a Series 66 licensed financial advisor with Morgan Stanley, based in Lake Oswego, OR, and has four years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work at Al's Garden and Home and the University of Portland. Outside of advising, she is an officer at Grove Custom Fabrication LLC, a construction and engineering business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Trevor Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a FINRA arbitrator, administering dispute resolution related to investor complaints. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering both discretionary and non-discretionary solutions across multiple program platforms.

Tiffany Budke is a financial advisor at UBS Financial Services in Beaverton, OR, holding a Series 66 designation with 26 years of industry experience. She has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products supported by proprietary research and model-based asset allocations.

Joseph Jansen is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on guiding clients through the complexities of financial planning by employing a collaborative planning process that supports informed decision-making aligned with individual financial goals. Joseph has accumulated extensive experience in financial services, holding positions such as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Senior Financial Consultant at TD Ameritrade and Financial Adviser at Pacific Capital Resource Group. He holds a California Insurance License. Outside of his professional work, Joseph engages in activities including baseball, fitness, golf, attending social events with friends, movies, and reading.

Jacob Berg is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles at MassMutual Life Insurance Company and Mass Mutual Oregon, as well as prior experience in educational and hospitality settings. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also features specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning services.

Teri Moomaw is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in client advice.

James Wright is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a Medicare advisor through a separate activity, assisting individuals enrolling in Medicare. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Kimberly Cimmiyotti is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. In addition to her advisory work, she is a notary and operates a business entity, Cimmiyotti Financial, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides diverse advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Samuel Koenig is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Charles Schwab and previously worked at Fidelity Personal and Workplace Advisors and TD Ameritrade. Outside of advisory work, he is a partner at K&S Holdings, LLC, where he manages maintenance and tenant relations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Aimee Keeney is a financial advisor with LPL Financial in Tigard, OR, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2024, as well as at Equitable and Axa Advisors in 2020. From 2014 to 2020, she was associated with Great Harvest Bread Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and advanced technologies.