Mark Zellerhoff is a financial advisor at Osaic Wealth, Inc. based in Portland, Oregon, with 29 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Securities America Advisors and KMS Financial Services, Inc. Zellerhoff co-manages his practice with a partner under the name Cascadia Wealth Advisors through a general partnership structure used for tax and accounting purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to offer a range of investment solutions tailored to client needs.

Steven Fain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has previous experience at Provident Mutual and Financial Reserve Inc. Outside of his advisory role, he provides career counseling and personal budgeting advice through Financial Reserve Inc. and serves as an HOA treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platforms.

Brian Kennedy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Nike and was involved in education and media through The Gonzaga Bulletin. Charles Schwab 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dennis Braun is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Magnolia Wolkoff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 credential and has previously worked at Foresters Financial Services. Outside her advisory role, she assists at Kruse Woods Financial Partners, supporting advisors in facilitating client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Mc Creath is a financial advisor with Merrill, holding a Series 66 credential and 15 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2011. Mc Creath serves as a council member for Rosemary Anderson Prep, participating in advisory meetings and fundraising activities. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Grandy is a CFP® with 36 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held multiple roles since 2016, including partnerships with Project Discovery LLC, J Grandy Investment, and Kruse Woods Financial Partners. He is also a partner in LLCs that hold ownership interests in the partnership building he and his wife use for their business operations. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling, supporting clients through various advisory programs and specialized institutional services.

Rocky Norris is a financial advisor with LPL Financial in Tualatin, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory role, he owns a business that buys and sells coins on eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Haley Stinson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Edward Jones and JPMorgan Chase. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

James Strauch is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes ownership of Maia Coffee Roasting LLC and leadership roles at Over and Strauch Team Inc. and Waddell & Reed, Inc. He has also been involved in business ventures outside the financial industry, including a coffee roasting company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services supported by research and technology, providing both discretionary and non-discretionary management across various investment programs.

Jason Daily is a financial advisor with Mass Mutual Investors Services in Lake Oswego, OR. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, having worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was a student at Colby Sawyer College and has no previous industry experience. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Matthew Kibbe is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is actively involved with the Boy Scouts of America as a member and serves on the Endowment/Planned Giving Board and Eagle Scholarship Committee. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized advisory and investment capabilities.

Aaron Kohn is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008 and is a partner in several private ventures including KK&R, LLC and Table Top Racing, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and research.

Tricia Pickett is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory work, she serves as a successor trustee for a trust in Milwaukie, Oregon. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools, with a broad offering that includes retail and institutional investment solutions.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

Owen Chambers is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and The Finity Group, where he remains active in insurance and human resources-related business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering diversified advisory programs and comprehensive financial services.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.

Dale Flick is a CFP® professional with 39 years of industry experience, currently advising clients at Robert Baird & Co. since 2014. He is based in Portland, OR, and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Holly Mc Neil is a CFP®-designated financial advisor at Edward Jones with 17 years of industry experience, all of which have been with the firm since 2009. She holds the Series 66 license and is based in Tigard, Oregon. Outside of her advisory role, she is involved as a landlord in King City, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.