Darren Williams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 23 years and Quick & Reilly, Inc. for one year. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through Investment Adviser Representatives, utilizing a combination of firm-offered programs and third-party asset managers.

George Kane Jr. is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved with Big Fish Investments LLC in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools without providing individual security recommendations as part of standalone plans.

Raymond Gregoire is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Securities America Advisors, Inc., Kms Financial Services, Inc., and Standard Insurance Company. He also owns and operates an insurance sales and service business focused on life and disability insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of program options supported by various custodial and third-party platforms.

Elie Boutros is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with Cetera and has previously worked at NW Financial Network and Bank of America. Outside of his advisory role, he hosts a self-help podcast titled E&E Show. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a large network of independent advisors.

Steven Dutton is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Cetera, Cascadia Advisory Services, and Pacific West Financial Consultants. Outside of his advisory work, he is involved with John Wood Inc, operating Hudson Insurance & Investment Services, which focuses on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Kristin Erickson is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Erickson is also an ordained minister, performing weddings and funerals in Tualatin, 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, various insurance carriers under W & R Insurance Agencies, and Waddell & Reed, Inc. Adam is based in Portland, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies and servicing a large network of advisors.

Steven Walter is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the owner of SMW30 Properties LLC, a real estate investment business based in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and strategies developed by its Global Investment Committee, serving a broad range of clients through tailored financial plans and investment offerings.

Robert Ehlen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Raymond James since 2011 and was also associated with The Commerce Company from 2011 to 2018. In addition to advising, he is employed as an associate at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Madalyn Vandenbroeder is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Madalyn worked as a Financial Advisor at MassMutual from 2021 to 2022 and gained early experience as an Intern at Pacific Capital Resource Group from 2019 to 2020. Madalyn holds the Certified Financial Planner® designation and is licensed for insurance in California. She focuses on helping clients plan and work towards achieving their financial goals at all stages of life, combining her financial background with a personal approach to financial planning.

Cole O'Donnell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he guides clients through their financial journeys, aiming to develop clear and personalized financial plans tailored to their long-term goals. Prior to this, Cole served as a Financial Representative at Fidelity Investments from 2024 to 2025. His professional experience is focused on financial planning and client support within Fidelity Investments. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Noah Puggarana is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Groundworks Industries and The Hilt Bar and Grill, as well as service with the Oregon Post Adoption Resource Center. He also acts as a Successor Trustee for an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and investment tools, serving clients through a network of Investment Adviser Representatives.

Patrick Murphy is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Thomas Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2004, following a one-year tenure at WS Griffith Securities, Inc. Berry also operates under the DBA Berry Wealth, which is approved by LPL and used for his securities trading activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Mooney is a financial advisor at Edward Jones in Tigard, Oregon, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he coaches freshman baseball for the Beaverton School District’s Mountainside High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Greg Childs is a financial advisor with Charles Schwab in Portland, OR, holding a Series 66 designation and ten years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. Outside of his advisory role, he is involved in property ownership in Portland. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers extensive operational integration across custody, brokerage, and investment management.

Christopher Moyer is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to that, he worked with Waddell & Reed and various insurance carriers at W&R Insurance Agencies from 2011 to 2018. He is also involved in a non-investment business entity, C.L. Moyer, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Evan Connell is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors and Finity Group, LLC prior to joining LPL Financial. He serves as president of the Party With a Purpose Foundation and is involved with the Phi Delta Theta Fraternity alumni committee and as president of his homeowners association board. 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 comprehensive advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform that supports both discretionary and non-discretionary investment strategies.

Carlos Araguas is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, he owns businesses that buy and sell watches and fine art in Portland, OR. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.