Douglas Sippel is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with LPL Financial since 2006. He holds Series 63 and Series 65 licenses and is based in Tualatin, Oregon. Outside of his advisory role, he serves as president and coach for Leadership Transitions, LLC, a leadership coaching business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Bostic is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. He is also involved in rental home activities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to various program structures and third-party money managers.

Mohamed Shamseddine is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2017 to 2023. He specializes in a personalized, goals-based approach to investing, focusing on collaborating with clients to develop plans that support them through significant life events while prioritizing their goals and needs. Outside of his professional work, Mohamed enjoys camping, hiking, music, reading, traveling, and volunteering.

John Miller is a financial advisor at Edward Jones in Portland, OR, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1997. Outside of his advisory role, he owns farmland rental property in Waterloo, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Jack Wilding is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at D.A. Davidson & Co. and Fortis Lux Financial. His background also includes roles outside finance, such as working at the University of Oregon and Redtail Golf Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Dustin Tanquary is a Wealth Management Advisor and a founding partner of The Barsotti Tanquary Group at Merrill Lynch Wealth Management. He has been in the financial industry since starting his career at Merrill Lynch Wealth Management in 2011. Dustin works with individuals, families, and businesses, focusing on a planning-based approach that begins with a clear understanding of clients' objectives. His services include retirement income planning, growth and accumulation strategies, college savings plans, tax minimization, and legacy planning. Dustin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Certified Exit Planning Advisor® (CEPA®) designation. He graduated from the University of Oregon with a degree in Finance. Throughout his career, Dustin has been recognized by Forbes on several occasions, including being named to the "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors Best in State" lists. A native Oregonian, Dustin lives in Portland with his family. He enjoys spending time with his family, traveling, golfing, and supporting local sports teams.

Brady Suddendorf is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He previously worked at UBS Financial Services and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Fields is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird & Co. since 2012. Outside of his advisory role, he owns and manages several rental property LLCs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Tom Brattain is a financial advisor with OSAIC in Portland, OR, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at SII Investments, The Guidance Group, and Securities America Advisors. He is also the owner of The Guidance Group, which provides life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various asset-allocation and portfolio management tools across multiple advisory platforms.

Calen Kolb is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisers Inc. since 2017. He is also associated with Kruse Woods Financial Partners, where he serves as an operations manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work as well as a range of advisory programs.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Chelsea Mc Graw is a Series 66-credentialed financial advisor with nine years of industry experience. She has been with Ameriprise since 2014, currently based in West Linn, OR. Outside of her role at Ameriprise, she is also involved with KVV Golden Rule Enterprises LLC as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dean Woolworth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over thirty years of financial and investment experience, having begun his career in 1993. Prior to joining Merrill Lynch, Dean worked at a Fortune 500 company and as a CPA with a Big Four accounting firm. He holds a Bachelor's Degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound and holds the Personal Investment Advisor (PIA) designation. Dean's client focus includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on understanding clients' personal goals to develop personalized financial strategies. Dean values the relationships he builds with clients, viewing them as dear friends, and he leverages a team of professionals to tailor strategies to individual family needs. A native Oregonian, Dean lives with his wife and two teenage sons. Outside of work, he enjoys outdoor activities available in Central Oregon and staying fit. A sports fan, he supports both the Beavers and the Ducks, as well as the Portland Trail Blazers and Portland Timbers. He finds fulfillment in learning about his clients' families, businesses, goals, and dreams and collaborating with them to develop plans that support their long-term objectives.

William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Daphne Borger is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pfs Investments Inc. and Primerica Financial Services since 2010. Prior to her financial services career, she was employed at Rite Aid for 38 years. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model portfolio strategies managed by unaffiliated asset managers.

Shayna Tucker is a Series 66 licensed financial advisor with eight years of industry experience, currently with Raymond James Financial. She has worked within various divisions of Raymond James since 2018 and previously spent nine years at Pdx Counseling, LLC. Tucker is also the owner of Invista Wealth Advisory LLC, where she serves as an independent contractor financial advisor. 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 offers tailored non-discretionary planning and consulting, incorporating analytical tools and risk profiling to support client goals.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Art Gamblin Motors and held roles at Lewis and Clark College and Enumclaw Senior High School. She is also a Notary Public. 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 various advisory programs and financial planning services.

Joseph Ferguson is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2006. Ferguson holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.