Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

Mousa Obeidi is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary when advising on investments.

Michael Tkachuk is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial and its predecessor firms since 1990. Outside of his advisory role, he is involved with Pacific Financial Group Inc., a business entity for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Scott Mckinley is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Jordan Delgado is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including roles at Columbia Credit Union and Owens Illinois Glass Plant. Delgado is involved with Columbia Invest and Insure, offering investment products and services through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides financial planning and a range of advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Hoover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Hoover is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Carol Vreeland is a CFP® with 46 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Crown Capital Securities, LP for 25 years. In addition to her advisory role, she serves as treasurer and membership chair for a women's networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management options.

Ryan Leday is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he held positions at H&R Block, KeyBank, and Amazon. He is also affiliated with Oregon State University, where he has been involved since 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 broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Casey Norton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He holds the Series 66 designation and is based in Milwaukie, Oregon. Norton has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. for his entire recent career. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to generate tax-efficient, income-focused recommendations.

Stephanie Senic is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. She also supports financial advisors in client services roles at Addison Avenue Investment Services and First Tech Federal Credit Union. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients assess potential outcomes, supporting implementation through its advisory programs and affiliated firms.

James Osborne is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad planning menu and integrated advisory services combined with other financial product offerings.

Jakob Kelnhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Metis Wealth Advisory Group and Foresters Financial Services prior to his current role. Outside of advising, he manages a short-term vacation rental business. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with additional capabilities in municipal and public finance advisory services.

Melanie Graves is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 11 years of industry experience. Her career includes positions at RBC Capital Markets Corporation and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Tracy Maltby is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. 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 is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Brian Cha is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2026, he worked at LPL Enterprise and Prudential Insurance Company of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. 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 and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.