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.

Daniel Kalmikov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' goals and current financial plans to identify opportunities for improvement through risk management, income generation, and tax-efficient investing. Prior to joining Fidelity, Daniel gained experience as an Associate Financial Advisor at Ameriprise Financial from 2019 to 2023. He also completed an internship as a Financial Professional at Empirical Wealth Management between 2018 and 2019. He holds a California Insurance License. Outside of his professional work, Daniel has interests in board games, golf, and table tennis.

Jaxon Kyle is a Financial Advisor based in Portland and serving clients across the Pacific Northwest. He works with executives, business owners, and professionals, helping them build retirement, equity compensation, and wealth transfer strategies tailored to their individual needs. Jaxon's practice focuses on retirement planning, managing equity compensation and concentrated stock, and coordinating estate and wealth transfer plans. He holds a Bachelor's degree in Finance from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaxon is committed to building long-term relationships with clients, serving as a trusted resource through every stage of their financial journey. Outside of his professional work, Jaxon enjoys chess, football, golfing, running, and skiing.

Bob Jones is a Series 66 licensed financial advisor with Edward Jones in Milwaukie, OR, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brian Cantrell is a Series 66-licensed financial advisor with LPL Financial, based in Tigard, Oregon, and has four years of industry experience. Before joining LPL Financial in 2021, he spent one year with Waddell & Reed and five years working at The Pool & Spa House. He is also associated with Penchant Wealth, a DBA for his LPL business. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Matthew Moshofsky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers LLP from 2014 to 2017. Since 2017, he has been with Morgan Stanley, including the Morgan Stanley Private Bank, National Association, since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Peter Seelig is a financial advisor with LPL Financial in Portland, OR, holding Series 65 and Series 66 credentials and 28 years of industry experience. He previously worked at Fenton, Wangler Financial and SII Investments, Inc. for 13 years each and at Equitable Advisors for 3 years. In addition to his advisory work, he is a licensed insurance agent and also works as a fitness instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and third-party asset management through a large network of investment adviser representatives.

Wesley Upton is a CFP®-designated financial advisor with Ameriprise in Portland, OR, having six years at the firm and four years of industry experience. His prior work includes roles at Tualatin Hills Parks & Rec District and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

Cameron Bachelder is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates an investment-related business under Heritage Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

Tay Jacoby Fries is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Fries worked at Wells Fargo Clearing for eight years and FSB Premier Wealth Management, Inc. for one year. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in TJF LLC and Northwest Cedar Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, with recommendations developed using Wells Fargo research and planning tools.

Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.