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.

Christopher Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Waddell & Reed, INC. and various insurance carriers. Outside of his advisory role, Webb serves on the finance committee of the Aviano at Desert Ridge HOA, where he reviews balance sheets and financial planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Joni Carlisle is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also serves in the Oregon Air National Guard and works as a reservist providing legal services for the U.S. Air Force at Joint Base Pearl Harbor-Hickam. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

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.

Kevin Robertson is a financial advisor with Merrill in Portland, OR, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory work, he is a committee member of the Lake Oswego Schools Foundation and participates in their capital campaign efforts. He also shares a car restoration hobby with his twin brother. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes tax-efficient investment solutions alongside extensive manager selection and oversight.

Mustafa Baghshi is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. In his current role, he supports long-term wealth objectives for Fidelity's sophisticated clientele through personalized wealth planning services. Prior to this, Mustafa served as a Wealth Management Service Specialist at Fidelity Investments from 2023 to 2025. He also has experience as a Financial Advisor at US Bancorp Investments from 2021 to 2023 and briefly worked as a Private Client Advisor at JP Morgan Chase in 2021. Earlier in his career, he was a Wealth Management Associate at US Bancorp Investments from 2017 to 2021. In addition to his professional commitments, Mustafa has personal interests that include cars, comedy, cooking and baking, movies, and snowboarding.

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.

Cy Aleman is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He has worked at UBS Financial Services since 2024 and previously spent 12 years at Pioneer Investment Management USA Inc. Outside of advisory work, Aleman holds ownership interests in several real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to proprietary research and capital markets products.

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.

Elizaveta Vilge is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, she spent five years at Media Net. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

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.

Phoebe Palmer is a financial advisor with Morgan Stanley in Portland, OR, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior roles include positions at E*Trade Securities, Solium Financial Services, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Joseph Sillay is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2015. Based in Portland, OR, his career has been focused within these institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chinh Nguyen is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Foresters Financial and Foresters Advisory Services LLC, spanning two decades, alongside operating Iron Sight LLC, a firearms safety business, and PEWCIFIC NORTHWEST LLC, an apparel company. Nguyen also manages Nguyen Management Inc. and has been involved with these entities concurrently with his advisory career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by model portfolios, research, and diverse strategies.

Rachel Akerson is a financial advisor at RBC Capital Markets in Portland, OR, holding a Series 66 designation with 10 years of industry experience. She worked at Merrill from 2005 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Bradley is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background in banking, lending, and client relationship management, having spent nearly five years with Bank of America. After earning his MBA in 2023 from Southern Oregon University, Scott now focuses on helping clients navigate their financial goals through thoughtful guidance and a personalized approach. Scott works with individuals and families seeking support with financial decision-making, including retirement planning, college education planning, liquidity management, legacy planning, and tax minimization. His approach involves understanding each client's goals and priorities to develop investment strategies aligned with their risk tolerance and tax efficiency objectives. He also coordinates with other professionals, such as tax and legal advisors, to provide comprehensive financial planning. Scott holds a Bachelor's Degree from Portland State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, he enjoys golfing, hiking, reading, running, skiing, spending time with his family, and traveling.