Mark Moore is a ChFC® credentialed financial advisor with 37 years of industry experience. He currently works at OSAIC and has previously been associated with Securities America Advisors, Inc., Securities America, Inc., and 1717 Capital Management Company. In addition to his advisory role, he serves as Acting Director-President of a local homeowner sub-association and has entrepreneurial experience owning a specialty cookie business. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, leveraging a complex affiliate network and private-equity ownership to support diverse client needs.

Jared Buckmaster is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2002. Outside of his advisory work, Buckmaster is involved in managing several business ventures, including consulting and real estate-related activities in the Lake Oswego area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a structured recommendation process tailored for clients meeting specific asset thresholds.

Keri Twyman is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is a co-owner of a real estate business in Portland. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered in partnership with its advisors.

Alicia Williams is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has previously worked with Cornerstone Tax and Financial Planning. Alongside her advisory role, she is also a licensed real estate broker with over a decade of experience in the real estate industry. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple investment program options and third-party managers.

Hayley Porter is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has worked at Osaic Wealth, Inc. since 2022 and BPG Wealth Management since 2021. Outside of her advisory roles, she is involved with GenX Financial as a Retirement Plan Coordinator, supporting payroll and benefits functions. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various program options and a complex affiliate network.

Jennifer Liu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Liu has been with JPMorgan Chase Bank and its affiliates since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary approach emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Eric Lochner is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Financial Advocates Investment Management, Cable Hill Partners, and McDonald Franceschi, where he worked for 18 years. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Spriggs is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and spent six years with Premiere Property Group, where he occasionally maintains client contacts for real estate referrals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jonathan Boutwell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to this, he was involved with Morones Analytics LLC and Sseko Designs. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Laurelhurst PTA. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Jordan Schmidt serves as Vice President and Branch Leader at Fidelity Investments, a position held since 2019. In this role, he leads, coaches, and motivates associates with the goal of empowering financial confidence and inspiring clients' lives. He focuses on educating clients through wealth planning to help them develop comprehensive plans aimed at achieving their financial aspirations and providing peace of mind. Jordan has been with Fidelity Investments since 2012, progressing through several roles including Vice President, Financial Consultant (2014-2019), Investment Consultant (2013-2014), Relationship Manager (2013), and Financial Representative (2012). Prior to joining Fidelity, he worked in real estate finance at Northwest Real Estate Inc from 2009 to 2011.

Karla Pemberton is a Series 66-licensed financial advisor with Ameriprise, based in Lake Oswego, OR. She has 20 years of industry experience and has been with Ameriprise Financial Services since 2016. Pemberton serves as co-secretary on the board of the Sunset Primary Parent Teacher Student Organization and provides respite care for her younger sister with disabilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

Jacob Herr is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles, including at Lile Relocation Services and Forbes Plumbing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Scott Hamersly is a financial advisor at OSAIC in West Linn, Oregon, holding Series 63 and Series 65 registrations with 41 years of industry experience. He has worked previously at firms including Paulson Investment Company LLC and Securities America Advisors. Outside of advisory work, Hamersly serves as a campaign board member for the nonprofit Willamette Falls Trust and is involved as an investor in a winery. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Nicholas Karimzadeh is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with additional experience at the Community Services Consortium and Oregon State University. 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 written recommendation reports and ongoing tax-aware retirement income planning.

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2008 and was previously associated with The Curiel Group. Amanda is also involved as an associate with The Commerce Company outside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Matthew Witten is a CFP® with 14 years of industry experience, currently affiliated with OSAIC Wealth Inc. He has held financial advisory roles at MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory work, he offers life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services through affiliated broker-dealer and RIA relationships.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Morgan Welch is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to Fidelity, Welch held roles in education and healthcare, including positions with the Salem Keizer School District and Salem Clinic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Brendan Dexter is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., First Tech Federal Credit Union, and other firms. Outside of his advisory role, he is involved with Addison Avenue Investment Services, where he supports advisors in a non-investment capacity. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephanie Rood Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2003 to 2011. She serves as a trustee for her parent’s trust in West Linn, Oregon. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.