Eric Lochner is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2025. He has also worked at Financial Advocates Investment Management, Cable Hill Partners, LLC, and McDonald Franceschi, LLC. Lochner operates Lochner Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Matthew Spriggs is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has worked as an independent contractor for Premiere Property Group, occasionally assisting past clients with realtor referrals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

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 a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James Financial since 2008 and is also associated with The Commerce Company, where she serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes a non-discretionary advisory approach, offering tailored financial plans and a range of implementation options supported by firm research and an extensive affiliate network.

Matthew Witten is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has previously worked at firms including MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory role, he offers life, disability, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

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 with LPL Financial in Portland, OR, holding the Series 66 designation and one year of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., First Tech Federal Credit Union, and Osaic Wealth, Inc. Outside of his advisory work, he was involved with Taplandia Taphouse for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and advanced portfolio management technologies.

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 Advisors LLC from 2011 to 2016. She also serves as a trustee for her parent's trust in West Linn, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sophia Bliablias Grandy is a financial advisor at Raymond James Financial Services Advisors Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. Outside of her advisory role, she is a partner in a business that owns the office building where she works. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and supports institutional consulting solutions, with a notable linkage to municipal and public finance activity.

Paul Churilla is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, OR. He has one year of experience at LPL Financial and previously spent 19 years at Brake Hughes Bellermann LLP. 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 offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management options supported by model portfolios, research, and technology solutions.

Christian Garcia is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Bunzl Distribution for 27 years. He holds a Series 66 designation. 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 programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Patrick Moore is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Edward Jones since 2017. Prior to that, he was employed at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory work, he co-owns an internet marketing business focused on researching search engine marketing techniques. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Vander Kley is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Nik Powell is a financial advisor with Raymond James Financial Services Advisors Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Raymond James and affiliated entities since 2014. Powell is also associated with OnPoint Investment Services as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, focusing on tailored financial plans and investment recommendations supported by extensive research and a broad affiliate network.