Matthew Sorenson is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Sorenson has served on the board of directors for Lincoln Youth Baseball and Softball, supporting youth sports development in the Portland area. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management. The firm tailors strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, along with integrated capital markets and lending capabilities.

Rachelle Vanderzanden is a CFP® certificant with nine years of industry experience. She is currently with LPL Financial and previously worked at Cambridge Investment Research, Finity Group, and Apex Companies. Vanderzanden serves as a board member and volunteer for the Montclair Elementary PTO in Portland, Oregon. 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 through a network of investment adviser representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Mills is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at firms including Cole Mills, Bridgetown Wealth Management, and Waddell & Reed, Inc. Mills has maintained involvement with the nonprofit Friends of the Children. 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 advisory and brokerage services with various investment strategies, combining technology tools and extensive financial activities alongside its advisory platform.

Kyle Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals by developing personalized wealth management strategies. Kyle works closely with clients to provide tailored financial solutions that address their individual situations, including risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes the importance of understanding each client's full financial picture to create strategies that adapt to changing market conditions. He holds a Bachelor's Degree from The University of Montana and is a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Kyle participates in community activities, including volunteering with Mid-Valley Pop Warner. His personal interests include baseball, cooking, football, golfing, music, and watching movies.

Eric Liebe is a financial advisor at Fisher Investments with 18 years of experience at the firm. He holds a Series 65 designation and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing centralized investment decisions and tax-aware risk management strategies.

Cheryl Loyd is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1982. Based in Portland, OR, she has a long tenure with the firm. 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 strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, and institutional entities.

Jeremy Bordelon is a Series 65 licensed financial advisor at Fisher Investments with six years of industry experience. He has been with Fisher Investments since 2018, following his studies at California State University, Chico. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment process combines quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Michael Myers is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors, Eagle Financial Consulting, SII Investments, and Private Consulting Group. He also maintains a business activity under Eagle Financial Consulting related to non-variable insurance. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Hanna Smith is a Vice President and Financial Consultant at Fidelity Investments, where she has held various roles since 2018. She began her career as a Financial Advisor at Pacific Capital Resource Group in 2017 before joining Fidelity Investments. Over the years, she has progressed through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Hanna partners with individuals, families, and businesses to provide guidance in financial planning, focusing on retirement, investment and income planning, and tax-efficient investing. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hanna enjoys board games, spending time with pets, skiing, traveling, volunteering, and practicing yoga.

Scott Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with UBS since 2006 and has been associated with Piper Jaffray Inc. since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Russak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working with clients for over 30 years, helping them pursue their financial goals through personalized investment strategies tailored to their specific needs. Mr. Russak’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from the United States Naval Academy and served as an Armor Officer in the US Army from 1983 to 1990. He earned the Personal Investment Advisor (PIA) designation and has been associated with Merrill since 1995. In addition to his professional work, Mr. Russak is involved in community volunteering. His personal interests include baseball, cooking, skiing, soccer, spending time with family, and traveling.

Matthew Zuniga is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, with a focus on managing assets within Ameriprise accounts.

Joseph Cheek is a financial advisor with UBS Financial Services in Tualatin, OR, holding a Series 63 designation and more than 46 years of industry experience. He has been with UBS since 1980. Outside his advisory role, he serves as an NASD arbitrator. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Jeff Carter is a financial advisor with LPL Financial in Oregon City, Oregon, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2004 and previously was with Wamu Investments and Securian Financial Services. Outside of his advisory role, he is involved with EquityCraft Innovations, LLC, a non-investment-related home-based business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supporting advisors with research, model portfolios, and technology tools.

Timothy Freeman is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2009. He has 17 years of industry experience and is based in Camas, WA. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios and offers sub-advisory and retirement plan services.

Ryan Price is a CFP® and ChFC® with 23 years of industry experience, currently serving at Ameriprise since 2017. His prior roles include positions at Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory work, he teaches financial planning courses for the CFP program at the University of California, Irvine, and serves as an adjunct professor at George Fox University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Michael Anisimov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has previously served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2022 through 2025. Before joining Fidelity, Michael worked as a Financial Representative at Edelman Financial Engines in 2022. In his role, Michael focuses on understanding his clients' needs and collaborating with them to develop financial plans aimed at achieving their investment goals. He engages with clients to assess their current financial situation and provides guidance on planning for retirement.

Thomas Elrod is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Portland, Oregon. He works with clients across diverse backgrounds and life stages, including younger families, mid-career professionals, couples contemplating retirement, and recent graduates. Thomas focuses on developing detailed financial strategies tailored to each client’s unique goals and circumstances. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, defined benefit plan services, employee financial health, managing new wealth, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Since beginning his career as a financial advisor in 2012, Thomas has concentrated on helping clients integrate the various components of their financial lives into cohesive and actionable plans. He holds a Bachelor’s degree from California State University, Sacramento, and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in his local church community, serving on the Financial Advisory Team and leading the men’s ministry at Rise City Church in Gresham, Oregon. Thomas lives in Portland with his wife Juliann and their four daughters. His personal philosophy centers on treating clients with respect, kindness, and empathy, values shaped through his family life. He emphasizes understanding clients’ unique priorities and aspirations before recommending financial products, seeking to build meaningful, long-term relationships aligned with clients’ dreams and intentions. In his free time, Thomas enjoys baseball, basketball, football, golfing, and spending time with his family.

Maxwell Farquhar is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked at Van Gordan Investments and held various roles in education, including positions at the University of Oregon and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as advisory services for registered investment companies and charitable funds.