Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Marco Albanese is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Cetera since 2019 and prior experience at Foresters Financial Services and AXA Advisors. He also worked at Maletis Beverage and studied at the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies with over $256 billion in assets under management.

Jeffrey Wirth Sr. is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremy Post is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns and manages a computer/IT services business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its wealth advisory and managed-account services. The firm offers a combination of non-discretionary and discretionary investment solutions with multi-asset model portfolios and centralized operational support.

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Christopher Wehbey is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is a co-owner of KPCW LLC, managing an advisory business in Portland, Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized retirement-income consulting team.

George Kane Jr. is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he is involved with Big Fish Investments LLC in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Raymond Gregoire is a financial advisor with Osaic, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Gregoire also operates an insurance sales and service business focused on life and disability insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party money managers and platforms, employing firm-provided tools such as asset-allocation models and automated rebalancing in portfolio management.

Elie Boutros is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2023, he worked at NW Financial Network Inc. and Bank of America. He hosts a self-help podcast called E&E Show, dedicating about one hour per week to this activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets.

Steven Dutton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Cetera and Cascadia Advisory Services and has been involved with Tillamook Bay Community College. Outside of his advisory role, he is associated with Hudson Insurance & Investment Services, a non-variable insurance business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Kristin Erickson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 22 years of industry experience, including nearly two years at LPL Financial and 21 years previously at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, she is an ordained minister performing weddings and funerals in Tualatin, Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, and Waddell & Reed, Inc. He is based in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Steven Walter is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of SMW30 Properties LLC, a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Robert Ehlen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Raymond James since 2011 and also held a role at The Commerce Company from 2011 to 2018, where he continues as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice through various account types and leveraging a broad affiliate network to support municipal and institutional clients.

Pennie Kincade is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and four years of industry experience. She has previously worked with Cetera Investment Services LLC and Columbia Bank. Kincade is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. 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 offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while typically leaving final decision authority with clients.

Brian Schuler is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that use firm-approved tools and models.

Madalyn Vandenbroeder is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Madalyn worked as a Financial Advisor at MassMutual from 2021 to 2022 and gained early experience as an Intern at Pacific Capital Resource Group from 2019 to 2020. Madalyn holds the Certified Financial Planner® designation and is licensed for insurance in California. She focuses on helping clients plan and work towards achieving their financial goals at all stages of life, combining her financial background with a personal approach to financial planning.

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.

Jerry Reder Jr. is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been involved with Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003. Outside of advisory work, he has conducted outside sales of non-variable insurance and operates a related business under Reder Financial Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Noah Puggarana is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Groundworks Industries and The Hilt Bar and Grill, as well as involvement with the Oregon Post Adoption Resource Center. He also serves as a successor trustee for his aunt’s estate. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.