Lucas Newman is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2023, he worked at First Republic Bank and its affiliated entities from 2011 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alisha Cannon is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of the West and BancWest Investment Services, among other firms. In addition to her advisory role, she is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of financial planning and advisory programs supported by research and diverse investment strategies.

Jane Matson is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Her career at Fidelity began in 2021, progressing through roles including Financial Representative, Planning Consultant, and Investment Consultant. Throughout her time in the industry, she has developed skills that contribute to her service as a financial advisor. Jane is a Certified Financial Planner® and utilizes her educational background alongside her professional experience to deliver financial planning services. She emphasizes building trust and maintaining ongoing relationships with clients to adapt to their evolving goals and circumstances. Her approach involves in-depth conversations and leveraging Fidelity's resources to develop comprehensive financial plans. Outside of her professional work, Jane engages in various outdoor activities such as biking, camping, fitness, golf, hiking, and snowboarding.

Andrew Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes various roles within the Wells Fargo organization dating back to 2009. Outside of his advisory work, he is involved with two investment-related ventures, ANDERFISH LLC and Northwest Cedar Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across diverse planning areas.

Keianna Watt is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Key Investment Services, KeyBank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

George Steele is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Scottrade, Inc. for 15 years before joining Merrill in 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jesse Lindauer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Jesse is an owner and partner of 3201 LLC, a residential dwelling landlord. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

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.

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.

Darren Williams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 23 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, utilizing LPL-sponsored programs and multiple endorsed third-party asset managers.

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.