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.

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.

Yoko Whittaker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 credential and has prior experience with Equitable Advisors and Capacity Building Partnerships. Outside of her advisory role, she volunteers as a community event organizer and gamemaster for local organizations and serves as a volunteer tax preparer in Portland. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income strategies.

Kristin Wehler is a financial advisor at Edward Jones in Lake Oswego, OR, with ten years at the firm and three years of industry experience. She holds the Series 66 designation. Previously, she owned a franchised retail bakery and operated an internet pet supply business. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Derek Lawson is Vice President, Executive Planning Consultant at Fidelity Investments, where he collaborates with corporate leaders and their families to develop personalized financial strategies that align with their goals and priorities. His role involves integrating workplace benefits, investments, and relevant planning considerations to support informed decision-making and long-term financial well-being. Derek has progressed through various roles in the financial services industry, including Vice President, Wealth Planner and Financial Consultant at Fidelity Investments. His career also includes experience as a Financial Solutions Advisor at Merrill Lynch, a Relationship Advisor at Silicon Valley Bank, and a Member Solutions Representative at Desert Financial Credit Union. Outside of his professional responsibilities, Derek engages in activities such as camping, outdoor adventures, photography, sailing, snowboarding, and traveling.

David Percival is a financial advisor at Edward Jones in Happy Valley, OR, holding a Series 66 designation with experience dating back to 2015. Prior to joining Edward Jones in 2025, he worked at Stanley Infrastructure for three years and at PECO-Astronics for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Derek Cram is a financial advisor at Cambridge Investment Research Advisors, Inc. with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Cambridge, he worked at Northwestern Mutual and has experience in personal economic advising and independent insurance agency roles. Outside of his advisory work, Derek is involved in music production and volunteers on the fundraising committee for the Lake Oswego Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of platforms and proprietary model strategies, supporting both discretionary and non-discretionary management approaches.

Virshal Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. He also has experience with Portland Community College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Landis is a financial advisor with Thrivent Investment Management and holds the Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Principal Securities Incorporated, Principal Life Insurance Company, and Waddell & Reed Inc. Outside of his advisory work, he serves as President of the Gladstone Education Foundation, which supports educational programs in the Gladstone, Oregon community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Katie Tickner is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at major firms including Fidelity Brokerage Services, Morgan Stanley, and Edward Jones. She is based in Lake Oswego, Oregon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

John Valentine is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2017. Outside of his advisory role, he is involved in horse breeding through his ownership of REV Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Zachary Miller is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, and has three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for the Bank of Montreal Family Office from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Desiree Barton is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments and its affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and serves as a formal advisor to multiple registered investment companies.

Lucas Flores is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance, Hornor, Townsend & Kent, Penn Mutual Life Insurance, and Bailey Nurseries. Flores is also self-employed in life, disability, and long-term care insurance sales. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.