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 financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Van Gordan Investments and First Command Financial Services, as well as positions in education at the University of Oregon and Portland Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

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 Chartered Financial Consultant (ChFC®) with seven years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at Northwestern Mutual for two years. Outside of his advisory role, he is involved in music production and volunteers on the fundraising committee for the Lake Oswego Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using multiple portfolio strategies and platform arrangements.

Virshal Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2013. Prior to his financial career, he was employed at Portland Community College. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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 with Charles Schwab who holds Series 65 and Series 66 credentials and has 15 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously worked at Fidelity Brokerage Services LLC from 2015 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

John Valentine is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he was with KeyBanc Capital Markets. Outside of his advisory role, he is involved in horse breeding through his ownership of REV Group LLC in Tualatin, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate strategies, 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 63 and Series 65 licenses and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Lucas Flores is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Bailey Nurseries Inc. He also operates a life, disability, and long-term care insurance sales business on a self-employed basis. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment products.

Kevin Fisher is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he serves as a substitute teacher for middle school classes at St. Clare School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Catha Simons is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked with AXA Advisors, LLC. Outside of her primary role, she is involved with Illuminate Financial Group, LLC as a financial associate and acts as a beneficiary and service agent on her daughter's account. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Andrew Frazier is a financial advisor with LPL Financial in Milwaukie, OR, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sii Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Andrew Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a member of the Newhouse Sheridan Group. He focuses on providing financial guidance to senior level employees and executives with equity compensation in the Portland area. Andrew joined Merrill and the Newhouse Sheridan Group in 2022 after five years at a local financial advising firm in Portland. In his previous role, Andrew specialized in working with doctors and dentists across the country to help them achieve financial independence. His areas of expertise include corporate benefits, corporate executive services, education planning, executive compensation, equity compensation services, and personal retirement planning. As part of the Newhouse Sheridan Group, he contributes to the team’s mission to provide clients and their families with thoughtful advice and guidance to help them live their best financial lives. Andrew holds a Bachelor of Science degree in Economics from the University of Oregon. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Andrew is active in various outdoor pursuits, including running, golfing, fly-fishing, hunting, camping, fishing, football, hiking, skiing, and spending time with his family.

Daniel Ruediger is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with Sonnenberg Farm, LLC, a horse training, boarding, and breeding facility. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-supported recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Tyler Armstrong is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. He is also a Bank Associate at OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through tailored financial plans and access to a broad affiliate network.