Lesley Pickens is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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, including tailored financial planning supported by structured discovery and firm-approved tools.

Jack Johnson is a financial advisor with Ameriprise in Wilsonville, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at MML Investor Services, MassMutual Life Insurance, Northwestern Mutual, and has experience outside the financial industry including employment with the City of West Linn and retail positions. He also assists with the operation and sales of Double Circle Spirits, a distillery in West Linn. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frances Mc Kay is a CFP®-designated financial advisor at Edward Jones in Portland, OR, with 12 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. before returning to Edward Jones, where she has been since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Kimura is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 66 credentials and 23 years of industry experience. He has worked at Cambridge since 2017 and previously spent a decade with SII Investments, Inc. Outside of his advisory role, Kimura serves as a high school sports official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers various portfolio management strategies across multiple platforms and maintains proprietary and third-party model strategies while supporting advisor business relationships that include legal and accounting referrals.

Derek Melvin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. Melvin is also associated with Finity Group LLC, an advisory firm he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

Katelin Walker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, OnPoint Community Credit Union, and Edward Jones. Outside of her advisory work, she has experience in the restaurant industry with Gino's Restaurant. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research and investment models.

Kirstin Peterson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in various industries including food and beverage and healthcare. She has also been involved with small business ventures such as Bowlby Brews LLC and JB's Taphouse and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lexi Stangel is a financial advisor at OSAIC with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at The Legacy Group, Ltd., Securities America, Inc., and Oregon Wealth Management. Outside of her advisory work, she is a part-owner of Yamhill Valley Vineyards and a member of the Lake Oswego Rotary Club and the Milwaukie-Portland Elks Club. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a variety of investment options and third-party platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts.

John Wade is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 22 years of experience in the industry. His prior roles include tenures at Merrill Lynch, Oppenheimer, Raymond James, and Ameriprise. He is currently based in Portland, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with various financial products through multiple compensation arrangements.

Roger Molatore is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and implemented through a combination of in-house and third-party investment managers.

Tyler James is a financial advisor with Ameriprise in Tualatin, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, Tyler is involved with the Oregon Zoo Foundation and its related bond political action committee, and he owns a business named Warbler Enterprises. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored Recommendation Reports. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Brent Steinberg is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He joined LPL Financial in 2017 after four years at D.A. Davidson & Co. Brent operates Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a broad network of investment adviser representatives.

Cole Kimball is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with LPL Financial and previously worked for 15 years at Cambridge Investment Research Advisors, INC. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. He is also the owner of the Finity Group, an independent insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Gregory Mc Millin is a Series 66-licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has seven years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory work, he serves as a Pyro Technician leading a team for a fireworks display company and acts as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Aleksey Poryadin is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has 19 years of industry experience and has held roles at Onpoint Investment Services and Onpoint Community Credit Union, where he has also been an Investment Branch Operations Manager and Branch Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Jessica Boland is a financial advisor at Robert W. Baird & Co. in Portland, Oregon, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in a resale home accessories business, handling marketing, sales, purchasing, and restoration. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and providing both traditional and complex investment strategies.

Christina Price is a CFP® professional with 22 years of experience at Edward Jones, where she has worked since 2004. She serves on the boards of the Lake Merwin Campers Hideaway and the Mount Hood Medical Center Foundation, and is also an ordained minister with the Universal Life Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Nicholas Thorne is a CFP® and Series 66 holder with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Amazon and the University of Arizona Campus Recreation. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Rupa Shrestha is a financial advisor with Cetera who holds a Series 66 credential and has seven years of industry experience. She has worked at Cetera and its affiliate firms since 2021, with prior experience at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.