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.

Reece Boyce is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. Prior to joining Cetera, he worked at Deloitte Consulting LLP. He also serves as an employee and office manager at Boyce Financial Group LLC, a financial planning services business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

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 Series 66 licensed financial advisor with six years of industry experience. He currently works at LPL Financial and previously held roles at Cambridge Investment Research Advisors Inc. and the University of Oregon. Melvin is also involved with Finity Group LLC as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, using both discretionary and non-discretionary strategies.

Katelin Walker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at LPL Financial, One River Financial Group, and Edward Jones. She has outside experience in hospitality, working front-of-house at Gino's Restaurant. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kirstin Peterson is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked in various roles including at Elevance Health Inc. and as an operator of Bowlby Brews LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.

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 with 32 years of industry experience. He has worked at LPL Financial since 2017, following tenures at D.A. Davidson & Co. and Wells Fargo Clearing. He is also involved with Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Cole Kimball is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC, and related firms for 15 years. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Gregory Mc Millin is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where he has worked since 2018. He has eight years of industry experience, including six years at Lanphere Enterprises prior to joining Edward Jones. Outside of his advisory role, he is involved as a Pyro Technician managing fireworks displays in Happy Valley, Oregon, and serves as a visitor host for BNI Portland. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.

Danette Dickerman is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, offering globally diversified portfolios with various risk management strategies.