Joseph Williams is a financial advisor with LPL Financial in Camas, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Charles Schwab, spanning over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robin Jacobson is a financial advisor with Edward Jones in Oregon City, OR, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Jacobson is involved in film production, sourcing and producing local pilots and short films through Rising Films Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kimberley Lanphar is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in academic roles at Portland State University and Clark College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Hayley Porter is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at BPG Wealth Management and in the David Douglas School District. Porter is involved in multiple business activities related to investment advisory and insurance product sales, including roles with BPG Wealth Management and The 401(k) Girls. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a complex corporate structure and multiple advisory platforms.

Jeffery Perry is a Series 66 licensed financial advisor with eight years of experience, currently practicing at Edward Jones in Troutdale, Oregon. He has been with Edward Jones since 2018. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, under a fiduciary standard.

Paul Churilla is a financial advisor at LPL Financial with one year of industry experience. He previously worked for nineteen years at Brake Hughes Bellermann LLP. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

Lucas Forristall is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously spent nine years with Cummins Inc. Outside of his advisory role, he owns and operates a hobby farm in Oregon, raising hogs, chickens, dogs, and horses. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Alice Tang is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including 18 years at Signator Investors, Inc. before joining OSAIC in 2018. In addition to her advisory role, she has engaged in public speaking on topics related to women's leadership and confidence. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jeremy Bordelon is a Series 65 licensed financial advisor at Fisher Investments with six years of industry experience. He has been with Fisher Investments since 2018, following his studies at California State University, Chico. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment process combines quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

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.

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.

Harley Mann Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 29 years before joining OSAIC in 2018. His other business activities include insurance brokerage focusing on fixed annuities, long-term care, disability, and non-variable life insurance sales. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and investment solutions. The firm employs asset-allocation tools and third-party managed-account platforms to construct diversified portfolios across various asset classes.

Michael Scarafia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Scarafia has trustee and power of attorney roles for several trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Emily Mcdonald is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 66 designation and 13 years of industry experience. She has previously worked with Single Point Financial Advisors, Securities America Advisors, Inc., and JHS Capital Advisors, LLC. Outside of her advisory role, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives.

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.

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.

Yuang Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Boston. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, tax minimization, and serving women and wealth clients. Xia holds a Bachelor's degree from George Washington University and a Master's degree from the University of Massachusetts System. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Bilingual in English, Mandarin, and Yue (Cantonese), she combines access to Merrill’s investment insights with the banking and lending solutions of Bank of America. Outside of her professional work, Xia volunteers with community organizations and enjoys boating, cooking, hiking, traveling, and yoga.

Jessica Porter is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2018, she worked at Sii from 2013 to 2018. Outside of OSAIC, Porter is a partner at BPG Wealth Management and provides consulting services for the Business Planning Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Kristin Petersen is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2018 and previously worked at Emerson House, Portland State University, and Clackamas Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.