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.

Spencer French is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following roles at CUSO Financial Services and Columbia Credit Union. Outside of finance, he coaches at Westside Academy of Kung Fu/Crossfit Hillsdale and manages music royalties as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeled outcome simulations.

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 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 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 nine years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC, Mass Mutual Life Insurance Co, Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Bailey Nurseries Inc. He also independently sells life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

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 credentials and 29 years of industry experience. She has worked at Equitable Advisors since 2010, previously serving at Axa Advisors, Merrill, and UBS Financial Services. She is also involved with Illuminate Financial Group, LLC as a financial associate and serves as a beneficiary and service agent on her daughter's account. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models, often implemented by third-party managers, and offers services including mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

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 with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He spent 10 years at Morgan Stanley and its affiliated private bank before joining Raymond James and OnPoint Investment Services in 2025. Armstrong is also a bank associate with OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal advisory services and innovative plan-level solutions.

Peter Perkins is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, INC., various insurance carriers with W&R Insurance Agencies, and community work with Financial Beginnings and Central Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Northwestern Mutual Investment Services LLC and worked in dental and chiropractic office settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by model portfolios, research, and various investment strategies.

Colby Anderson is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Anderson worked as an independent contractor for Door Dash. Outside of advising, Anderson has experience in wild land firefighting and various service roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Noah Dickinson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Equitable Advisors, and other firms since 2024. Outside the financial sector, he owns Noahfest LLC, a wedding event business based in Portland, Oregon. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.