Steven Barbas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, NA beginning in 2014. Outside of his advisory role, he is a landlord of a rental property in Beaverton, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Knox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been affiliated with Cambridge since 2018 and has operated his own accounting and tax-related firms since 1993, including roles as a CPA and enrolled agent. Knox also manages a tax preparation and accounting LLC and is involved in independent insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across multiple platforms and maintaining both proprietary and third-party investment strategies.

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Dean Mijalic is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various capacities within Fidelity since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it also serves in advisory roles that include commodity pool operator registration and model portfolio delivery for Fidelity Institutional Wealth Adviser.

Marie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 12 years of industry experience. She has been associated with Raymond James since 2016 and also works with Kruse Woods Financial Partners as an associate and assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting, with specialized municipal and public-finance capabilities uncommon among large advisors.

Kaitlyn Winn is a CFP®-designated financial advisor with J.P. Morgan Securities in Portland, OR, and has nine years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Jonathan Newport is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera since 2025 and previously spent six years at Avantax Investment Services and six years at 1st Global Capital Corp. Newport is also a partner and shareholder at Jones & Roth, P.C., where he provides CPA and business advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Brett Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, OR, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015 and also serves as a life insurance agent, providing ongoing service to clients with existing contracts and potential new sales. 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, corporations, and institutions. The firm employs a non-discretionary, goal-oriented approach and supports its advisors with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alberto Vitela is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Drew Pinson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Robertson, Terrill, Gypmantasiri & Associates team. The team is responsible for managing more than $1.5 billion in client balances as of January 1st, 2022, and operates with distinct areas of focus to provide specialized financial expertise across multiple disciplines. Drew primarily serves business owners, successful professionals, and multi-generational families on the West Coast. With a background as a Portfolio Manager and Investment Strategist, Drew helps clients develop and execute sound financial strategies aimed at enabling confident financial decisions and accomplishing life goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Drew holds a bachelor's degree from the University of Oregon. He has been involved in various professional and community organizations, including serving as a former board member of D10 Decathlon, a former advisor to Inner City Advisors (ICA), former Investment Committee Chair for Multnomah Athletic Club, and a current board member of the Sam Day Foundation. His community involvement also includes work with Inner City Advisors, Lucile Packard Children's Hospital, and the Sam Day Foundation. Drew's personal interests include basketball, golf, running, skiing, tennis, and spending time with his family.

John Tennant is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The group customizes strategies based on client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment approaches.

Goldie West is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Goldie spent ten years at Tornado Technologies LLC. Outside of advisory work, Goldie manages a rental property in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment options. The firm has a large national network of advisors and offers affiliated mutual funds, tax-efficient strategies, and additional capabilities such as a trust company and securities-based lending.

Garrett Daves is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Cash App Investing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Brian Horn is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, various insurance carriers, and TPO prior to joining LPL Financial. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and services, including discretionary and non-discretionary management, supported by research and model portfolios.

Ashley Hurtado is a financial advisor with Primerica Advisors in Tigard, Oregon, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her current role, she worked at The Workshop, Evergreens, Starbucks, Barnes & Noble, and Red Robin International. She also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients using a wrap-fee structure.

Grahm Porozni is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Porozni serves as managing partner of Illuminate Financial Group LLC and is a volunteer subcommittee member of the Oregon Association of Collaborative Professionals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jon Corazza is a financial advisor with Cetera in Tigard, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and its affiliated entities from 2004 to 2022 before joining Cetera in 2022. Beyond advisory work, he serves as president of Marketing One, Inc., and participates in nonprofit activities including a parish council role at St. John the Baptist Greek Orthodox Church. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multi-manager investment platforms, including model portfolios and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Mark Moore is a financial advisor with OSAIC, holding the ChFC® designation and over 37 years of industry experience. He has previously worked at Securities America Advisors, Inc. for 15 years and has operated M. Steven Moore Company, LLC since 2003. Outside of his advisory work, Moore serves as Acting Director-President of a homeowner sub-association and has entrepreneurial experience owning an internet cookie business. OSAIC serves a wide range of retail and institutional clients by providing brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jared Buckmaster is a Series 66-licensed financial advisor with Ameriprise in Lake Oswego, OR, with 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2002. Outside of advising, he is involved in managing local business ventures including consulting and real estate activities. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of investment and insurance solutions.

Keri Twyman is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is a co-owner of a real estate business in Portland. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered in partnership with its advisors.