Larry Mathis is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Mathis also operates a sole proprietorship as a financial planner and investment advisor and has involvement in group insurance and life insurance agencies. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Sara Richardson is a financial advisor with UBS Financial Services in Lake Oswego, OR. She holds a Series 66 designation and has 23 years of industry experience. Prior to joining UBS in 2006, she worked at U.S. Bancorp Piper Jaffray Inc. since 2001. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Roman Hurt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held various roles including operating machinery and cashier duties at Washman Car Wash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Elisa Landers is a financial advisor with Merrill in Portland, OR, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at U.S. Bank for 17 years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bryan Betita is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Jonathan Laws is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, JGP Wealth Management, and JPMorgan Chase Bank. Since 2025, he has been employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer certain bank deposit and credit products in addition to investment services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

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.

Jonathan Oliva is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He is based in Lake Oswego, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Ralph Luchterhand is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he acts in a fiduciary capacity for a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies supported by in-house and third-party research.

Jerimiah Gildea is a financial advisor with LPL Financial in Beaverton, OR, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and VALIC Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristin Petersen is a financial advisor at Ameriprise in Portland, OR, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Emerson House and teaching roles at Portland State University and Clackamas Community College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted advice, primarily for clients with assets managed within Ameriprise accounts.

Charles Britton is a financial advisor with Edward Jones in Sherwood, Oregon, holding CFP® and Series 63 designations. He has 28 years of industry experience, all with Edward Jones since 1998. Outside of his advisory role, he owns and manages a rental property in Lafayette, Oregon. Edward Jones is a wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Austin Rosterolla is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he is employed by the Benton County Marine Patrol, where he assists with boating safety and search and rescue operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Joe Bartlett is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.

Ronald Marsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its predecessor firms since 2004. Outside of his advisory role, he is involved with Northwest Planning & Investments, a business offering First Allied products and services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Paul Moore is a financial advisor with Morgan Stanley in Lake Oswego, OR. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the financial industry, he worked in media production at Mercer Hill Productions and Kinetic Content. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2004. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by various model portfolios and research.