Jacob Heger is a financial advisor with MML Investors Services, LLC, holding a Series 66 designation and based in Lake Oswego, Oregon. He has one year of industry experience, beginning in 2025, and prior to that, he was a full-time student and worked at Vanir Technology Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and offering event-driven planning services such as divorce and estate settlement planning.

Michael Connell is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Asset Management and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Alicia Wilson is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 designation and 22 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Morgan Stanley Wealth Management offers a diverse range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

David Jackson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006 and Piper Jaffray & Co since 2004. Outside of his advisory role, he serves as a soccer referee and is involved with the Alameda Soccer Club as an equipment manager and board voting member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Douglas Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and BancWest Investment Services. Outside of advisory work, he owns and operates a Christmas tree farm and is involved in insurance brokerage through Stafford Wealth Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships that use firm-approved software to provide written recommendations.

Christopher Scott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following three years at Foresters Advisory Services and Foresters Financial Services. Scott is a 50% owner of Scott Wealth Management, an entity associated with his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated managers with various program structures and custodial relationships.

Nicole Batchelor is a financial advisor at Equitable Advisors based in Portland, OR. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Heal Here Now, Washington State University, and Kohl's. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Kelly Morgan is a CFP®-designated financial advisor at Edward Jones in Beaverton, OR, with 10 years of industry experience. She has been with Edward Jones since 2015. Morgan Legal Services, LLC was registered under her name but was never operational and is in the process of being dissolved. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, and managing over $1 trillion in assets through a large national network of advisors and branch offices.

Keoni Hudson Rasmussen is a CFP®-designated financial advisor with Raymond James Financial, based in Tigard, OR, and has 13 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of his advisory role, he is involved in disability insurance sales as an agent and owns support companies related to his financial practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs along with municipal and public finance services.

Travis Pratt is a financial advisor with Ameriprise in Durham, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business focused on payroll and business expense management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ronald Elia is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 2011, as well as a one-year tenure at Charles Schwab. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Larry Mathis is a financial advisor with OSAIC in Lake Oswego, Oregon, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments. He has business activities involving group insurance referrals, financial planning through a sole proprietorship, and life insurance agency work. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and offers portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

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 in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he held various roles at Washman Car Wash. Outside of finance, he is involved as a team member at Washman Car Wash, operating machinery and handling cashier duties. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Elisa Landers is a financial advisor at Merrill with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at U.S. Bank for 17 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 career includes positions at Wells Fargo Bank and Wells Fargo Clearing before joining JGP Wealth Management and later J.P. Morgan. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

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 with Wells Fargo Clearing in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Investments, LLC, from 2005 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Ralph Luchterhand is a CFP®-certified financial advisor with 39 years of industry experience. He has been with LPL Financial since 2020, following a 33-year tenure at Ameriprise Financial Services, Inc. He is based in Canby, Oregon, and serves clients through his affiliation with LPL Financial. 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 a range of financial planning, portfolio management, and institutional platforms supported by both proprietary research and third-party strategies.