Katrina Stump is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and City National Bank. Outside of her advisory role, she manages a sole proprietorship related to childcare responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Jau Der Tsai is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Matthieu Armstrong is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, Bank of America, and Amazon. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Brandon Chase is a financial advisor with Edward Jones in Canby, Oregon, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation rental properties in Pigeon Forge, Tennessee, and Columbia Falls, Montana, which are managed by third-party companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Garth Ahern Hendryx is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Novogradac, and has a background that includes periods of full-time education and employment at Randstad. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and is noted for its use of AI and systematic methodologies in investment processes.

Jack Williams is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Evergreen P&O and Joshua's Pest Control, as well as academic positions at Oregon State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Davis Siliga is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Klavins is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is the owner of an LLC that acquires hunting property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Riquelmi Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Key Investment Services LLC, MassMutual Life Insurance Company, Edward Jones, and Wells Fargo Bank. 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, distribution, and investment management capabilities.

Benjamin Rollins is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, 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, delivering recommendations through a centralized consulting team in partnership with advisors.

James North is a Series 66-licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon, with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, North serves on the board of Spalding Education International, a private foundation, and acts as secretary for a homeowners' association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process, offering its services both directly and through employer-based Corporate Financial Planning agreements.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Richard Hall is a CFP®-designated financial advisor with UBS Financial Services, based in Lake Oswego, Oregon, and has 21 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.

Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 2021. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, OR, with five years of industry experience and a Series 66 designation. His work history includes roles at Financial Advocates Investment Management and Merrill Lynch. He has also worked outside finance, including positions at Darden (Olive Garden) and Conversa Spain. 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 brokerage services with both discretionary and non-discretionary management options.