Devin Moran is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial. Moran is a partner and owner of Four Peaks Property Group, LLC, an entrepreneurial venture outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Kuduk III is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including previous roles at Fisher Investments and The Vanguard Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Gavin Amato is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, Amato is involved in business investments through Turn Two Investments, LLC, which focuses on sectors including health care, fitness, and food services, and he is also an owner of a restaurant and bar. Additionally, he serves as a basketball coach at Jesuit High School. Amato is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations with tailored consulting and portfolio management services. The group offers a range of investment strategies and services, including discretionary management, separately managed accounts, and overlay solutions, with capabilities in traditional and non-traditional asset classes as well as municipal advisory and public finance services.

Randal Lishka is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. Outside of his advisory role, he operates a business related to his LPL activities and is involved with fixed insurance trails. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors and more than $819 billion in discretionary assets.

Derek Nelson is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014. In addition to his advisory role, he serves as an assistant baseball coach at Forest Grove High School. 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 combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Jason Meiwes is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, Bancwest Investment Services, and BMO Bank NA. His current focus includes his role at BMO Bank NA alongside his position at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Derek Sandell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Based in Portland, OR, he has spent his entire advisory career with Edward Jones. Outside of his advisory work, he is a co-owner of Cascade View Orchards, a farm property in Salem, OR. 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 nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Breen is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2018, following prior roles at Guardian and Park Ave Securities. Outside of his advisory work, he serves on the board of directors for a plumbing parts distribution company and acts as trustee for a family trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements supported by firm-approved analysis tools.

Anthony Kehdi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Roger Kehdi Mitsubishi from 2022 to 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and its registered advisory roles with multiple investment companies and fund-of-funds.

Michelle Wilson is a financial advisor with LPL Enterprise LLC in Lake Oswego, OR, holding Series 65 and Series 66 licenses with 14 years of industry experience. Her background includes positions at Avantax Investment Services, Johnson, Glaze & Co. PC, and self-employment, alongside involvement in a tax preparation and accounting business, Balanced Accounting & Wealth Management, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and provides additional services such as financial planning, insurance product sales, and affiliated trust custody.

Mark Thomas is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeff Johnson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 supported by structured discovery processes and advanced modeling tools.

Richard Lee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Raymond James and related firms since 2018 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Lee also provides financial advice through Addison Avenue Investment Services, where he dedicates significant time supporting client needs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting program.

Christopher Mueller is a financial advisor with Ameriprise in Beaverton, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mueller is also involved in independent insurance brokering with UnitedHealthCare. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and employs algorithmic automation overseen by a Retirement Income Oversight Committee.

Matthew Moeller is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte Consulting and NIIT, USA. Outside of his advisory role, he serves as executor for an estate and is president of a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a large national network of financial advisors.

Lucas Flick is a financial advisor at Robert Baird & Co. with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Robert Baird in 2025, his work history includes roles at Oregon State University, Gee Automotive Portland XI LLC, and Fjallraven USA Retail, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing investment research and a combination of manager-traded and model-traded strategies.

David Mc Kinley is a financial advisor with J.P. Morgan Securities in Clackamas, Oregon, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG criteria, with implementation supported by affiliated entities.

Samuel Watry is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.