Logan Zlomke is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. His career includes roles at various Wells Fargo divisions since 2017, including Wells Fargo Advisor and Wells Fargo Wholesale. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Billings is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mallory Miles Schierman is a financial advisor at Raymond James & Associates in Portland, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Cascade Sotheby's International Realty and Opus Agency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Neil Weaver is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones, Wells Fargo Clearing, Fidelity Brokerage Services LLC, and Waddell & Reed. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers various advisory models involving mutual funds, ETFs, separately managed accounts, and select alternative investments.

Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.

Brian Wright is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Weststar Financial Group. He is also an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Margarita Martinez is a Series 66-licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where she has worked for four years. Her prior experience includes roles in the restaurant industry and extended travel. She serves on the board of directors for the Swiss Avenue Women’s Guild, a community organization based in Dallas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Anna Johnson is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at First Republic Bank for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kirsten Kupras is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. Her background includes roles at PDX Wealth Management and a part-time position as a physical therapist at Kupras Kinetics. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and supports advisory programs through a large network of advisors.

Rebecca Cyphers is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she serves as a director at REV Group LLC, where she manages stallion services and real estate rental operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Rebecca Decesaro is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked with First Republic Investment Management and First Republic Securities in various capacities since 2006 and joined J.P. Morgan Securities in 2023. Outside of her advisory role, she serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frederick Magenheimer is a financial advisor with LPL Financial in Canby, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in agricultural activities, including raising cattle, sheep, and hay, as well as selling locker meat and hay, and he also provides notary public services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Michael Zahler is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation, along with Series 63 and Series 65 licenses. Zahler has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic and AI-driven research techniques.

Matthew O'Brien is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, IBEX Roof, Verizon, and several other companies in diverse industries. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Hesslink Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of affiliated advisors, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include a variety of asset classes.

Rachael Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at Jay Puppo Insurance and Financial Services and Cascade Fruit Marketing, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options through a large nationwide network of financial advisors and branch offices.

Kimberly Superneau is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Cetera since 2009 and also has a concurrent role at Heritage Bank since 2012. Kimberly is based in Portland, OR. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.