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.

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.

Otto Guardado is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with the Otto Guardado Scholarship supporting Eastern Washington University’s Chicano Education Program. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Garth Ahern Hendryx is a financial advisor with Fidelity in Portland, OR, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Novogradac, as well as periods devoted to full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of his advisory role, he is involved with Firenze Wealth Management and serves as a non-variable insurance agent with Good Life IA. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

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 Certified Financial Planner (CFP®) with 22 years of industry experience, currently affiliated with UBS Financial Services since 2015. Based in Lake Oswego, OR, Hall has a background that includes association with a community credit union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to customize plans aligned with clients' goals and risk tolerances.

Robert Kennedy is a financial advisor with LPL Financial in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Pride Financial Partners and Woodbury Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, Oregon, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Financial Advocates Investment Management, Merrill Lynch, and other firms. Outside of finance, he has experience working in the hospitality industry and performed for a group called SATR Beach Boys. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and a variety of investment strategies.

Samuel Chamseddine is a financial advisor with Mass Mutual Investors Services based in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked at MassMutual Life Insurance Company and WYTEK Controls Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring its financial planning as annual, collaborative engagements using firm-approved analytical tools.

David Perez is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Robert W. Baird & Co. Inc., Morgan Stanley, and Citigroup Global Markets. He serves as a co-successor trustee for a family trust but spends minimal time on this activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Theodore Thoren is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2019. Prior to that, he worked at Foresters Financial Services and its related entities for over two decades. Thoren serves on the Endowment Committee at Tigard United Methodist Church, overseeing the church's endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program options and affiliations.

Edward Lebold is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has been with MML Investor Services, LLC since 1991 and with MassMutual Life Insurance Company since 1987. Outside of his advisor role, he is involved in several insurance-related businesses, including ownership and sales positions in Portland Financial Group and Boldly Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs, structuring relationships as annual, collaborative engagements that include detailed client analysis and written recommendations.