David Young is a financial advisor with Cetera who holds a Series 65 credential and has three years of industry experience. He previously worked at Avantax Advisory Services and has operated a tax preparation and bookkeeping business, David E Young LLC dba Justo Tax, since 2014. Outside of his advisory role, he is involved in managing a tax preparation firm that serves both English and Spanish speakers. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

Jessica Christiansen is a financial advisor with OSAIC based in Portland, OR. She holds a ChFC® designation and Series 63 license, and has 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Christiansen is involved in insurance sales, primarily life insurance, and serves as trustee for a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

John Olson is a financial advisor at LPL Financial in Clackamas, OR, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and NBC Securities. Outside of his advisory role, he is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management strategies.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.

Lance Steinberg is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining LPL Financial in 2017. Steinberg also manages Northwest Robo Advisors, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by extensive research and technology applications.

Cameron Sippel is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Lewis and Clark Bank and Western Alliance Bank, among other positions in the financial and corporate sectors. 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 and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

David Pierce is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Moss Adams, Aspen Capital, and the University of Portland prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Outside of advisory work, Resch owns and operates Bloom Revenue, LLC, an independent business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools, offering a broad range of specialized planning options.

Emanuel Grad is a financial advisor with LPL Financial based in Tualatin, Oregon, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at LPL Financial since 2010, with a break from 2017 to 2024 during which he was employed at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Lee Han is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Tesla and Stantec. His credentials include the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

David Clark is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones from 2016 to 2024. Outside of his advisory role, Clark coaches youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association in Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Sheldon Ren is a CFP®-designated financial advisor with LPL Financial, based in Tualatin, OR, and has 21 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various management strategies.

Crystal Learfield is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alice Hayhurst is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a wide range of clients and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.