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.

Kelly Lewis is a financial advisor with Merrill, holding a Series 66 designation and with nine years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he is involved as a general partner and managing member of a family farm in Bend, Oregon, where he manages animal care and farm operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Brian Wheeler is a financial advisor at Edward Jones in Beaverton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Edward Jones since 2001. Outside of advising, Wheeler serves as a benefit auctioneer for schools, churches, and civic organizations through Wheeler Auction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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.

Conrad Pearson is a financial advisor with Osaic Wealth, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and over 44 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments, along with operating his own firm, Pearson Financial Group, since 1989. Outside of advisory work, he founded the God of Abraham Foundation, a nonprofit focused on encouraging young people to "love your neighbor as yourself." Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions using a range of asset-allocation and portfolio management tools.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

David Young is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of DAVID E YOUNG LLC dba Justo Tax, an income tax preparation and accounting business he has operated since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party money managers, and a range of program structures across multiple custodial relationships.

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 with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Edward Jones, NBC Securities, and Merrill. Olson is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. 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 advisory and brokerage services, utilizing various portfolio programs and technology tools, while overseeing more than $819 billion in discretionary assets and supporting a network of over 22,800 advisors.

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. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and RBC Capital Markets. He is involved with Northwest Robo Advisors, an investment-related venture affiliated with his LPL business. 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 financial planning and investment solutions through a large network of advisors and utilizes various advisory platforms and technology tools to support investment decision-making.

Cameron Sippel is a Series 66-licensed financial advisor with LPL Financial, based in Tualatin, Oregon. He has been with LPL Financial since 2025 and has prior experience with Titan Financial Associates, Lewis and Clark Bank, Western Alliance Bank, and other firms across various roles. 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 portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Resch also owns and operates Bloom Revenue, LLC, a separate business venture. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.