Alicia Williams is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has previously worked with Cornerstone Tax and Financial Planning. Alongside her advisory role, she is also a licensed real estate broker with over a decade of experience in the real estate industry. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple investment program options and third-party managers.

Hayley Porter is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at BPG Wealth Management and in the David Douglas School District. Porter is involved in multiple business activities related to investment advisory and insurance product sales, including roles with BPG Wealth Management and The 401(k) Girls. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with a complex corporate structure and multiple advisory platforms.

Jennifer Liu is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and JPMorgan Chase Bank, N.A. since 2014. 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 capabilities with brokerage, distribution, and investment management functions.

Samuel Knapp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Oregon State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Eric Lochner is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Financial Advocates Investment Management, Cable Hill Partners, and McDonald Franceschi, where he worked for 18 years. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Spriggs is a financial advisor with Fidelity Investments in Tigard, Oregon, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and he was an independent contractor with Premiere Property Group for six years. Matthew is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Jonathan Boutwell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to this, he was involved with Morones Analytics LLC and Sseko Designs. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Laurelhurst PTA. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Jordan Schmidt serves as Vice President and Branch Leader at Fidelity Investments, a position held since 2019. In this role, he leads, coaches, and motivates associates with the goal of empowering financial confidence and inspiring clients' lives. He focuses on educating clients through wealth planning to help them develop comprehensive plans aimed at achieving their financial aspirations and providing peace of mind. Jordan has been with Fidelity Investments since 2012, progressing through several roles including Vice President, Financial Consultant (2014-2019), Investment Consultant (2013-2014), Relationship Manager (2013), and Financial Representative (2012). Prior to joining Fidelity, he worked in real estate finance at Northwest Real Estate Inc from 2009 to 2011.

Karla Pemberton is a Series 66-licensed financial advisor with Ameriprise, based in Lake Oswego, OR. She has 20 years of industry experience and has been with Ameriprise Financial Services since 2016. Pemberton serves as co-secretary on the board of the Sunset Primary Parent Teacher Student Organization and provides respite care for her younger sister with disabilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

Jacob Herr is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles, including at Lile Relocation Services and Forbes Plumbing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Scott Hamersly is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and SII Investments, Inc. Outside of his advisory role, he serves on the campaign board for the Willamette Falls Trust, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment types.

Nicholas Karimzadeh is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Ameriprise Financial Services and prior work with the Community Services Consortium, Oregon State University, and Terrestrial Ecosystems Research Associates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Amanda Birdsall is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2008 and was previously associated with The Curiel Group. Amanda is also involved as an associate with The Commerce Company outside her advisory role. 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 planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Mian Harris Yaseen is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and Bank of America N.A., accumulating six years of experience, and has also held roles at Washington Federal, Walmart, and Shafiq Sons Law Associates. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, applying broad investment analysis without offering individual security recommendations within standalone planning services.

Tanya Cook is a financial advisor with Primerica Advisors based in Vancouver, WA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2007 and is also affiliated with Cascade Athletic Clubs. Her other business activities include the sale of investment-related products and referral of home security and automation products through Primerica affiliates. Primerica Advisors is a large-scale advisory firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm primarily uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Matthew Witten is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has previously worked at firms including MML Investors Services, MassMutual, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. In addition to his advisory role, he offers life, disability, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms and third-party money managers.

Seth Weil is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. He has worked with Cetera since 2013 and is currently involved with S. Trigilis Apothecary LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad 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 large nationwide network of independent advisors and provides access to a diverse set of investment strategies and program structures.

Adam Johnson is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held positions such as Senior Financial Consultant at TD Ameritrade from 2015 to 2020, Vice President at Fisher Investments from 2012 to 2015, and Investment Advisor at Phillips and Company from 2011 to 2012. Throughout his career, he has worked closely with clients and their families to assist in growing and protecting their wealth, making well-informed investment decisions, and simplifying their financial lives. Adam's professional focus includes wealth planning and helping clients pursue their financial goals.

Morgan Welch is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to Fidelity, Welch held roles in education and healthcare, including positions with the Salem Keizer School District and Salem Clinic. 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 systematic portfolio construction methods. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Brendan Dexter is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., First Tech Federal Credit Union, and other firms. Outside of his advisory role, he is involved with Addison Avenue Investment Services, where he supports advisors in a non-investment capacity. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.