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 at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Inc., LPL Financial, and SII Investments. Pearson is the founder of the God of Abraham Foundation, a nonprofit organization focused on encouraging young people to "love your neighbor as yourself." OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by proprietary tools and third-party managers.

Kimberlee Bouska is a financial advisor with Raymond James Financial in Hillsboro, Oregon, holding the CFP® designation and Series 63 and 65 licenses. She has 23 years of industry experience, including six years with CUSO Financial Services and over a decade with Raymond James. She also provides financial advice to members of Addison Avenue Investment Services in a non-owner associate role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical modeling to assist clients in meeting their goals.

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.

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 ChFC® charterholder with 26 years of experience in the financial services industry. She currently works at Osaic and has previous experience at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of her advisory role, she is involved in insurance sales, primarily life insurance, and serves as a trustee for a family living trust. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through its multi-advisor platform.

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.

Emanuel Grad is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Ameriprise Financial Advisors, Phillips & Company, and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and customized strategies, supported by extensive technology tools and a broad platform of financial products.

Jason Nguyen is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2011. Outside of his advisory work, Nguyen also works as a part-time delivery driver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

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 with LPL Financial, holding a Series 66 credential and 10 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Edward Jones. Outside of his advisory role, Clark is involved in coaching youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association. 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 services delivered through a broad network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Sheldon Ren is a CFP® professional with 22 years of industry experience. He has been with LPL Financial since 2008. His activities include involvement with Grand Ridge Capital LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

Crystal Learfield is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. Her prior roles include positions at Bank of America N.A., Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management Inc. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role as a commodity pool operator registered with the CFTC.

Benjamin Waibel is a CFP® professional with 16 years of experience in financial advising. He is currently with OSAIC, joining in 2023 after 13 years at SagePoint Financial. Waibel is also the owner of Forest Hills Wealth, LLC, a firm established for office expenses and payroll. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, employing model-based asset allocation and portfolio optimization supported by various tools and strategies.