Greg Childs is a financial advisor with Charles Schwab in Portland, OR, holding a Series 66 designation and ten years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. Outside of his advisory role, he is involved in property ownership in Portland. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers extensive operational integration across custody, brokerage, and investment management.

Christopher Moyer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in Portland, OR. He has worked at LPL Financial since 2018 and previously served at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Outside of his advisory work, he operates C.L. Moyer, LLC, a non-investment related business entity. 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 with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Evan Connell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for over nine years combined. Connell serves as President of the Party With a Purpose Foundation board and is involved with his local Phi Delta Theta fraternity alumni committee and homeowners association board. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Carlos Araguas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns businesses involved in buying and selling watches and fine art in Portland, OR. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach incorporates structured planning tools and scenario modeling while offering a broad range of retail and institutional financial products.

Kirk Tambara is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver data-driven, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Harry White III is a financial advisor with LPL Financial based in Vancouver, WA, holding a Series 66 designation and with 27 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wrv Limited, LLC and Lifeline Connections, among other roles. Outside of his advisory work, he has been involved with business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers various advisory and brokerage services, including financial planning and retirement consulting, and utilizes model portfolios and research from internal and third-party sources.

Daniel Kalmikov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' goals and current financial plans to identify opportunities for improvement through risk management, income generation, and tax-efficient investing. Prior to joining Fidelity, Daniel gained experience as an Associate Financial Advisor at Ameriprise Financial from 2019 to 2023. He also completed an internship as a Financial Professional at Empirical Wealth Management between 2018 and 2019. He holds a California Insurance License. Outside of his professional work, Daniel has interests in board games, golf, and table tennis.

Jaxon Kyle is a Financial Advisor based in Portland and serving clients across the Pacific Northwest. He works with executives, business owners, and professionals, helping them build retirement, equity compensation, and wealth transfer strategies tailored to their individual needs. Jaxon's practice focuses on retirement planning, managing equity compensation and concentrated stock, and coordinating estate and wealth transfer plans. He holds a Bachelor's degree in Finance from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaxon is committed to building long-term relationships with clients, serving as a trusted resource through every stage of their financial journey. Outside of his professional work, Jaxon enjoys chess, football, golfing, running, and skiing.

Bob Jones is a Series 66 licensed financial advisor with Edward Jones in Milwaukie, OR, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Brian Cantrell is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having four years of industry experience. His prior work includes a year at Waddell & Reed and five years at The Pool & Spa House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Matthew Moshofsky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at PricewaterhouseCoopers LLP from 2014 to 2017. Since 2017, he has been with Morgan Stanley, including the Morgan Stanley Private Bank, National Association, since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brendan Thorson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and has additional work experience at Mt. Hood Meadows. Outside of his advisory role, he is involved in fixed insurance products including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 with access to both affiliated and third-party managers.

Peter Seelig is a financial advisor with LPL Financial in Portland, OR, holding Series 65 and Series 66 credentials and 28 years of industry experience. He previously worked at Fenton, Wangler Financial and Sii Investments, Inc. from 2005 to 2018. Outside of advising, he is also a fitness instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management.

Wesley Upton is a CFP®-designated financial advisor with Ameriprise in Portland, OR, having six years at the firm and four years of industry experience. His prior work includes roles at Tualatin Hills Parks & Rec District and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Buxton is a financial advisor with Robert W. Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. He is also the owner of Kaya Investments, LLC. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances.

Tay Jacoby Fries is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Wells Fargo Advisors since 2024. Prior to this, Fries worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved as an owner and trustee in investment-related businesses in Portland, Oregon. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through extensive research and planning tools. The firm provides a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, with optional implementation through various brokerage and advisory programs.

Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Justin Royster is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs centralized investment decision-making with a focus on quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley and its related entities since 2007. Outside of his advisory work, he serves as a director for Crossroads Community Church, a charitable organization in Vancouver. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market modeling but does not provide individual security recommendations as part of standalone plans.

Brett Thomas is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and involvement in athletic coaching and administration at the high school and collegiate levels. He serves as an assistant baseball coach for Tigard Baseball. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm employs a centralized retirement-income consulting team that delivers data-driven, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight committees.