Michael Lawyer is a financial advisor at Stifel in Portland, OR, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at D.A. Davidson & Co. for 14 years before joining Stifel in 2024. Outside of his advisory role, he serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising and managing the endowment fund. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She has worked with firms including CRI Securities, Minnesota Life Insurance Company, and Northstar Consultants Inc. In addition to her advisory role, she is co-owner and founder of Her Table Wealth and Wellness, a business focused on financial empowerment and education for women. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Sang Yoo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing nine years of industry experience. He has worked at Equitable Advisors since 2016 and is also involved with YMJ Group LLC since 2015. Outside of his advisory roles, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton, Oregon areas. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models often implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Daniel Nordstrom is a CFP®-certified financial advisor with LPL Financial, based in Oregon City, OR, and has eight years of industry experience. He previously worked at Elevate Wealth Advisors from 2014 to 2017. He is also a licensed notary. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Janice Swanson is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Principal Life Insurance Company, Ohio National Financial Services, and The ON Equity Sales Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio and platform options.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and KMS Financial Services. His advisory work focuses on managing mutual fund investments for pre-retired and retired clients, with regular portfolio assessments and performance evaluations. OSAIC serves a diverse clientele comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and tools, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Zachary Guinan is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banner Bank, Guardian Life Insurance Company, and Park Avenue Securities. He is licensed as a financial assistant utilizing insurance contracts to meet client needs. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and multiple investment platforms.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.

Darren Ford is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ford serves on the Board of Directors for A Solid Foundation. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimberlee Lomas is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, Inc. She also owns Lomas Financial Services, a general insurance agency, and Lomas Accounting Services, through which she refers business to accounting staff. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, providing access to a wide range of investment products and third-party services.

Kelly Dickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked at Intel Corporation and Applied Materials. Kelly is based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gerald Steagall is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Stephen Poole is a financial advisor at Raymond James Financial Services Advisors, Inc. in Hillsboro, Oregon, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at multiple firms including Cetera Investment Services and Columbia Wealth Advisors. Poole is also involved with First Tech Federal Credit Union in an investment-related capacity. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Brittany Amarillas is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Edward Jones for six years and Chase Bank for eight years. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Kalin Rooney is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2019, Rooney worked at Foresters Financial Services and has experience in college admissions and retail. Outside of advising, Rooney serves as an assistant softball coach for Lakeridge High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

David Pederson is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, he is involved in several business ventures including ownership in arts and performing arts entities and engagement in insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based investment strategies tailored to client objectives.

Wade Peterson is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Logan Zlomke is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. His career includes roles at various Wells Fargo divisions since 2017, including Wells Fargo Advisor and Wells Fargo Wholesale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 sources.

Michael Billings is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.