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 Series 66-licensed financial advisor with LPL Financial, based in Tigard, Oregon, and has four years of industry experience. Before joining LPL Financial in 2021, he spent one year with Waddell & Reed and five years working at The Pool & Spa House. He is also associated with Penchant Wealth, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

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. for 13 years each and at Equitable Advisors for 3 years. In addition to his advisory work, he is a licensed insurance agent and also works as a fitness instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and third-party asset management through a large network of investment adviser representatives.

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.

Cameron Bachelder is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates an investment-related business under Heritage Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

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 advisor at Fisher Investments with 15 years of industry experience. He has been with Fisher Investments since 2009. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, with strategies that include tax-aware processes and defensive tactics to manage risk.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within various Morgan Stanley entities since 1992, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a director for Crossroads Community Church, a nonprofit organization. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages trillions in client assets and offers a broad range of investment and financial planning programs.

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.

Joseph Williams is a financial advisor with LPL Financial in Camas, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Charles Schwab, spanning over a decade. 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 diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Turner is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Richard Williams and Waddell & Reed, Inc. Outside of advisory work, he is involved in running a real estate rental business. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

George Blanchard is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2008, with earlier experience at Phillips & Company. Outside of his advisory role, he is involved in the creative sector through Studio Seven60, where he participates in activities supporting creators and artists. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs. The firm combines research, planning tools, and advisory services with brokerage products and other financial offerings.

Matthew Tuttle is a CFP® with 19 years of experience at Edward Jones, where he has worked since 2007. He holds a Series 66 license and is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Kess Stackhouse is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client decision-making.

Nicholas Bales is a Series 66 licensed financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2018 and previously worked at NBC Securities, Inc. from 2015 to 2018. Outside of his advisory role, he holds a vice president and shareholder position at Prier Pipe and Supply, a plumbing supply business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.