Zachary Guinan is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Banner Bank, Guardian Life Insurance Company, Park Avenue Securities, WestPac Wealth Partners, and Wells Fargo. He holds a licensed financial assistant position involving the use of insurance contracts to meet client needs. Osaic Wealth serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of investment programs delivered across affiliated broker-dealer and RIA relationships.

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 licenses and has worked previously at Sagepoint Financial, Inc. for 14 years. In addition to her advisory role, she owns Lomas Financial Services, a general insurance agency, and Lomas Accounting Services, through which she refers business to accounting staff. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies with access to multiple custodial arrangements and alternative investments.

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 with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing Wells Fargo research and tools to develop tailored recommendations.

Stephen Poole is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes positions at multiple firms such as Cetera Investment Services, Columbia Wealth Advisors, and Umpqua Bank. He is also involved with First Technology Federal Credit Union as a bank associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a non-discretionary approach tailored to client goals using risk profiling and analytical tools, and it supports institutional consulting and portfolio management through a large advisor network.

Brittany Amarillas is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones and Chase Bank. 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 portfolios, third-party asset management, and institutional platforms.

Kalin Rooney is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, he was with Foresters Financial Services and has experience in college admissions and retail. Outside of his advisory work, Rooney serves as an assistant softball coach for the Lakeridge High School softball team. 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 financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

David Pederson is a financial advisor with Cambridge Investment Research Advisors in Portland, OR. He holds a Series 66 designation and has 19 years of industry experience. His prior work includes a year at 1717 Capital Management Company before joining Cambridge in 2008. Outside of advisory work, he is involved in several ventures including ownership and management roles in arts and performing arts businesses, as well as co-ownership of an investment LLC and participation in agricultural operations. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

Wade Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes six years at D.A. Davidson & Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

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.

Mallory Miles Schierman is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked in real estate at Cascade Sotheby's International Realty and in other roles including at George Fox University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Neil Weaver is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Equitable Advisors and has previously worked at Edward Jones, Wells Fargo Clearing, Fidelity Brokerage Services, LPL Financial, Unitus Community Credit Union, and Waddell & Reed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party advisory programs.

Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.

Brian Wright is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Weststar Financial Group. He is also an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Margarita Martinez is a Series 66-licensed financial advisor with UBS Financial Services in Lake Oswego, OR, where she has worked for four years. Her prior experience includes roles in the restaurant industry and extended travel. She serves on the board of directors for the Swiss Avenue Women’s Guild, a community organization based in Dallas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Anna Johnson is a financial advisor with J.P. Morgan Securities in Portland, OR, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Kirsten Kupras is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. Her background includes roles at PDX Wealth Management and a part-time position as a physical therapist at Kupras Kinetics. 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 advice supported by analytical tools and supports advisory programs through a large network of advisors.