Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including prior work with Global Retirement Partners. Outside of his advisory role, he is involved in a vintage automobile hobby business, trading automobile literature and parts. LPL Financial serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by proprietary and third-party research and strategies.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Gilkey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Prior to joining Raymond James in 2022, she spent 17 years with D.A. Davidson & Co. In addition to her advisory work, she serves as a Client Service Manager at Anderson Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and emphasizes municipal and public-finance expertise uncommon among large institutional firms.

Robert Caldwell is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Price Financial Group and Wealth Management, Inc. Caldwell also engages in insurance and annuity sales through Asset Preservation Wealth and Tax in Lake Oswego, Oregon. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative approach to deliver written recommendations tailored to client goals.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America N.A., Merrill, and China Citic Bank International Limited. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Irini Housiadas is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. She worked for Crown Capital Securities, LP for 10 years prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kyle Harris is a financial advisor at LPL Financial in Portland, OR, with two years of industry experience. He holds a Series 66 designation and has worked in both advisory and non-advisory roles, including employment as a barista at Black Rock Coffee Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services with access to model portfolios, research, and a variety of investment strategies.

Forrest Strickland Jr. is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2020. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Porter, Evoke Management, and the Beaverton School District. Cetera Investment Advisers LLC is an SEC-registered adviser 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 through a multi-manager platform with access to affiliated and third-party managers.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Anthony Bardi is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Bardi is also president of Tax and Financial Solutions, where he prepares tax returns and assists with business management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and assets exceeding $256 billion.

Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cassidy McLemore Tavares is a Financial Consultant at Fidelity Investments. In this role, Cassidy partners with clients to help them establish the foundation of their financial plans by utilizing research and tools provided by Fidelity. Cassidy focuses on educating clients to make informed decisions regarding strategies aimed at achieving their desired lifestyles. Before becoming a Financial Consultant, Cassidy held positions as an Investment Consultant and Planning Consultant at Fidelity Investments. Prior to working at Fidelity, Cassidy gained experience as a Banker at Oregonian Credit Union from 2021 to 2022.

Justin Lippincott is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Morgan Stanley, UBS Financial, and Bank of America. Based in Lake Oswego, OR, he joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Braden Balocan is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and he has been involved with Finity Group, LLC for over a decade, where he also acts as an independent insurance agent. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering tools such as model portfolios and research from LPL Research and third-party subadvisors.