Rebecca Decesaro is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include multiple positions at First Republic Investment Management and its affiliated entities from 2006 to 2023. She serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Frederick Magenheimer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Pacific West Financial Consultants Inc. Outside of his advisory role, he is involved in agriculture, raising cattle and sheep, and operates a public notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Michael Zahler is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. Zahler holds Series 63 and Series 65 licenses and is based in Tigard, Oregon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Robert Hesslink Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Advantage Capital Corporation prior to joining OSAIC in 2023. Outside of his advisory work, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio construction process that employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Rachael Nelson is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at Jay Puppo Insurance and Financial Services and Cascade Fruit Marketing, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options through a large nationwide network of financial advisors and branch offices.

Kimberly Superneau is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Cetera since 2009 and also has a concurrent role at Heritage Bank since 2012. Kimberly is based in Portland, OR. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

David Tatem is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes six years at Citigroup and two years at Garagiste Meadery. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Melissa Mccoy is a Series 65 licensed financial advisor with Fisher Investments, where she has worked since 2017. She has seven years of industry experience and previously participated in a volunteer teaching program. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes through a centralized investment process.

Jeffry Wolfe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Raymond James since 2013 and is also the owner of Headway Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mitchell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He holds a Series 66 credential. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Charles Mason is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Linsco/Private Ledger for 20 years, Householder Group, Estate & Retirement Specialists for four years, and Commonwealth Financial Network for three years. Mason is also associated with Stoneridge Wealth Management. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various technology tools and extensive non-advisory financial offerings.

Peter Brown is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including Bsquare and Entoro Securities, LLC. He is also a director of Heinrich-Brown, LLC, an asset-holding limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Watkins is a CFP® professional with 19 years of experience in financial advising. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Jessica Decker is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities. She previously worked for First Republic Securities Company and First Republic Bank for ten years. Outside of her advisory role, she serves on the board of Converge 45, a contemporary art nonprofit in Portland, Oregon, where she chairs the events committee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Stephen Groth is a financial advisor with RBC Capital Markets in Portland, Oregon, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill, Bank of America, and City National Bank. Outside of advisory work, he manages Groth Holdings LLC, a privately held investment account. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers and utilizes various investment and tax-management strategies tailored to clients’ advisory profiles.

Jack Baldschun is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors, LLC for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Matthew Hershkowitz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies tailored to their unique goals and priorities. Matthew works closely with individuals and families to address objectives such as funding education, planning for retirement, and managing potential health care costs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from Whitman College. His approach involves simplifying the complexities of investing to facilitate transparent and effective wealth planning conversations with his clients.