Rebecca Cyphers is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she serves as a director at REV Group LLC, where she manages stallion services and real estate rental operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Rebecca Decesaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at First Republic Investment Management and First Republic Securities Company prior to joining J.P. Morgan in 2023. Outside of her advisory role, she serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may incorporate 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 the Series 63 and Series 66 designations and has worked previously at FSC Securities Corporation and Advantage Capital Corporation. Outside of his advisory role, he teaches an undergraduate course on Health Aspects of Aging at Portland State University and is an author of both fiction and non-fiction books. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its scale and recent consolidation activity.

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 financial advisor with Cetera based in Portland, OR, holding a Series 66 designation and with 24 years of industry experience. Her prior work includes positions at Morgan Stanley and Banc of America Investment Services. She has been with Cetera since 2009 and also has experience at Heritage Bank since 2012. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

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.

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 with J.P. Morgan Securities in Milwaukie, OR, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously worked at Merrill for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG framework in its recommendations.

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.

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 in Portland, OR. She previously spent 10 years at First Republic Securities Company, LLC and First Republic Bank. Outside of her advisory role, she serves on the board of Converge 45, a nonprofit contemporary art organization in Portland, where she chairs the Events Committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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 with Fidelity in Beaverton, OR, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors, LLC and has held various roles outside the financial sector, including positions at Bakken Industries, Inc., Subway, and College Hunks Hauling Junk & Moving. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

James Toussaint is a financial advisor with LPL Financial in Beaverton, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including over two decades at Waddell & Reed, Inc. Toussaint serves as a board member of the Community Music Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers.

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.