Tyler Armstrong is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He spent 10 years at Morgan Stanley and its affiliated private bank before joining Raymond James and OnPoint Investment Services in 2025. Armstrong is also a bank associate with OnPoint Community Credit Union in Beaverton, OR. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal advisory services and innovative plan-level solutions.

Peter Perkins is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and various insurance carriers. He has also been involved with Financial Beginnings and worked at Central Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Her prior work includes roles at Warm Springs Dental and Northwestern Mutual Investment Services LLC. 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 financial planning and investment management services through a network of investment adviser representatives using various portfolios and strategies.

Colby Anderson is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Anderson worked as an independent contractor for Door Dash. Outside of advising, Anderson has experience in wild land firefighting and various service roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Noah Dickinson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, and Dabella. Outside of finance, he owns Noahfest LLC, a wedding planning business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party managers and offers tactical asset allocation with options for tax-aware strategies.

Jeffrey Greene is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes six years at First Republic Investment Management and related entities prior to joining J.P. Morgan in 2023. 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jeffrey Capellen is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with Raymond James Financial in Tigard, Oregon. He has operated several related entities since 2014, including Project Discovery LLC, Jeffrey Capellen PC, and Kruse Woods Financial Partners. Capellen is also a partner in Project 3.0. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

John Gall is a financial advisor with RBC Capital Markets in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and offers a range of advisory programs and investment options.

Noel Brown is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked across multiple Morgan Stanley entities since 2007 and serves on the advisory board of The Investment Integration Project, a consulting group based in Massachusetts. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Emily Mcdonald is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 66 designation and 13 years of industry experience. She has previously worked with Single Point Financial Advisors, Securities America Advisors, Inc., and JHS Capital Advisors, LLC. Outside of her advisory role, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives.

Daniel Florence is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities in Portland, OR since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tyler Church is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley and its affiliated private bank since 2016 and spent one year at J.P. Morgan Private Wealth Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Amber Stream is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She worked at Merrill for 11 years before joining LPL Financial in 2012. Outside of her advisory role, she is associated with Cornerstone Advisors NW, LLC, based in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management services through a large network of advisors and employs a range of strategies including model portfolios, third-party subadvisors, and customized approaches.

Carrie Mullins is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Foresters Financial and Foresters Advisory Services LLC, as well as operating Carrie Mullins LLC. She is also a co-owner of Sisters Properties, LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Bourn is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

Lesley Pickens is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jack Johnson is a financial advisor with Ameriprise in Wilsonville, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at MML Investor Services, MassMutual Life Insurance, Northwestern Mutual, and has experience outside the financial industry including employment with the City of West Linn and retail positions. He also assists with the operation and sales of Double Circle Spirits, a distillery in West Linn. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frances Mc Kay is a CFP®-designated financial advisor at Edward Jones in Portland, OR, with 12 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. before returning to Edward Jones, where she has been since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.