Austin Hough is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in real estate with EXP Realty of California and Sotheby’s International Realty. He is also the owner of Creative Reef Designs LLC, a business specializing in aquarium design, installation, and maintenance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, relying on multiple asset managers and offering both advisory and brokerage channels to meet client needs.

Adina Flynn is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Flynn serves as Fundraising Chair on the Board of Directors for the Portland Pearl Rotary Club. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Zachary Beck is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior roles include seven years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. He is also involved in estate management as an executor for family estates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding on implementation through various brokerage and advisory programs.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Freda Beal is a financial advisor with Wells Fargo Clearing in Milwaukie, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Beal also serves as a trustee and co-trustee for family trusts, dedicating time to those responsibilities outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven, modern portfolio theory approach and offering both discretionary and non-discretionary advisory services.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Jamie Zolezzi is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, Zolezzi worked at Avantax Investment Services and Avantax Advisory Services, as well as 1st Global Advisors Inc. Outside of her advisory role, she is a certified public accountant at Jones & Roth, Pc, where she has worked since 2004. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multi-manager platforms and various program structures.

Katrina Stump is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and City National Bank. Outside of her advisory role, she manages a sole proprietorship related to childcare responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Matthieu Armstrong is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, Bank of America, and Amazon. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Richard Schaefer is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1989 and has been associated with Endries International Inc since 2004. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Garth Ahern Hendryx is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Novogradac, and has a background that includes periods of full-time education and employment at Randstad. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and is noted for its use of AI and systematic methodologies in investment processes.

Jack Williams is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Evergreen P&O and Joshua's Pest Control, as well as academic positions at Oregon State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Davis Siliga is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Klavins is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is the owner of an LLC that acquires hunting property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Benjamin Rollins is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team in partnership with advisors.