Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Brennan Turner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and The Prudential Insurance Company of America. He also has experience working in education at Lake Oswego High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, offering non-discretionary planning and a range of affiliated services including municipal finance advisory.

Leonard Odegaard is a financial advisor with OSAIC Wealth, Inc. in Portland, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Resource Financial Planning Inc, and Massmutual Life Insurance Co. He is also a financial advisor and agent with Resource Insurance Services, where he provides advice on life insurance and annuity products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and efficient-frontier analysis to build diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.

Zachary Keller is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Mass Mutual Insurance Company, and New York Life Insurance Company. Outside the financial industry, he was involved in the restaurant business, including ownership of Momiji Sushi Inc. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services including financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Racheal Perry is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and TCW Funds Distributors prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

Erin Dwyer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is involved with Victory Academy, where she participates in community fundraising efforts. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver data-driven, non-discretionary retirement recommendations combining research, modeling, and tax-efficiency analysis.

Jeremiah Beam is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Cascadia Advisory Services, Cascadia Wealth Management, Cetera Advisor, and Waddell & Reed. Outside of advisory roles, he founded Beam 5 Creative Studio, a business he operated for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and various investment strategies.

Ming Jiang is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previous experience at Bank of America, H&R Block, and Xinlongyuan Asset Management Company. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Meurer is managing partner of Illuminate Financial Group LLC and serves as a soccer coach and vice president on the board of directors for the Foothills Soccer Club in Portland. 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 LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Ryan Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2018 to 2022. He is also an associate at Addison Avenue Investment Services, where he works directly with clients on their investment needs. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory solutions supported by a broad affiliate network including public finance and institutional fiduciary capabilities.

Ariella Jochai is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 designation and eight years of industry experience, including two years as an advisor. She previously worked at Lake Oswego Hunt and was self-employed. Jochai also serves as a notary in Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management options.

Emily Lapp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior work includes positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. She is also a Notary Public. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and has specialized programs for small businesses and institutional clients, supported by a broad affiliate network.

May Jia Hill is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Indos Financial Limited. Hill is based in Lake Oswego, Oregon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options, supported by a large-scale, integrated operational structure.

Darren Rankin is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was co-owner and CEO of Creative Media Development, a creative agency. He no longer has active responsibilities with the agency. 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 strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Jennifer Pacific is a financial advisor at RBC Capital Markets in Portland, OR, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of directors for Irvington Cooperative Preschool, where she handles financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to clients’ risk profiles and employs a combination of in-house and third-party managers, providing various options including tax management and responsible investing.

Roderick Holden is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at Cambridge Investment Research, Inc. for nine years and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the founder and owner of FutureNest and serves as a publisher and information provider for The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies, using multiple custody platforms and customizable discretionary or non-discretionary approaches.