John Scollo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Charles Schwab, where he has worked since 2021 following prior roles at TD Ameritrade, Facet Wealth, and E*TRADE Capital Management. Outside of advisory work, he holds mineral rights in Colorado as a passive lessor. Charles Schwab 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 blend of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a centralized operational structure.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.

Lance Steinberg is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining LPL Financial in 2017. Steinberg also manages Northwest Robo Advisors, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by extensive research and technology applications.

Cameron Sippel is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Lewis and Clark Bank and Western Alliance Bank, among other positions in the financial and corporate sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

David Pierce is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Moss Adams, Aspen Capital, and the University of Portland prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Outside of advisory work, Resch owns and operates Bloom Revenue, LLC, an independent business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools, offering a broad range of specialized planning options.

Emanuel Grad is a financial advisor with LPL Financial based in Tualatin, Oregon, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at LPL Financial since 2010, with a break from 2017 to 2024 during which he was employed at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Jason Nguyen is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he works as a delivery driver for Uber Eats on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Ramsey is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, she worked at California Polytechnic State University San Luis Obispo and UC Berkeley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Diego Fratus is a financial advisor with Wells Fargo Clearing in Corvallis, OR. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2023. His prior experience includes roles in education and retail. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Clark is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Edward Jones from 2016 to 2024. Outside of his advisory role, Clark coaches youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association in Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Sheldon Ren is a CFP®-designated financial advisor with LPL Financial, based in Tualatin, OR, and has 21 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various management strategies.

Crystal Learfield is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Benjamin Waibel is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at Osaic since 2023 and previously spent 13 years at SagePoint Financial. Outside of his advisory work, he is the owner of Forest Hills Wealth, LLC, an entity established for office expenses and payroll. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alice Hayhurst is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a wide range of clients and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.