Jonathan Coulter is a CFP® professional with five years of experience, currently serving as a financial advisor at Raymond James Financial in Tigard, Oregon. He previously worked with Young Life for nine years in two separate periods and has been associated with Project Discovery LLC since 2020. Coulter also works as an associate at KWFP, a non-investment support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary financial advice supported by advanced analytical tools and maintains specialized programs for municipal advising and SIMPLE IRA employer consulting.

Todd Caldwell is a CFP® professional based in Portland, OR, with 32 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Rogers is a Financial Advisor on the RMC Team with Merrill in Portland, Oregon. He provides a comprehensive approach to wealth management that begins with understanding clients, their families, and their financial situations. Sean helps create customized wealth management strategies that can adapt as clients' goals, needs, and market conditions change. He offers access to investment insights from Merrill Lynch Wealth Management alongside banking services from Bank of America to address various aspects of clients' financial lives. Sean focuses on client areas including college education planning, family wealth management strategies, legacy planning, and personal retirement planning. Sean earned a bachelor's degree in Business Administration from Southern Oregon University. During his time there, he played collegiate football, experiencing both wins and losses in two national championship games. He was recognized as a NAIA All-American Defensive End and served as team captain and permanent team captain. After college, Sean coached football at Central Catholic High School, where he contributed to a state championship and supported the individual successes of his athletes. Sean holds the designation of Personal Investment Advisor (PIA). Currently taking a hiatus from coaching, he plans to return to coaching in the future and continues to pursue his commitment to helping individuals and families achieve their financial goals and build strong legacies.

Sean Gabrio is a financial advisor with UBS Financial Services in Portland, Oregon, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the auction committee for Doernbecher Children's Hospital Foundation and is a board member of Elevate Oregon, a charitable organization focused on helping underprivileged children. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advisory strategies.

Joel Janssen is a CFP® professional affiliated with LPL Financial, based in Portland, OR, with 29 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2018. Outside of his advisory work, Janssen has involvement with a real estate rental business. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies with resources from LPL Research and third-party subadvisors.

August Cohen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has previously worked at Bank of America, Merrill, Northwestern Mutual, and First Interstate Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

John Spooner is a financial advisor with Ameriprise in Tualatin, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Spooner owns and manages Spooner NW, a non-investment-related business. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a large institutional platform with a broad range of advisory and insurance solutions.

Zachary Kill is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Finity Group, LLC, where he holds a position related to insurance, benefits, and human resources. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both discretionary and non-discretionary management, leveraging model portfolios, research, and various technology-enabled solutions.

Lesley Tylczak is a financial advisor with Edward Jones in Portland, OR, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2017, she worked at Tylczak BANG! and served in the Department of Entomology at the University of Minnesota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Hayden Loboy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wedbush Securities and Fisher Investments. He has also been involved with the Eugene Swim & Tennis Club and other community recreational organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Chad Martindale is a financial advisor with Ameriprise in Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in independent insurance brokering and holds ownership interests in several real estate and business entities. Ameriprise provides a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Teddy Martin is a financial advisor with Edward Jones in Beaverton, OR, holding a Series 63 designation and 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory role, he is involved as a non-managing partner in Island Alpacas Farm in Bainbridge Island, WA, and has worked as a farm hand at Heritage Alpacas in Gaston, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

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 at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. Turner is also involved with Lake Oswego High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

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.