Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Nakao is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with the Wells Fargo organization since 2018, including his current role since 2025. Prior to joining Wells Fargo, his work experience includes positions at MSC Industrial Supply Company and Walgreens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party databases.

Martha Caldwell is a CFP® with 22 years of industry experience, currently advising at Raymond James & Associates. Her prior experience includes roles at Merrill and Bank of America, N.A. She is also involved in breeding, training, and sales of dressage horses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles.

Kristopher Gillmore is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fairfield Financial Services, Inc. outside of his advisory role, he plays guitar in a rock band and teaches private guitar lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Amanda White is a financial advisor at Edward Jones in Oregon City, Oregon, holding the Series 66 designation with one year of industry experience. She has worked at Edward Jones since 2019 and has prior experience in various roles outside the financial industry, including positions at McDonald’s, Target, AmWay, and Jimmy Johns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Odelia Pustovit is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025 respectively. Prior to her financial services career, she worked at Alpina Auto Body and Clackamas High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brent Abney is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the nonprofit A Solid Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicole Lolich is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Ameriprise since 2011, including its subsidiary Ameriprise Financial Services, Inc. There are no additional notable outside activities reported. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, algorithm-assisted retirement income advice through a centralized consulting team.

Jair Ramirez is a financial advisor with Wells Fargo Clearing in Tigard, Oregon. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Ramirez has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, NA since 2013. 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 grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Tyler Morano is a financial advisor at Edward Jones in West Linn, Oregon. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to his current role, he spent six years at Oregon State and four years at Granada High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lawyer is a financial advisor at Stifel with 38 years of industry experience. He previously worked at D.A. Davidson & Co. for 14 years before joining Stifel in 2024. Outside of his advisory role, he serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising, marketing, and managing tuition assistance funds. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, and has 21 years of industry experience. She has worked at firms including CRI Securities, Minnesota Life Insurance, and Northstar Consultants. Outside of her advisory role, she is the owner of Annie Book Coaching and co-founder of Her Table Wealth and Wellness, a business focused on financial empowerment and educational programs for women. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sang Yoo is a financial advisor with Equitable Advisors in Hillsboro, OR, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AxA Advisors. Outside of his advisory role, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton areas. 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 operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Nordstrom is a CFP®-certified financial advisor with LPL Financial, based in Oregon City, OR, and has eight years of industry experience. He previously worked at Elevate Wealth Advisors from 2014 to 2017. He is also a licensed notary. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Janice Swanson is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Principal Life Insurance Company, Ohio National Financial Services, and The ON Equity Sales Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio and platform options.

Philip Trabucco is a financial advisor at Edward Jones in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and KMS Financial Services. His advisory work focuses on managing mutual fund investments for pre-retired and retired clients, with regular portfolio assessments and performance evaluations. OSAIC serves a diverse clientele comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and tools, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Andrew Sparks is a financial advisor at Edward Jones in Portland, Oregon, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with Cheers ERP Solutions and Base Camp Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax services.

Zachary Guinan is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banner Bank, Guardian Life Insurance Company, and Park Avenue Securities. He is licensed as a financial assistant utilizing insurance contracts to meet client needs. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and multiple investment platforms.

Denise Schuh is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. She has worked at Charles Schwab in various roles since 2014, including time at Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware, and previously at Morgan Stanley from 2018 to 2022. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custodial and brokerage services.