Jack Baldschun is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and Bakken Industries. He is based in Portland, OR. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Toussaint is a CFP® professional with 35 years of industry experience, currently advising at LPL Financial since 2021. He spent over two decades at Waddell & Reed, Inc., and has served as a board member for the Community Music Center, a nonprofit organization, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Matthew Hershkowitz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies tailored to their unique goals and priorities. Matthew works closely with individuals and families to address objectives such as funding education, planning for retirement, and managing potential health care costs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from Whitman College. His approach involves simplifying the complexities of investing to facilitate transparent and effective wealth planning conversations with his clients.

Allen Herman is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Bennett, Herman, Geertsen, LLC. Herman is also involved with Herman Investment Management, Inc., a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios to support both discretionary and non-discretionary management.

Jeffrey Elorriaga is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee estimates to support its financial planning process.

Larry Knisley is a financial advisor at OSAIC with the ChFC® designation and over 55 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. He is the owner of Pacific Cascades Financial Group, where he sells life, health, and long-term care insurance and manages agents. Knisley also serves as Treasurer and board member of Reclaiming Hope Ranch, a nonprofit horse ranch supporting children with foster care and adoption backgrounds. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party management solutions to construct diversified portfolios tailored to client risk profiles.

Richard Curry Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves in advisory roles for various registered investment companies.

Daniel Hayes is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to provide clarity and direction on their financial journeys, aiming to empower them to pursue their goals. He leverages Fidelity's extensive resources and partnerships to offer education, investment guidance, and build long-lasting relationships. Daniel's professional experience includes previous roles at Fidelity Investments as a Financial Consultant from 2022 to 2024. Prior to that, he served as a Wealth Advisor at M25 Advisors from 2021 to 2022, and held positions at Thrivent Financial as Regional Development Director from 2018 to 2021 and Financial Representative from 2015 to 2018. He holds a California Insurance License.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Trevor Becker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2025. Outside of advising, he is involved with Noble Investments, a non-investment-related business in Portland, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofits. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and specialized municipal and public finance services.

Michael Gustafson is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Gene Foley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 45 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on self-development and fitness. 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, with a variety of discretionary and non-discretionary management options.

Benjamin Dominge is a financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a personal real estate business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Feng Taylor is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Taylor held positions at Bank of America, Merrill, Ameriprise, Oppenheimer & Co. Inc., Conover Insurance, and Highland Capital Brokerage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and divorce planning, supported by proprietary research and planning tools.

Penelope Doty is a Series 66-credentialed financial advisor with Merrill, based in Lake Oswego, OR, and has 12 years of experience at Merrill. She has a total of 8 years in the industry. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Wheeler is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of his advisory role, Wheeler serves as an elected Precinct Committee Person for the Republican Party in Happy Valley, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Devlin Carothers is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Carothers is a co-owner of FWMG LLC, where he manages an Ameriprise-related business serving clients. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including prior work with Global Retirement Partners. Outside of his advisory role, he is involved in a vintage automobile hobby business, trading automobile literature and parts. LPL Financial serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. 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, financial planning services, and retirement consulting, supported by proprietary and third-party research and strategies.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.