Gretchen Olsen is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has served in various roles within Raymond James Financial Services since 2014 and currently works as a Sales Manager at OnPoint Investment Services, managing financial advisors within the OnPoint Community Credit Union program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals, supports wrap-fee advisory programs, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Rex Ritter is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992, he has held leadership roles including serving as the complex sales manager from 2000 through 2008. Drawing on his background growing up in a family of entrepreneurs, Rex provides financial guidance to business owners through all stages of their companies, focusing on integrating various aspects of clients’ financial lives to help them achieve their personal and financial objectives. Rex holds multiple professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA). He earned bachelor’s degrees in economics and political science from Boston University and a master’s degree from Cornell University. Additionally, he is a graduate of the National School of Commercial Lending at Southern Methodist University’s Cox School of Business. Rex is affiliated with the National Association of Plan Advisors (NAPA). In his community involvement, Rex is a former Chairman of the Board and current Board Member of University of Rochester’s Highland Hospital, as well as Vice Chairman of its Foundation Board. He also serves on the Board of Directors and Executive Committee of the Rochester Area Community Foundation. He resides in Pittsford, NY with Salley Thornton and has two children. Outside of work, Rex participates in outdoor activities including skiing, marathon canoeing, stand-up paddle boarding, and golf.

Justin Pike is a financial advisor with Merrill in Hillsboro, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a Delegate and Precinct Committee Officer for the Washington County Republican Party. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eddy Tello Hernandez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, Dairy Queen, and Sam Barlow High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Decker is a CFP® professional with 16 years of experience in financial services, currently advising clients at Cetera since 2025. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been involved with Jones & Roth, PC since 2013. Outside of his advisory role, Decker serves as president of his local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services including portfolio management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Kiera Schwarz is a Financial Consultant currently working with Fidelity Investments. In this role, she partners with clients to guide them through the financial planning process, focusing on understanding their personal values and financial goals. She aims to empower clients through partnerships based on trust and education to develop and maintain effective financial plans. Kiera has held various positions within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Registered Associate and Branch Associate at Werth Wealth Management. She holds a California Insurance License. Outside of her professional work, Kiera enjoys activities such as art, family activities, hiking, music, spending time with pets, and traveling.

Chad Southworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client decision-making.

Ali Panahpour is a financial advisor with UBS Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved with SPKH LLC, an investment entity focused on real estate, stocks, bonds, and other securities. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and asset allocation models.

Matthew Erwin is a Planning Consultant who focuses on creating personalized financial plans based on his clients' individual goals. He emphasizes listening to each client's preferences and approaches to life objectives to develop tailored strategies. Matthew leads with education and provides coaching based on established practices when adjustments are needed. Prior to his current role, Matthew worked as a Relationship Manager at Fidelity Investments from 2023 to 2024, and as an Operations Specialist in Certent Equity Management at Insightsoftware from 2022 to 2023. His professional experience includes client relationship management and operations in the financial services sector. Outside of his professional work, Matthew has interests in board games, camping, fitness, food, snowboarding, and traveling.

Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years before joining LPL Financial in 2021. Samsa also operates a non-variable insurance 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 plan consulting, providing both discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Donna Feuerherdt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior experience includes roles at State Farm and Metis Wealth Advisory Group. She maintains an appointment with MassMutual for direct life insurance. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance capabilities.

Brett Mc Neil is a Series 66 licensed advisor with Edward Jones in Tigard, Oregon, where he has worked since 2022. He has three years of industry experience and previously spent 13 years at Nike Inc. Outside of his advisory role, he teaches martial arts through his business, Willamette Bujinkan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Breunig is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2011, he has served as the Senior Resident Director for the Merrill office in Lake Oswego, Oregon, since 2016. In addition to his leadership role, Jeremy serves a three-year term from 2023 through 2025 on the Resident Director Advisory Council to Management, representing Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA®) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to navigate important financial decisions. He develops personalized wealth analyses tailored to each client's circumstances, addressing areas such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy objectives. His approach emphasizes discipline and intentionality to help clients pursue their long-term goals. Jeremy attended the University of Minnesota Twin Cities. Outside of his professional responsibilities, he is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. He enjoys spending time with his family, golfing, traveling, and following sports teams.

Laura Johnson is a financial advisor with Edelman Financial Engines in Vancouver, WA, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines offers technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online programs, and provides sub‑advisory services to other financial institutions.

Daniel Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as Chief Financial Officer of PDX Wealth Management, in addition to holding officer roles at Harlin & Jung, Inc. Dunham also works as an agent for Securian Financial, specializing in life insurance recommendations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting through various advisory programs and supports institutional consulting and portfolio management across a wide advisor network.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.

Deanna Rodewald is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 63 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. Wells Fargo Clearing provides retirement plan consulting for 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.

Catherine Fix is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 license and has previously worked at First Republic Securities Company, First Republic Investment Management, and Byrd Financial Group. Outside of finance, she has experience with Wishbone Home and Design. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jacob Jensen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Workplace Planning Consultant at different levels, demonstrating a progressive career in financial planning and consulting since 2021. Prior to joining Fidelity Investments, he worked as an Account Representative at Precoa from 2019 to 2021. As a CERTIFIED FINANCIAL PLANNER™, Jacob collaborates with clients to help them make informed decisions about their financial situations. He focuses on prioritizing goals, analyzing current financial pictures, and discussing appropriate strategies to assist clients in being intentional with their money. Outside of his professional responsibilities, Jacob enjoys family activities, hiking, and traveling.

Benjamin Stephan is a Planning Consultant at the Vancouver-Portland Fidelity Investor Center. In his role, he collaborates with clients to develop personalized financial strategies and partners with the Wealth Management Team to build and implement plans tailored to clients' unique needs, interests, and long-term goals. Benjamin joined Fidelity Investments in 2021 as a Financial Representative and transitioned to his current position as a Planning Consultant in 2022. His experience at Fidelity involves providing financial planning and investment services to clients. Outside of his professional work, Benjamin's personal interests include cooking and baking, football, hiking, sailing, skiing, and traveling.