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 holding Series 63 and Series 65 licenses and has three years of industry experience. His career includes roles at several financial services firms such as The Prudential Insurance Company of America, Mass Mutual, and New York Life. Prior to entering the financial sector, he was involved in the restaurant industry, including operating Momiji Sushi Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and participation in wrap programs.

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 financial advisor with LPL Financial based in Beaverton, Oregon, holding a Series 66 designation and over 10 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Cascadia Advisory Services, Cascadia Wealth Management, and Cetera Advisor from 2018 to 2021. He also operated Beam 5 Creative Studio from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tevin Jeannis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and is also involved with Q6 Model & Talent Management, a modeling business based in Portland, Oregon. He previously worked at the University of Oregon from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting to 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.

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors through 2020. Outside of his advisory role, he serves as managing partner of Illuminate Financial Group LLC and is the Vice President of the Board of Directors and a soccer coach for the Foothills Soccer Club in Portland. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of advisers, utilizing both proprietary and third-party solutions tailored to client risk tolerance and goals.

Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Ariella Jochai is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, Oregon. She has eight years of experience at LPL Financial and has prior work history including self-employment and a role at Lake Oswego Hunt. Outside of her advisory role, she is a commissioned notary in Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Emily Lapp is a financial advisor at Raymond James Financial with 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. In addition to her advisory role, she serves as a Notary Public in Tualatin, Oregon. 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 uses analytical tools to support client goals, while maintaining specialized services in municipal and public finance.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

Darren Rankin is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was co-owner and CEO of Creative Media Development, a creative agency. He no longer has active responsibilities with the agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Jennifer Pacific is a financial advisor at RBC Capital Markets in Portland, OR, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of directors for Irvington Cooperative Preschool, where she handles financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to clients’ risk profiles and employs a combination of in-house and third-party managers, providing various options including tax management and responsible investing.

Roderick Holden is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at Cambridge Investment Research, Inc. for nine years and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the founder and owner of FutureNest and serves as a publisher and information provider for The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies, using multiple custody platforms and customizable discretionary or non-discretionary approaches.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.