Janice Swanson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, having previously worked at Principal Life Insurance Company, Ohio National Financial Services, and The O.N. Equity Sales Company. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of investment approaches, including proprietary models and access to third-party managers, with services tailored to client objectives.

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.

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.

Lynne Page is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones since 2003. Outside of her advisory work, she facilitates small groups focused on parenting, restoration, and financial management at East Hill Foursquare Church and serves as a budget coach using Crown Financial Ministries materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors.

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.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.

Darren Ford is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ford serves on the Board of Directors for A Solid Foundation. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimberlee Lomas is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, Inc. She also owns Lomas Financial Services, a general insurance agency, and Lomas Accounting Services, through which she refers business to accounting staff. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, providing access to a wide range of investment products and third-party services.

Christopher Lagoy is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm combines quantitative screening and qualitative research through a centralized investment process to manage diversified portfolios across multiple asset classes.

Kelly Dickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kelly worked at Intel Corporation and Applied Materials. Kelly is based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gerald Steagall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing Wells Fargo research and tools to develop tailored recommendations.

Brittany Amarillas is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones and Chase Bank. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kalin Rooney is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2019. Prior to that, he was with Foresters Financial Services and has experience in college admissions and retail. Outside of his advisory work, Rooney serves as an assistant softball coach for the Lakeridge High School softball team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

David Pederson is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, he is involved in several business ventures including ownership in arts and performing arts entities and engagement in insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based investment strategies tailored to client objectives.

Wade Peterson is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Logan Zlomke is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. His career includes roles at various Wells Fargo divisions since 2017, including Wells Fargo Advisor and Wells Fargo Wholesale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Billings is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mallory Miles Schierman is a financial advisor at Raymond James & Associates in Portland, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Cascade Sotheby's International Realty and Opus Agency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Neil Weaver is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Equitable Advisors and has previously worked at Edward Jones, Wells Fargo Clearing, Fidelity Brokerage Services, LPL Financial, Unitus Community Credit Union, and Waddell & Reed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party advisory programs.

Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.