Pamela Tuite is a CFP® and Series 66-designated financial advisor with Edward Jones, where she has worked since 2010. She has 16 years of industry experience and is based in Washougal, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Dustin Arn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals, families, and business owners to develop personalized financial strategies aimed at pursuing long-term goals. Dustin and his team emphasize a holistic approach to wealth management, utilizing disciplined investment processes centered on asset allocation and diversification. Born and raised in Portland, Oregon, Dustin holds a Bachelor's Degree from Portland State University with majors in Finance and Marketing. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dustin is a member of The Arn Group, a wealth management team with over 25 years of experience. In addition to his professional focus, Dustin participates in community volunteering and enjoys a variety of outdoor activities including biking, camping, fishing, hiking, skiing, and surfing. He also has interests in music, reading, and writing. Fluent in English and Spanish, Dustin values building professional and personal relationships with clients and their families.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, following a brief role at Columbia Edgewater Country Club. Based in Clackamas, OR, he currently works within a large institutional firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients approaching or in retirement with tailored recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Calvin Roberts is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 credentials. He has seven years of industry experience and previously worked at Steward Partners and Northwestern Mutual Investment Services. Outside of financial advising, he is the CEO and co-founder of Flag'em Games LLC, a company that produces drinking and board games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services including divorce and estate-settlement planning.

Shalisa Beck is a CFP® professional based in Lake Oswego, OR, with 34 years of industry experience. She currently works with Charles Schwab, having held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank since 2021. Prior to Schwab, she was with Waddell & Reed, Inc. and Country Capital Management Company. Outside of her advisory work, Beck is a competitive bodybuilder aiming to compete at the national level and occasionally provides training to women through her business, Becoming Her, LLC. 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 offers both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Alf Barber is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2016. Outside of his advisory role, Barber is involved in managing property refurbishment and oversight through Tek West LLC and JARA United LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Bartosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Raymond James since 2014 and is also associated with OnPoint Community Credit Union since 2007. Bartosz serves as a Power of Attorney for a personal investment account, though he does not actively manage it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jackson Schwarz is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an associate financial advisor at Ameriprise in Portland, OR. His prior roles include positions at Somerset Wealth Management and Ameriprise Financial Services. Outside of his advisory work, he is involved in managing advisory operations for TVZ, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized retirement income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sherry Lacey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Advisors Inc. since 2017. In addition to her advisory role, she owns Sherry Lacey CPA, LLC, a tax preparation business, and serves as Treasurer on the Board of Directors for the Pleasant Harbor Yacht Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver personalized, algorithm-supported retirement income plans.

Ian Rice is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a CrossFit gym in Tualatin, Oregon. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across various custodial platforms.

George McInnis is a financial advisor at Osaic Wealth, Inc. in Portland, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth since 2018, following two years at Signator Investors, Inc. In addition to his advisory role, McInnis operates several sole proprietorships involved in securities sales, investment advisory services, and insurance marketing. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.

Beau Gunderson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of experience in the financial industry, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory work, he serves as the head coach for the freshman boys basketball and baseball teams at Clackamas High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by technology tools, with implementation of recommendations arranged separately.

Tyler Harmon is a financial advisor with Wells Fargo Clearing in Lake Oswego, OR, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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 options. The firm’s 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.

Kieric Wilcox is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked at Coffee Cottage and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to support non-discretionary recommendations for clients approaching or in retirement.

Constantin Capellas II is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, Penn Mutual, and Hornor, Townsend & Kent. He is also involved in the sale of life, health, disability, and long-term care insurance through Pacific Capital Resource Group, Inc. and Columbia Group Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction, providing both discretionary and non-discretionary account management.

Robert Boster is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to his advisory role, he was employed at George Fox University and has experience in the food service industry, including positions at IN-IN-OUT Burger and Oak Barrel Ice and Creamery. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anna Farmer is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns a residential rental property in Oregon. 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 through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Clinton Coleman is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Shiloh Kamrath is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Kamrath worked at Waddell & Reed and Over and Strauch. Outside of advising, Kamrath is a notary public in the state of Oregon and has been involved with Living Water Family Fellowship since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to support diversified investment strategies.