Nathan Calloway is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI-driven research, and formal governance procedures.

Kirsten Kupras is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. Her background includes roles at PDX Wealth Management and a part-time position as a physical therapist at Kupras Kinetics. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and supports advisory programs through a large network of advisors.

Rebecca Cyphers is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she serves as a director at REV Group LLC, where she manages stallion services and real estate rental operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Rebecca Decesaro is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked with First Republic Investment Management and First Republic Securities in various capacities since 2006 and joined J.P. Morgan Securities in 2023. Outside of her advisory role, she serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Zahler is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation, along with Series 63 and Series 65 licenses. Zahler has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic and AI-driven research techniques.

Matthew O'Brien is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, IBEX Roof, Verizon, and several other companies in diverse industries. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Stevens is a ChFC® credentialed financial advisor at Osaic with 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to her advisory role, she occasionally acts as an insurance agent, providing fixed life or annuity products as requested by clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kimberly Superneau is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Cetera since 2009 and also has a concurrent role at Heritage Bank since 2012. Kimberly is based in Portland, OR. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lei Chen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Chen has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives, including unique access to insurance-related vehicles and bank deposit sweep options.

Duane Hoffinger is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Jeffry Wolfe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Raymond James since 2013 and is also the owner of Headway Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mitchell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He holds a Series 66 credential. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Charles Mason is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been associated with Linsco/Private Ledger since 2006. Mason also operates Stoneridge Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Aimee Bertani is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she assists clients in working towards their financial goals by building trust, planning holistically, and implementing strategies. Her experience at Fidelity Investments includes serving as a Planning Consultant since 2025, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025. Outside of her professional work, Aimee enjoys gardening, hiking, kayaking, outdoor adventures, caring for pets, and traveling.

Andrew Watkins is a CFP® professional with 19 years of experience in financial advising. He has been with Edward Jones since 2006. 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 and 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.

Jessica Decker is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities. She previously worked for First Republic Securities Company and First Republic Bank for ten years. Outside of her advisory role, she serves on the board of Converge 45, a contemporary art nonprofit in Portland, Oregon, where she chairs the events committee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Stephen Groth is a financial advisor with RBC Capital Markets in Portland, Oregon, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill, Bank of America, and City National Bank. Outside of advisory work, he manages Groth Holdings LLC, a privately held investment account. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers and utilizes various investment and tax-management strategies tailored to clients’ advisory profiles.

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.