Derek Vanderlinde is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at key Investment Services LLC since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Casey Dalthorp is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, they engage clients through a collaborative wealth-planning process tailored to individual needs, aiming to provide clarity and confidence in financial decision-making. Casey's professional experience at Fidelity Investments includes roles as Financial Consultant (2020-2023), Investment Consultant (2020), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects a comprehensive background in financial services. Casey holds an Arkansas insurance license. Outside of work, their personal interests include family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Cameron Schwartz is a financial advisor with Edward Jones in Gresham, OR, holding the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Nike and Pro Unlimited and operates a coaching business called The Confidence Coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Anne Gaggini is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise since 2013 and owns Anne Gaggini CPA, LLC, a tax preparation and CPA firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Eric Weberg is a financial advisor with Edward Jones in Lake Oswego, OR, holding CFP® and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of the Lake Oswego Lions Club and is a board member of the Friends Lake Oswego Library. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Vertin Alvarez Vargas is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a co-owner of a family rental property business. 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.

Kale Chalmers is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Based in Tigard, OR, he has been with Ameriprise in its current capacity since 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Gary Leaverton is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and First Republic Investment Management. He is a board member of St. Andrew Nativity School in Portland, Oregon, where he participates in governance and fundraising activities. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Scott Gettel is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has been with Baird since 2017 and previously worked at RBC Capital Markets Corporation for nine years. He holds a Series 66 designation and is based in Lake Oswego, Oregon. Scott is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex approaches, including private funds and real-asset exposures.

Scott Waldron is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to Cetera, he worked at Voya Financial Advisors and MJI, Inc., where he was associated with Hagan Hamilton Insurance. He also runs an independent insurance agency and has roles in other financial service businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Hope Boyce is a financial advisor at Raymond James Financial with 38 years of industry experience. She previously worked at D.A. Davidson & Co. for 23 years before joining Raymond James in 2024. She holds Series 63 and Series 66 designations. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network along with specialized municipal and public finance services.

Mason Arnold is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including at George Fox University and in the food service industry. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Benjamin Bistline is a CFP® professional with 17 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Oregon City, OR. He has been with Raymond James since 2009 and was previously associated with Metis Wealth Advisory Group, where he remains an owner. 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, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes various analytical tools to support client goals while offering specialized municipal and public-finance advisory services.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, Oregon. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he spent eight years at Edward Jones and worked at Packaging Corporation of America before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Jared Schafer is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Raymond James in 2022, he worked at BMW Portland and Mini of Portland in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by in-house research and a broad range of portfolio management options.

Elizabeth Cox is a financial advisor at Edward Jones in Oregon City, OR, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at mortgage firms including Fairway Independent Mortgage Corporation and Advantage Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Richard Hogue is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank since 2018, alongside his tenure at RBC Capital Markets beginning in 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Gregory Neff is a financial advisor with Primerica Advisors in Tigard, Oregon, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee billing.

Justin Buell is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 66 credential and 19 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Buell is involved in community leadership as president of two homeowner associations and co-owns a personal training and wellness business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels.

Kasha Mclemore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Beaverton, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been with Raymond James and First Tech Federal Credit Union since 2012. Outside of her advisory work, she is employed as a financial advisor with Addison Avenue Investment Services, providing financial advice to its members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.