Charles Mason is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Linsco/Private Ledger for 20 years, Householder Group, Estate & Retirement Specialists for four years, and Commonwealth Financial Network for three years. Mason is also associated with Stoneridge Wealth Management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various technology tools and extensive non-advisory financial offerings.

Peter Brown is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including Bsquare and Entoro Securities, LLC. He is also a director of Heinrich-Brown, LLC, an asset-holding limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors and Bakken Industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI techniques. The firm serves a variety of clients and offers discretionary portfolio management, fund advisory, and model portfolios while maintaining oversight of affiliated and unaffiliated sub-advisers.

James Toussaint is a financial advisor with LPL Financial in Beaverton, OR, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including over two decades at Waddell & Reed, Inc. Toussaint serves as a board member of the Community Music Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers.

Matthew Hershkowitz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies tailored to their unique goals and priorities. Matthew works closely with individuals and families to address objectives such as funding education, planning for retirement, and managing potential health care costs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from Whitman College. His approach involves simplifying the complexities of investing to facilitate transparent and effective wealth planning conversations with his clients.

Allen Herman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 32 years of industry experience. His prior work includes 14 years at Sagepoint Financial, Inc. and 15 years at Bennett, Herman, Geertsen, LLC. He also has involvement with Herman Investment Management, Inc., a non-investment related business entity. 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 portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using various strategies and technology tools.

Jeffrey Elorriaga is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee estimates to support its financial planning process.

Larry Knisley is a financial advisor with OSAIC, holding the Chartered Financial Consultant (ChFC®) designation and Series 63 and 65 licenses. He has 55 years of industry experience and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Knisley is also the owner of Pacific Cascades Financial Group, where he sells insurance products and manages agents. Additionally, he serves as treasurer and board member of Reclaiming Hope Ranch, a nonprofit providing support to children with foster care and adoption backgrounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes firm‑provided tools and third‑party platforms to construct diversified portfolios managed on discretionary or non‑discretionary bases.

Richard Curry Jr. is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Fidelity and its affiliates since 2001, with a brief tenure at TD Ameritrade in 2010. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary management and fund advisory for registered investment companies.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Trevor Becker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2025. Outside of advising, he is involved with Noble Investments, a non-investment-related business in Portland, OR. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofits. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and specialized municipal and public finance services.

Michael Gustafson is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has seven years of industry experience. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and tax-aware strategies to manage diversified portfolios.

Gene Foley Jr. is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 designations and 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns two personal blogs focused on success and self-development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various strategies and incorporating technology tools to support client account management.

Benjamin Dominge is a financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a personal real estate business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Jessica Byres is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she held various positions including roles in hospitality and education. Outside of finance, she was involved with La Provence and Petite Provence/MIRABELLE INC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Feng Taylor is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors Financial Network, Taylor held positions at Bank of America, Merrill, Ameriprise, Oppenheimer & Co. Inc., Conover Insurance, and Highland Capital Brokerage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and divorce planning, supported by proprietary research and planning tools.

Penelope Doty is a Series 66-licensed financial advisor with Merrill in Portland, OR, with 8 years of industry experience. She has been with Merrill since 2014. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.