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 Portland, OR, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that delivers model-based investment strategies supported by third-party asset managers and custodial services.

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.

Kenneth Miller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following seven years at UBS Financial Services. He is based in Portland, OR. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Douglas Moshofsky is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a Study Group Leader for Kingdom Advisors and is a managing partner in family and real estate investment partnerships. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional investment solutions and financial planning through its network of advisors.

Stephen Gulley is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 14 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory work, he serves as Vice Chairman of the Board at Friendsview Retirement Community and holds board roles with Providence Newberg Health Foundation and Newberg Friends Church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around annual, collaborative planning engagements.

Gary Buczkowski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of his advisory role, he owns Cascade Wealth Advisors, LLC, serves on the Finance Council board of directors, and contributes pro bono financial planning through the Foundation For Financial Planning. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Andrea is a Series 66-licensed financial advisor at Thrivent Investment Management with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns an LLC that manages a vacation home in Oregon, which is rented on a weekly basis when not in use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and management as separate services.

Ross Eng is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and over 31 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Regan is a financial advisor with Wells Fargo Clearing in Portland, OR. He holds Series 63 and Series 65 credentials and has 10 years of industry experience, all with Wells Fargo-related entities. Outside of his advisory work, he serves as a high school basketball referee with the Portland Basketball Officials Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Neil Zellick is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo-affiliated entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Connor Leahy is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, following two years at Perlo Construction. Outside of his advisory role, Leahy serves as an athletics coach at Jesuit High School in Portland, Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Kenneth Turpin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Raymond James since 2015 and was previously associated with Zivney Financial Group. Outside of his primary role, he is involved as a financial advisor with Ollerenshaw Wealth Management. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a broad network.

Rachael Alphonso is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served as an Investment Consultant with the same firm from 2023 to 2026. Her professional background includes positions in financial services and leadership roles at First Tech Federal Credit Union from 2014 to 2019, as well as experience at Greater Nevada Credit Union from 2013 to 2014. Rachael holds a California Insurance License, supporting her expertise in financial planning and client advisory services. She is committed to building strong client relationships and providing personalized financial strategies that help clients protect and grow their portfolios. Outside of her professional life, Rachael enjoys camping, cooking and baking, family activities, gardening, motorcycles, and spending time with pets.

Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Randall Massey is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Lincoln Financial Advisors since 2005 and transitioned to Osaic in 2025. Massey maintains an ownership role in Horizon Line Wealth Management, a DBA not yet publicly used. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Stuart Munro is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.