Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Tyler Andrews is a CFP® with nine years of experience in financial advising. He is currently with Cetera and has previously worked at ClearFP Securities, Lion Street Advisors, and Woodbury Financial Services. In addition to his advisory role, he is involved in insurance sales and provides insurance services through affiliated businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Donald Westlund is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Westlund works, serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Bret Reiner is a financial advisor with Edward Jones in West Linn, OR, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm 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.

Mitchell Rask is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and over 27 years of industry experience. He previously worked at Wells Fargo Advisors for five years and has owned Rask Enterprises, LLC since 1993. Outside of advisory services, he owns a business called Pala Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

Michael Arthur is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for the Portland Rotary Charitable Trust and Friends of Crater Lake National Park. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryson Urie is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding CFP®, Series 65, and Series 63 designations and has 12 years of industry experience. His prior work includes roles at Principal Securities Inc., Union Financial, Tyson Deering Wilson Financial Services, and Principal Life Insurance Company. Outside of his advisor role, he is also an independent insurance agent offering risk products to clients. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Michael Smelser is the Market Leader for the Oregon and Idaho markets at Fidelity Investments, a role he has held since 2021. In this capacity, he oversees market operations and works to deliver a comprehensive financial planning experience. His career in financial services spans over two decades, beginning as a Senior Financial Planner at Wunch Financial Services in 1998. He has held various roles including Financial Consultant positions at Charles Schwab and RBC Dain Rauscher, and multiple leadership positions at Fidelity Investments, progressing from Investment Representative to Vice President and Branch Leader prior to his current role. Further details about his education, credentials, and personal interests are not provided.

Robert Kays is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and Kms Financial Services for 27 years. He is also involved with Risk Management Insurance Services, an insurance agency he has been associated with since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Skylar Koon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses, and has 16 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial from 2012 to 2019. Outside of his advisory role, he owns Skyberdyne Systems, LLC, an entity used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment managers.

Kevin Marshall is a financial advisor with Osaic Wealth, Inc. in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside his advisory work, he owns several business entities, including Complete401K, which focuses on 401(k) plan services. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of asset types, and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Eric Holm is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Additionally, he has been associated with Entex Information Services since 1995. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Joshua Stevens is a financial advisor with Merrill Lynch Wealth Management, based in the Lake Oswego area. Prior to his career in finance, he spent five years working as a firefighter and EMT in Southern Oregon, fulfilling a commitment to community service that continues in his current role. Joshua specializes in helping individuals and families simplify their financial lives through goals-based planning, with a particular focus on retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which supports his expertise in retirement strategy. He also carries the Personal Investment Advisor (PIA) designation. Joshua earned an Associate's Degree from Rogue Community College and completed his high school education at Grants Pass High School. Outside of his professional work, Joshua enjoys fishing, following the Portland Trail Blazers, collecting sports cards, and spending time in his hometown of Grants Pass, Oregon. He is affiliated with the Oregon Department of Fish and Wildlife.

Traci Miller is a Series 66-licensed financial advisor with UBS Financial Services in Beaverton, Oregon, bringing four years of industry experience. Prior to joining UBS in 2021, she worked for Peregrine Sports LLC, associated with the Portland Timbers, from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities, offering comprehensive financial planning and portfolio management solutions.

Kimila Setzer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and previously at K Investment Management, Inc. from 2000 to 2017. Outside of advising, she is an author of fictional books. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money managers.

Brian Holmes is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Morgan Stanley in 2026, he worked with ADP Broker Dealer Inc. and ADP, accumulating a total of 17 years in related roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations as part of its standalone planning services.

Tanner Cavaille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Cetera, Crown Capital Securities LP, and New York Life, as well as a 13-year tenure at Sprint prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and consulting services, with access to multiple program structures and custodial relationships, managing over $256 billion in assets.

Emily Aley is a financial advisor with RBC Capital Markets in Lake Oswego, OR, holding a Series 66 designation and 20 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she serves on the board of directors for the American Lung Association in Oregon. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients' Advisory Risk Profiles and utilizing both in-house and third-party investment resources.

Lillian Berry is a financial advisor with Fidelity in Portland, OR, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she has held various roles including independent contractor dog sitting. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction.

Ronnie Cobb is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.