Brian Wheeler is a financial advisor at Edward Jones in Beaverton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Edward Jones since 2001. Outside of advising, Wheeler serves as a benefit auctioneer for schools, churches, and civic organizations through Wheeler Auction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Edward Lebold is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has been with MML Investor Services, LLC since 1991 and with MassMutual Life Insurance Company since 1987. Outside of his advisor role, he is involved in several insurance-related businesses, including ownership and sales positions in Portland Financial Group and Boldly Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs, structuring relationships as annual, collaborative engagements that include detailed client analysis and written recommendations.

Conrad Pearson is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and previously at Sagepoint Financial, LPL Financial, and SII Investments, as well as operating his own firm, Pearson Financial Group, since 1989. Pearson is also the founder of the God of Abraham Foundation, a nonprofit organization aimed at encouraging young people to "love your neighbor as yourself." Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio construction tools and supports multiple platform programs and managed-account solutions.

Lindsay Cimina is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial and Columbia Associates Financial Group. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover 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.

Annette Kendall is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company, LLC before joining Morgan Stanley in 2023. Kendall serves as Board Secretary and is a member of the Campaign Cabinet for Willamette Falls Trust, a nonprofit focused on art, culture, environmental, and land preservation efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and modeling techniques.

David Young is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of DAVID E YOUNG LLC dba Justo Tax, an income tax preparation and accounting business he has operated since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party money managers, and a range of program structures across multiple custodial relationships.

Jessica Christiansen is a financial advisor with OSAIC based in Portland, OR. She holds a ChFC® designation and Series 63 license, and has 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Kms Financial Services, Inc. Christiansen is involved in insurance sales, primarily life insurance, and serves as trustee for a family living trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Victoria Sukhoy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and concurrently with Wells Fargo Bank, N.A. since 2008. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party analytics.

Robert Katsuno is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Katsuno serves on the Board of Directors for CDM Services and is involved in writing and performing plays and storytelling events. Ameriprise offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Katsuno.

John Olson is a financial advisor at LPL Financial in Clackamas, OR, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and NBC Securities. Outside of his advisory role, he is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management strategies.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.

John Scollo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Charles Schwab, where he has worked since 2021 following prior roles at TD Ameritrade, Facet Wealth, and E*TRADE Capital Management. Outside of advisory work, he holds mineral rights in Colorado as a passive lessor. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a centralized operational structure.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.

Lance Steinberg is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining LPL Financial in 2017. Steinberg also manages Northwest Robo Advisors, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by extensive research and technology applications.

Cameron Sippel is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at Lewis and Clark Bank and Western Alliance Bank, among other positions in the financial and corporate sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

David Pierce is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Moss Adams, Aspen Capital, and the University of Portland prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Outside of advisory work, Resch owns and operates Bloom Revenue, LLC, an independent business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools, offering a broad range of specialized planning options.

Emanuel Grad is a financial advisor with LPL Financial based in Tualatin, Oregon, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at LPL Financial since 2010, with a break from 2017 to 2024 during which he was employed at Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.