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 at OSAIC with the ChFC® designation and over 55 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. He is the owner of Pacific Cascades Financial Group, where he sells life, health, and long-term care insurance and manages agents. Knisley also serves as Treasurer and board member of Reclaiming Hope Ranch, a nonprofit horse ranch supporting children with foster care and adoption backgrounds. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party management solutions to construct diversified portfolios tailored to client risk profiles.

Richard Curry Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves in advisory roles for various registered investment companies.

Daniel Hayes is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to provide clarity and direction on their financial journeys, aiming to empower them to pursue their goals. He leverages Fidelity's extensive resources and partnerships to offer education, investment guidance, and build long-lasting relationships. Daniel's professional experience includes previous roles at Fidelity Investments as a Financial Consultant from 2022 to 2024. Prior to that, he served as a Wealth Advisor at M25 Advisors from 2021 to 2022, and held positions at Thrivent Financial as Regional Development Director from 2018 to 2021 and Financial Representative from 2015 to 2018. He holds a California Insurance License.

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.

Alfonso Santos Amaya IV is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and USBank. 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, and charitable organizations.

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-credentialed financial advisor with Merrill, based in Lake Oswego, OR, and has 12 years of experience at Merrill. She has a total of 8 years in the industry. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Richard Pogue is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including prior work with Global Retirement Partners. Outside of his advisory role, he is involved in a vintage automobile hobby business, trading automobile literature and parts. LPL Financial serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Leslie Warren is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2021, Warren worked at Raymond James Financial Services and Allianz Life of North America, among other firms. Outside of advisory work, Warren is involved with Manao Wealth Strategies, LLC and holds a notary commission. 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, financial planning services, and retirement consulting, supported by proprietary and third-party research and strategies.

Ryan Bright is a financial advisor with Ameriprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. Before Ameriprise, he worked at ROI Financial Advisors, LLC and held roles at Oregon State University and The Downward Dog. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Gilkey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Prior to joining Raymond James in 2022, she spent 17 years with D.A. Davidson & Co. In addition to her advisory work, she serves as a Client Service Manager at Anderson Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and emphasizes municipal and public-finance expertise uncommon among large institutional firms.

Robert Caldwell is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Price Financial Group and Wealth Management, Inc. Caldwell also engages in insurance and annuity sales through Asset Preservation Wealth and Tax in Lake Oswego, Oregon. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative approach to deliver written recommendations tailored to client goals.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America N.A., Merrill, and China Citic Bank International Limited. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Patrick Schmitt is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Schmitt is a co-owner of Schmitt & Smith, LLC, an investment-related business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has worked since 2016. Outside of her advisory role, she is involved in managing vacation rental properties jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment vehicles and bank deposit sweep options within its offerings.

Irini Housiadas is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. She worked for Crown Capital Securities, LP for 10 years prior to joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Fenton is a financial advisor with LPL Financial based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with Securities America Advisors and SII Investments, Inc. He is also the owner of Eric P. Fenton, Inc., a non-investment related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.