Cameron Sippel is a Series 66-licensed financial advisor with LPL Financial, based in Tualatin, Oregon. He has been with LPL Financial since 2025 and has prior experience with Titan Financial Associates, Lewis and Clark Bank, Western Alliance Bank, and other firms across various roles. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Krystan Resch is a financial advisor at Wells Fargo Advisors in Portland, OR, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Resch worked at ZoomInfo for nine years. Resch also owns and operates Bloom Revenue, LLC, a separate business venture. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Emanuel Grad is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Ameriprise Financial Advisors, Phillips & Company, and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and customized strategies, supported by extensive technology tools and a broad platform of financial products.

Jason Nguyen is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he works as a delivery driver for Uber Eats on a part-time basis. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Ramsey is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, she worked at California Polytechnic State University San Luis Obispo and UC Berkeley. 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, pension plans, corporations, and charitable organizations.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Diego Fratus is a financial advisor with Wells Fargo Clearing in Corvallis, OR. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2023. His prior experience includes roles in education and retail. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Clark is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Edward Jones. Outside of his advisory role, Clark is involved in coaching youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association. 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 services delivered through a broad network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Sheldon Ren is a CFP® professional with 22 years of industry experience. He has been with LPL Financial since 2008. His activities include involvement with Grand Ridge Capital LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

Crystal Learfield is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Benjamin Waibel is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at Osaic since 2023 and previously spent 13 years at SagePoint Financial. Outside of his advisory work, he is the owner of Forest Hills Wealth, LLC, an entity established for office expenses and payroll. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alice Hayhurst is a financial advisor with Fidelity Investments based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Fidelity since 2010, including a seven-year tenure at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she works, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across a range of investment vehicles.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including 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 that supports a range of investment strategies and program structures.

Jonathan Thomson is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Edward Jones in Vancouver, WA, having previously worked at First Pacific Financial, U.S. Bancorp Investments, and Ameriprise Financial Services. Outside of finance, he performs as a cellist with the Vancouver Symphony and other freelance groups, and he teaches cello. Edward Jones serves both individual and institutional clients with a comprehensive wealth management offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of advisors and branches.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Nakao is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Prior to that, his professional experience includes roles at MSC Industrial Supply Company and Walgreens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support its diversification-based investment approach.

Miyoko Segawa is a financial advisor at LPL Financial in Clackamas, OR, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and has been with LPL Financial for 24 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.