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.

Rolf Veenstra is a CFP® licensed financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Dutch Bros. Coffee, Kalispell Golf and Country Club, and George Fox University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income and tax-aware withdrawal strategies.

Matthew Lang is a financial advisor at UBS Financial Services in Portland, OR, holding the Series 66 designation. He joined UBS in 2026 following nine years of full-time education and three years of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kyle Harris is a financial advisor at LPL Financial in Portland, OR, with two years of industry experience. He holds a Series 66 designation and has worked in both advisory and non-advisory roles, including employment as a barista at Black Rock Coffee Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services with access to model portfolios, research, and a variety of investment strategies.

Forrest Strickland Jr. is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2020. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Porter, Evoke Management, and the Beaverton School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Jakob Von Diaz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that pursue their financial goals across short-, mid-, and long-term horizons. He provides resources and guidance on a range of services, including investing, retirement planning, and managing unexpected financial needs. He also facilitates access to specialists at Bank of America for banking, credit, home financing, and small business solutions. Jakob's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from ST Joseph School and an Associate's Degree from Clark College. Jakob speaks English and Tagalog (Filipino). Outside of his professional work, his personal interests include basketball, running, and traveling.

Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cassidy McLemore Tavares is a Financial Consultant at Fidelity Investments. In this role, Cassidy partners with clients to help them establish the foundation of their financial plans by utilizing research and tools provided by Fidelity. Cassidy focuses on educating clients to make informed decisions regarding strategies aimed at achieving their desired lifestyles. Before becoming a Financial Consultant, Cassidy held positions as an Investment Consultant and Planning Consultant at Fidelity Investments. Prior to working at Fidelity, Cassidy gained experience as a Banker at Oregonian Credit Union from 2021 to 2022.

Justin Lippincott is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Morgan Stanley, UBS Financial, and Bank of America. Based in Lake Oswego, OR, he joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Braden Balocan is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, and he has been involved with Finity Group, LLC for over a decade, where he also acts as an independent insurance agent. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering tools such as model portfolios and research from LPL Research and third-party subadvisors.

Garrett Williams is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, U.S. Bancorp Investments, and JP Morgan Securities. Outside of finance, he operates a wedding and special events DJ business and has served on the board of the Journey Theater Arts Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using both affiliated and third-party managers, supporting various program structures and custodial relationships.

Marie Selby is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan and First Republic entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Adrian Neal is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Colleen Lenard, Waddell & Reed, and various insurance carriers. Outside of his advisory work, Adrian coaches with Runner2Runner. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad range of financial planning, advisory programs, and retirement plan consulting. The firm offers discretionary and non-discretionary management using model portfolios, research, and technology-driven strategies.

Steven Aldrink is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Eric Ingmire is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. He is also an Associate Financial Advisor with Bridge City Advisors, an Ameriprise Private Wealth Advisory Practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lindsay Krivosha is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Baird in 2017, she worked at RBC Capital Markets from 2009 to 2017. She serves as Treasurer for the Women for Children Chapter of the Doernbecher Children's Hospital Foundation. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology tools.

Kasey Closs is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the CFP® and ChFC® designations and previously worked at MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Advisors. In addition to her advisory role, she is employed part-time at Westview High School in Portland, Oregon, in a sport and fitness capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides model-based solutions and proprietary strategies while maintaining multiple custody and platform options tailored to client objectives.

Lacie Walker is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and previously held positions at Columbia Bank from 2014 to 2018. Outside of her advisory role, she is a business owner of T.A.W. Transport, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.