Gregory Neff is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that delivers model-based investment strategies supported by third-party asset managers and custodial services.

Justin Buell is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing since 2016 and briefly at Worldview Wealth Advisors in 2007. Outside of his advisory role, Buell is involved in health and wellness through a personal training business he co-owns and serves as president of two homeowners associations in Portland, Oregon. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with a broad range of planning needs, including specialized services for business owners and individuals with unique financial situations.

Kasha Mclemore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Beaverton, Oregon, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been with Raymond James and First Tech Federal Credit Union since 2012. Outside of her advisory work, she is employed as a financial advisor with Addison Avenue Investment Services, providing financial advice to its members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Kenneth Miller is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following seven years at UBS Financial Services. He is based in Portland, OR. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Douglas Moshofsky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously at Citigroup Global Markets. Outside of his advisory role, he serves as a study group leader for Kingdom Advisors and is a managing partner in his family investment partnership and a real estate-focused LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm offers a range of services supported by advanced planning tools and a structured discovery process.

Stephen Gulley is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 14 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory work, he serves as Vice Chairman of the Board at Friendsview Retirement Community and holds board roles with Providence Newberg Health Foundation and Newberg Friends Church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around annual, collaborative planning engagements.

Gary Buczkowski is a CFP® with 29 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. He owns Cascade Wealth Advisors, LLC, an investment advisory business, and serves on the Finance Council board. Additionally, he provides pro bono financial planning through the Foundation For Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and tax-aware withdrawal strategies.

John Andrea is a Series 66-licensed financial advisor at Thrivent Investment Management with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns an LLC that manages a vacation home in Oregon, which is rented on a weekly basis when not in use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and management as separate services.

Ross Eng is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Raymond James & Associates since 2017. 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, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by comprehensive research and multiple portfolio management styles.

Joseph Regan is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a referee for the Portland Basketball Officials Association, officiating high school basketball games. 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 offers both brokerage and advisory solutions supported by in-house research and third-party analysis.

Neil Zellick is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Wells Fargo bank, Cetera Investment Services, Banc of America Investment Services, and Morgan Stanley DW Inc. 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 combines research-driven insights with a broad range of brokerage and advisory solutions.

Connor Leahy is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has been with Baird since 2019, following two years at Perlo Construction. Outside of his advisory role, Leahy serves as an athletics coach at Jesuit High School in Portland, Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Kenneth Turpin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Raymond James since 2015 and was previously associated with Zivney Financial Group. Outside of his primary role, he is involved as a financial advisor with Ollerenshaw Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a broad network.

Rachael Alphonso is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served as an Investment Consultant with the same firm from 2023 to 2026. Her professional background includes positions in financial services and leadership roles at First Tech Federal Credit Union from 2014 to 2019, as well as experience at Greater Nevada Credit Union from 2013 to 2014. Rachael holds a California Insurance License, supporting her expertise in financial planning and client advisory services. She is committed to building strong client relationships and providing personalized financial strategies that help clients protect and grow their portfolios. Outside of her professional life, Rachael enjoys camping, cooking and baking, family activities, gardening, motorcycles, and spending time with pets.

Sean Hillis is a CFP® professional affiliated with Edward Jones, with 14 years of industry experience. He has worked at Edward Jones in two periods, most recently since 2026, and has prior experience at Key Investment Services and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyle Shick is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Randall Massey is a financial advisor at OSAIC Wealth, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Lincoln Financial Advisors and Lincoln Financial Distributors. Massey is also involved in managing a DBA called Horizon Line Wealth Management, which is not yet publicly marketed. OSAIC Wealth serves a diverse group of retail and institutional clients, offering brokerage and advisory services across multiple investment programs and financial planning solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad array of strategies and client preferences.

Stuart Munro is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Anshu Thakur is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including VOYA Financial Advisors and Weststar Financial Group, where he is a managing partner. Thakur is also involved in other business activities, including ownership of a holding company, ACT 5 LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program structures and investment options.

Ashley Hartley is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America and Portland Community College. Hartley serves as a board member and director of coaches for South Beaverton Youth Cheer. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.