Nathan Schorsch is the sole advisor at Head to Toe Financial Planning in Hillsboro, OR. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior firms include Ares Financial Consulting LLC and Watershed Wealth Planning. Head to Toe Financial Planning serves individuals, high-net-worth clients, and employer plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm uses a fee-only, independent model and employs an investment approach that incorporates Modern Portfolio Theory with a combination of passive and active investment vehicles. It also offers educational seminars on personal finance topics and provides fiduciary retirement-plan consulting under ERISA.

Warren Vanotterloo is a financial advisor at Acentrus Financial Partners LLC with 9 years of industry experience. He has been with Acentrus since 2015 and holds Series 63 and Series 65 designations. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, utilizing proprietary model portfolios that integrate macroeconomic analysis, quantitative screening, and traditional investment tools. The firm offers discretionary account management and employs advanced trading strategies, including option writing and short sales.

Michael Remmerde is a financial advisor at Acentrus Financial Partners LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Acentrus since 2014. Prior to joining Acentrus, he was an engineer at Intel Corporation for 17 years. Outside of his advisory role, he continues to work as a semiconductor design engineer at Intel. Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients. The firm employs proprietary model portfolios combined to meet client objectives, emphasizing macroeconomic analysis, quantitative screening, and a mix of traditional investment tools.

Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.

Nathan Bauer is a financial advisor at PACE Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, Financial Advocates Investment Management, and LPL Financial. Bauer is also licensed as an independent insurance agent, selling and servicing insurance contracts. PACE Financial Advisors serves a range of clients including individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm utilizes diversified portfolio allocations across multiple asset classes and employs both long- and short-term investment strategies.

Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.

Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.

Jeffrey Eischen is a financial advisor at PACE Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory work, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and provides discretionary monitoring and periodic reviews tailored to clients’ needs.

Jeremiah Eischen is a financial advisor at PACE Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at PACE Financial Advisors since 2021. Outside of his financial advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and businesses. The firm offers discretionary wealth management and financial planning, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, REITs, and options strategies.

Kevin Richman is an advisor at C2 Private Wealth with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked at Column Software Inc. for five years, the Organization of Economic Coordination and Development for three years, and the General Services Administration for two years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines financial planning, discretionary portfolio management, insurance implementation, and tax and estate coordination, using risk-and-scenario analysis to align investment decisions with clients' retirement objectives.

Kevin Mellinger is a financial advisor at PACE Financial Advisors with two years of industry experience. He holds a Series 65 designation and has worked at firms including NW4S, Inc. and Pioneer Natural Resources. Outside of his advisory role, he is the owner and Vice President of Operations and Production at NW4S, Inc., a manufacturing business in Tualatin, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and maintains wealth management relationships that typically involve ongoing monitoring and periodic reviews.

Erik Dante is a financial advisor with PACE Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, he is a member of Dante Construction LLC, where he acts as a general contractor and laborer in residential construction projects. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning services, utilizing diversified portfolios and tailored investment strategies.

Jason Mitchell is a Series 65-licensed financial advisor at PACE Financial Advisors with one year of industry experience. Before joining PACE Financial Advisors in 2026, he worked at Lam Research and Tektronix. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning, using diversified portfolios with a range of asset classes and investment strategies tailored to client needs.

Zachary Moore is a financial advisor at PACE Financial Advisors with a Series 65 credential and three years of industry experience. Before joining the firm, he served in law enforcement for seven years in the cities of Redmond and Tucson. PACE Financial Advisors is an SEC-registered firm that serves individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies and maintains discretionary client relationships with ongoing monitoring and reviews.

Vivian Lopez is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She previously spent 27 years at Gaia Capital Management Inc. Outside of finance, she holds the position of Vice President and Secretary at Divine Drywall Incorporated, where she is involved in bookkeeping and business operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its substantial institutional work and use of various analytical and third-party tools.

Brent Lince is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with CGN Advisors, LLC since 2012. Outside of his advisory role, he serves as a volunteer elder on the board of Harvest Community Church and was its Treasurer in 2021-22. CGN Advisors provides comprehensive financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Sammie Guajardo is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet since 2024. Prior to joining Facet, Guajardo worked at LPL Financial and Financial Freedom Wealth Management Group, LLC from 2020 to 2024. Before entering the financial industry, Guajardo held positions at Topgolf and Dave & Buster's. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, using technology-driven processes and model-based asset allocations focused on ETFs. The firm serves both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Philip Eickhoff is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Iter-Silva Financial Group and SUMMIT KAI-ZEN FiNANCIAL. He also owns a sole proprietorship providing life insurance and annuity sales and brokerage services specializing in settlement planning for attorneys and their clients. IAMS Wealth Management offers investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party model portfolios and integrates a broad range of investment instruments alongside operational practices like AI research tools.

Edward Hassan is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMORGAN Securities LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michelle Drewry is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Iron Horse Financial Group. In addition to her advisory role, she provides personal support services to disabled family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Luke Gorman is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and Portland State University. Outside of finance, he teaches private clarinet lessons at Beacock Music and Education Center. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, brokerage, and insurance products. The firm emphasizes client-directed model selection while providing ongoing monitoring and access to third-party discretionary managers.

Thomas Mc Meekan is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 credentials. He has 13 years of industry experience, including roles at Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Alexander Litwora is a financial advisor with Principal Financial Services in Forest Grove, OR. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, all with Principal Securities, Inc. and Principal Life Insurance Company since 2016. He serves as a Board Member at Large for the Western Pension & Benefits Council, an organization focused on education for pension and health and welfare specialists. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Belinda Petshow is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she performs clerical work for Dean Petshow Construction, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Sarah Hargis is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she works as a server at McMenamins Grand Lodge in Forest Grove, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Peterson is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and Dragon's Keep. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services on a fiduciary basis.

Alexa Jossi is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. Prior to joining LPL Financial, she was associated with Wauna Federal Credit Union and Belinda Petshow Investment Services. Alexa also spent several years as a stay-at-home mom before beginning her advisory career. 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, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Gabriel Miller is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at PEMCO Mutual Insurance Company from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Angela Davis is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2016 and serves as a logistics officer in the Oregon Army National Guard. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning options through a multi-manager platform.

Gregory Nicholson is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where he has worked since 2011. He has 14 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Wendy Pace is a financial advisor at UBS Financial Services with 34 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew Simon is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Darren Williams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 23 years and Quick & Reilly, Inc. for one year. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through Investment Adviser Representatives, utilizing a combination of firm-offered programs and third-party asset managers.

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.

Sang Yoo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing nine years of industry experience. He has worked at Equitable Advisors since 2016 and is also involved with YMJ Group LLC since 2015. Outside of his advisory roles, Yoo volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance program in the Portland and Beaverton, Oregon areas. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a range of advisory models often implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Nicholas Green is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and KMS Financial Services. His advisory work focuses on managing mutual fund investments for pre-retired and retired clients, with regular portfolio assessments and performance evaluations. OSAIC serves a diverse clientele comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and tools, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Sharon Olmstead is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. She serves as Treasurer for the Rotary Club of Forest Grove, handling financial reporting and coordination. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed solutions, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Emma Ware is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at Heritage Wealth Strategies, Heritage Bank, Softball University, Home Depot, Pacific Lutheran University, and Glencoe High School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves 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 large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Bassam Tarazi is a financial advisor at Edward Jones in Forest Grove, OR, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, he was the sole owner of Colipera LLC, a consulting business focused on executive coaching and occasional public speaking. He also maintains a blog on personal development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Andrew Eggert is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at CUSO Financial Services, J.P. Morgan Securities, and Bank of the West. Outside of his advisory duties, he serves as Vice President on the charitable board of the Oregon Children's Theatre Company and is owner of two private businesses focused on property management. 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 employs research and analytics to support diversified portfolio construction and offers both brokerage and advisory solutions.

Erica Heider is a financial advisor at Edward Jones with over 23 years of experience at the firm. She holds a Series 66 designation and is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of advisors and branch offices across the United States.

Grant Anthony is a financial advisor with LPL Financial based in Hillsboro, OR. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Chicago Capital Funds and held various roles outside the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Laura Holcombe is a financial advisor with OSAIC Wealth, Inc., holding CFP® and Series 66 designations and bringing 23 years of industry experience. She has worked at Resource Investment Advisory and Resource Insurance Services since 2002, and has been with OSAIC Wealth since 2023. Holcombe also teaches financial management courses at Portland Community College. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment vehicles.

Christopher Recek is a CFP® professional with 10 years of experience and has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Forest Grove, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Recek is a financial advisor with Edward Jones in Forest Grove, OR, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he has conducted online sales through eBay and PayPal. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors. The firm offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary funds, operating under a fiduciary standard.

William Barton is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior experience supporting clients at Forest Hills Wealth LLC. Outside of advisory work, he has held roles in education and the food service industry. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Ilya Yusufov is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Ameritrade and Scottrade before returning to Edward Jones in 2023. Outside of his advisory role, he has served as a test site engineer for ExamSoft. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, operating under a fiduciary standard and managing over $1 trillion in assets.

Laurel Luciani is a financial advisor with UBS Financial Services in Forest Grove, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Werner James is a financial advisor with Edward Jones in Hillsboro, OR. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 22 years of industry experience. James has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.