Clackamas, OR SE Sunnybrook Blvd Office

Stephanie Hammond is a financial advisor at LPL Financial based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management strategies.

Jau Der Tsai is a financial advisor with LPL Financial based in Clackamas, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. 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 and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, OR, with five years of industry experience and a Series 66 designation. His work history includes roles at Financial Advocates Investment Management and Merrill Lynch. He has also worked outside finance, including positions at Darden (Olive Garden) and Conversa Spain. 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 with both discretionary and non-discretionary management options.

John Olson is a financial advisor at LPL Financial in Clackamas, OR, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and NBC Securities. Outside of his advisory role, he is involved with Supercats Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management strategies.

Brittany Amarillas is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Edward Jones for six years and Chase Bank for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Ariella Jochai is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 designation and eight years of industry experience, including two years as an advisor. She previously worked at Lake Oswego Hunt and was self-employed. Jochai also serves as a notary in Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management options.

Matthew Russell is a Certified Financial Planner® with 22 years of industry experience. He is currently affiliated with LPL Financial and On Course Wealth Advisors, having previously worked at CUSO Financial Services, LP and Advantis Credit Union. Russell is involved with On Course Wealth Advisors LLC, an entity related to his LPL business. 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 advisers. The firm offers a variety of advisory programs and financial services, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Stephen Wilmot is a CFP®-designated financial advisor with LPL Financial in Clackamas, Oregon, bringing 41 years of industry experience. He has been associated with Seasons Financial Group and LPL Financial since 2002. Outside of advising, Wilmot serves as a tour host and is a board member of Western Seminary, a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and is currently affiliated with On Course Wealth Advisors. Fox serves as a board member for the Willamette Valley Country Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL and third-party sources.

Sharon Baggs is a financial advisor with LPL Financial in Clackamas, OR. She holds a Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.