Savannah Bell Hawkins Montiel

Michelle Luce is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, CUNA Mutual Group, Great Northwest Federal Credit Union, and Cuna Brokerage Services, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage approximately $3.33 billion for around 14,700 clients.

Rachel French is a Series 66-registered financial advisor with Thrivent Investment Management, where she has worked since 2019. She has five years of industry experience, including prior service in the United States Coast Guard. French serves as secretary for 100 Women of Clatsop County, a local organization that supports nonprofits through pooled donations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without asset management or implementation services.

Jamey Hendricks is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked for Darreld Hutchins, CFP Wealth Management from 2015 to 2022. He is also the owner of Fiscal Fitness by Jamey Rae, a financial planning and advisory business based in Astoria, Oregon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports a broad client base, including high-net-worth individuals and organizations.

Lisa Wise is a financial advisor with Wells Fargo Clearing in Hillsboro, OR. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Miller is a Series 66-credentialed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Mark Hedeen is a financial advisor with Raymond James Financial in Astoria, OR, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Raymond James Financial Services since 1991 and has served as a power of attorney and personal representative since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through a broad range of advisory programs.