Lori Oekerman is a Series 66 licensed financial advisor with Edward Jones in Portland, OR, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Albright is a financial advisor with Edward Jones in Portland, OR, holding CFP®, ChFC®, and Series 63 designations. He has 22 years of industry experience, including 23 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Boelsterli is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 designations with three years of industry experience. Prior to joining Edward Jones, he worked at Fisher Investments and Vita Solutions. 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 strategies and affiliated investment products, operating under a fiduciary standard.