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.

Patrick Eghlidi is a financial advisor at Calton & Associates, Inc. in Newburg, OR, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates since 2019. Prior to his current role, he was with Mac Eghlidi Insurance and Chartwell Financial Advisory, Inc. He is also a licensed insurance producer, connecting clients with life and long-term care insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance.

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.

Jason Stewart is a financial advisor at Independent Solutions Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Blackridge Asset Management, LLC and Peak Brokerage Services, LLC. Outside of his advisory role, Stewart owns and operates HealthcarePDX.com, a health insurance consulting and sales business. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs a strategic asset allocation and manager selection process across diversified risk profiles.

Steve Johnson is a CFP® with 41 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1982. He also has a long-standing affiliation with Penn Mutual Life Insurance Company. Outside of his advisory work, Johnson owns a commercial fishing business and serves as a board member of the Pacific City Dorymens Association, a charitable organization. Hornor, Townsend & Kent provides financial advisory and broker-dealer services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored financial planning and investment strategies through a combination of in-house and third-party asset managers.

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.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Strategists, Axiom Wealth Strategies, and Crown Wealth Management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and due diligence of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated financial entities.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

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.

Malissa Reints is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is temporarily renting a room in her home to a fellow Edward Jones advisor and friend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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.

Jennifer Blake is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with various insurance carriers since 2001. Outside of financial advising, she is involved in agriculture as a farm owner and serves on the boards of the Yamhill County 4-H Advisory Council and the Oregon Pork Producers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

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.