Fred Freimark III is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with CPR Financial Group and CPR Investments Inc. since 2016. In addition to his advisory role, he spends part of his time as a licensed insurance agent involved in insurance services and product sales. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm constructs multi-manager portfolios using in-house tactical models alongside third-party sub-advisors, focusing on defensive positioning and managing accounts on a discretionary basis.

Luke Auxier is a financial advisor at Auxier Asset Management with a Series 65 designation and three years of industry experience. He has also worked at Deloitte and Touche for seven years and was employed at Oregon State University for three years prior to his current role. Auxier Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as investment companies, pension plans, trusts, and other entities. The firm follows a value-oriented investment approach based on fundamental financial analysis and offers retirement capital analysis alongside portfolio management.

After a long career in tech, I hit my retirement number. I was ready for something different, but I didn’t want a typical retirement. In 2024, I decided I’d rather spend the last third of my life doing something more personally meaningful and human-focused: helping people make smart, confident financial decisions. I’d done it for years with co-workers, friends, and family. It was a logical next step. Before Prospero Wealth, I spent 25 years in tech. I worked for Fortune 500 companies like Dell, as well as smaller startups. Most notably, I spent 19 years at F5. Along the way, I earned a double major in Finance and Economics from the University of Oregon (go Ducks!) and an MBA from the MIT Sloan School of Management. I enjoyed my career in tech. It brought some success. I think I was good at it. But as the years went by, I had a nagging feeling it wasn’t what I was truly wired to do. In October 2022, I spent a long weekend with a career coach who helped confirm what I already knew: my tech career was no longer personally fulfilling. After some soul-searching, I wrote a values statement: I’m happiest when I research, analyze, and think strategically through challenges and opportunities to counsel and encourage others. That was the spark I needed to begin a two-year process of unwinding from tech, retiring early, and pursuing a second-act career. Shrewd investing helped me reach financial independence, giving me the freedom to pivot. These days, I work because I love it. The world is a hard place, and encouragement is essential to what I do. I’m happiest when I’m encouraging others. I spent 30 years earning, saving, investing, making mistakes, learning from them, navigating market crashes, and putting three kids through college. So I know firsthand how overwhelming finances can be. I’d love to help you! Rather than build a practice from scratch, I joined Prospero Wealth, a Seattle-based firm of likeminded peers who all came from the tech industry. Although I operate effectively as a solo practitioner with my own clients, I am registered under Prospero Wealth. This brought me into a small team of advisors with deep experience serving the unique needs of tech employees. We collaborate closely, share ideas, learn from each other, and laugh a lot.

Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.

Brian Keswick is a financial advisor with ON Investment Management Company in Wilsonville, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2008. Outside of his advisory role, Keswick serves as an assistant coach for a high school baseball team. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, often utilizing third-party investment programs.

Sandie Rodda is a financial advisor with Zacks Investment Management, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Morningstar Investment Management LLC, Allianz Life Insurance Company of North America, and Invesco Distributors, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and sponsors multiple wrap-fee and unified managed account programs.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, B. Riley Wealth Advisors, and Brookstreet Securities. Outside of advising, he is the CEO and owner of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee work. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a turnkey asset management program featuring both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Kirsten Schlumbohm is an investment advisor at Prosperity Capital Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tucker Advisors, and Fidelity and Guaranty. She also serves as Vice President of Business Development at C2P Enterprises, LLC, where she manages relationships and writes financial plans. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, and institutional clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of advisory and sub-advisory services.

Dawn Torres Gale is a CFP®, ChFC®, and Series 65-licensed advisor with four years of industry experience. She is currently with Plancorp, LLC and has previously worked at Compass Planning Associates, Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp, LLC provides wealth management, financial planning, and pension consulting services to individuals, business owners, trustees, charitable organizations, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process supported by documented Investment Policy Statements and offers both discretionary and non-discretionary management, along with in-house tax preparation and cash management solutions.

Itzel Lopez Hernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2022. Outside of her advisory role, she works as a sales associate in clothing retail at Banana Republic during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from KeyCorp affiliates and third-party managers, with a focus on non-discretionary asset management and multiple wrap programs.

Michael Denbo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as involvement with Black Bronze Media LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services while serving a large participant base relative to its advisor headcount.

Caiden Cockrell is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Key Investment Services, he had a brief tenure at Morgan Stanley and experience in various other roles including work at Oregon State University and Schilter Family Farms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options, integrating services from KeyCorp affiliates to support investment strategies and risk management.

Sarah Tufts is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Crown Capital Securities, LP for 19 years. Tufts also operates Tufts Wealth Management, a non-investment-related DBA for branding purposes in Wilsonville, Oregon. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary account arrangements.

Kylee Williams is a financial advisor with Edward Jones in Silverton, OR, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 14 years at Silverton Hospital. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Dylan Plaster is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Northwestern Mutual, and Prospect Home Finance. Outside of finance, he has experience working with USA Cinema Services LLC and Red O Taste of Mexico. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, Oregon, holding Series 63 and Series 65 registrations and 27 years of industry experience. Before joining LPL Financial in 2010, he worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, Klein manages the financial affairs of a family member who is a minor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Peterson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Umpqua Bank for nine years before joining Edward Jones. Peterson owns a rental property in Milwaukie, Oregon, which is managed by a property management company. 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 through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Charles Davee is a CFP® professional with 26 years of experience in financial advisory services. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Valic Financial Advisors, and AmSouth Asset Management, Inc. Davee operates Oregon Trail Investment Services as part of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party investment strategies supported by advanced advisor tools.

Stephanie Ring is a financial advisor with LPL Financial in Silverton, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, she operates a DBA named Roberts, Ring & Fischer Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging advanced advisor tools while overseeing over $819 billion in discretionary assets.