William Broughton is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Art Gamblin Motors and served at Lewis and Clark College and Enumclaw Senior High School. Outside of her advisory role, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisers, supported by various operational and research tools.

Rocky Norris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 42 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Wells Fargo Clearing, Citigroup Global Markets, and RBC Capital Markets. Outside of advising, he is a business owner involved in buying and selling coins on eBay. 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.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.

Holly Mc Neil is a CFP®-designated financial advisor at Edward Jones with 17 years of industry experience, all of which have been with the firm since 2009. She holds the Series 66 license and is based in Tigard, Oregon. Outside of her advisory role, she is involved as a landlord in King City, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kurt Williams is a financial advisor with Cetera, holding a Series 66 designation and bringing 41 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Cornerstone Tax Service and Financial Planning, which provides tax preparation, payroll, and accounting services. Outside of his advisory work, he is also an Airbnb host. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform and multiple program structures.

Nicholas Cutter is a Series 66-licensed financial advisor with Edward Jones in Canby, Oregon, and has one year of industry experience. Before joining Edward Jones, he held positions at Costco, Beacon Hill Staffing Group, Cell Staff, and in roles related to athletics sales and hospitality. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Devon Pilney is a financial professional at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was affiliated with Securian Financial Services and Minnesota Life Insurance for 11 years and has been involved with North Star Consultants since 2012. Outside of his advisory role, he is an agent/broker involved in fixed insurance sales and works as a financial professional for North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.