Andrew Glassner is a financial advisor with Osaic Wealth, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors for nearly two decades before joining Osaic Wealth in 2025. Glassner is also an agent for fixed and indexed annuities. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to deliver integrated investment solutions.

Marissa Murray is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. Outside of her advisory work, she owns and operates an Etsy shop called Whammo Gammo, where she creates and sells goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

David Artmann is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes 14 years at Arcadia Investment Corporation and roles at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting a range of investment strategies and program structures.

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.

Kim Dexter is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, Dexter worked at Waddell & Reed Inc. and various insurance carriers. Outside of the financial sector, Dexter is a co-owner of a painting business in Portland, OR. 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 diverse range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Nathan Jones is a Series 66-registered financial advisor with Thrivent Investment Management in Portland, OR, with seven years of industry experience. Prior to his current role, he worked for Portland Parks and Recreation for two years. Outside of his advisory work, Jones is co-owner of a seasonal business renting inflatable paddle boards and kayaks in the Portland area. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of planning areas. The firm’s approach combines holistic, goal-based analyses with ongoing planning relationships, while keeping planning services separate from managed accounts.

Geoffrey Kunkle is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Level Beer, Running Man Distributing, Warner Pacific University, and Heathen Brewing. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Golston is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Cummins Inc for one year. Edward Jones is a full-service wealth management firm serving millions of individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Craig Byers is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Merrill, Penn Carrus, and Offerpad in various capacities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research.

Ida West is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her previous roles include positions at Lincoln Financial Advisors, CUSO Financial Services, L.P., and Valic Financial Advisors. She serves as a chapter president for the American Financial Education Alliance and conducts workshops on Social Security and Medicare. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Darik Hoff is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets and Amazon Web Services, as well as a decade at Octavus, LLC. Hoff is based in Lake Oswego, Oregon. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including corporate financial planning agreements.

Evan Gremillion is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the board and advisory committees of the Portland Japanese Gardens and participates in educational committees at Oregon State University. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Jason Burke is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Charles Schwab in Portland, OR. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2005. Outside of his advisory role, he owns a single-family rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Karri Maccluer is a CFP® professional with 27 years of industry experience, currently serving with Raymond James Financial Services Advisors Inc. since 2014. She operates supporting entities related to her advisory business and maintains roles as CEO and financial advisor within those companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary advisory services using risk profiling and analytical modeling to support client goals.

Caryn Corbin is a financial advisor with J.P. Morgan Securities in Sherwood, OR, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and US Bancorp Inc, and has a longstanding role as a self-employed musician performing as a percussionist with orchestras and ensembles on a contractor basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is the owner of Anderson Wealth Management, a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2020 and has also been the owner of Vagabond Vans LLC, a camper-van rental business, since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both third-party asset managers and customized strategies.

Mark Meek is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior experience includes roles with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved as an equipment coordinator for a youth football organization and owns a goat farm that rents goats for vegetation clearing; he also coaches freshmen football. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative annual relationships focused on analyzing client goals and recommending investment strategies.

Keenan Brewer is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Oregon State University and VB Windows LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in various investment programs.