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, OR, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LPL Financial since 2010. Klein also serves as a custodian and financial advisor for his niece's inherency and is a business owner of Klein Wealth Management, Inc. 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. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 financial advisor at LPL Financial with 26 years of industry experience. He holds CFP®, Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Valic Financial Advisors. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology tools.

Stephanie Ring is a financial advisor with LPL Financial in Silverton, Oregon, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, she also operates under the DBA Roberts, Ring & Fischer Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Sheryl Resner is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones since 2006. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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.

Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2020 and is also the owner of Vagabond Vans LLC, a camper-van rental business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Scott Winter is a financial advisor with LPL Financial in Dundee, Oregon, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by internal and third-party research.

Shelly Egli is a financial advisor with Edward Jones in Keizer, OR, holding a Series 66 designation and 8 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary management strategies, and affiliated investment products under a fiduciary standard.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Richard Wargo is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. He is also associated with OnPoint Community Credit Union and OnPoint Investment Services in advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Vivian Wilcox is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Thurlow II is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009 and 2010, respectively. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, with an option to integrate planning and managed accounts under a consolidated billing program called “WealthPlan.”

Daniel Hailey is a financial advisor at Edward Jones in Silverton, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kerr Supply Company, Inc. from 2014 to 2018. 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 options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. 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.

Shawn Moyer De Marre is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 nationwide network of advisors and branch offices.

Chaleigh Martin is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience in education and customer service roles. Outside of her advisory work, she has done food delivery in her local community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Cade Butterworth is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Legacy Financial, Towne Park, and Jim Kuhlman State Farm. Butterworth also serves as an infantryman in the Oregon Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from multiple sources.

Stephanie Rood Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She also serves as a trustee for her parent's trust in West Linn, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.