Lee Han is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Tesla and Stantec. His credentials include the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Lynne Page is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones since 2003. Outside of her advisory work, she facilitates small groups focused on parenting, restoration, and financial management at East Hill Foursquare Church and serves as a budget coach using Crown Financial Ministries materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors.

Leon Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to this, he worked at Rose Gold Extracts and Shadowbox Farms. 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 and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Robert Hesslink Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Advantage Capital Corporation prior to joining OSAIC in 2023. Outside of his advisory work, he is an author of both fiction and non-fiction books and serves as an adjunct faculty member teaching Health Aspects of Aging at Portland State University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio construction process that employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

Kylee Moore is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has six years of industry experience and previously worked at Clackamas County Bank and Sandy Family Restaurant. Moore is involved with Soroptimist International of Gresham as a club member and board member and is the owner of the When Girls Talk Books podcast. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a range of portfolio management and advisory strategies.

Anthony Bardi is a financial advisor with Cetera in Gresham, OR, holding Series 63 and Series 66 designations and having 38 years of industry experience. He has worked with various firms including Avantax Advisory Services and Avantax Insurance Agency over the past two decades. Additionally, he is president of Tax and Financial Solutions, a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and supports multiple program structures and investment options.

Brad Allphin is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and planning through Tax & Financial Solutions, Inc. and also participates in sales and installation services related to safes and gun safety through Kerkmann Enterprises LLC and Blackstone Gun Safety. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures with both discretionary and non-discretionary account management.

Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Daniel Sarkissian is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial. Outside of his advisory role, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. 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, and institutional platforms, supported by extensive resources and technology.

Kristy Sato Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2019, with prior experience at Vibrant Family Medicine and First American Title. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cameron Schwartz is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Nike and Pro Unlimited. Outside of his advisory role, he coaches individuals through his business, The Confidence Coach, based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a variety of advisory strategies under a fiduciary standard.

Rebekah Frank is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked with Thrivent and its affiliates since 2019. Prior to joining Thrivent, she was employed at Apex Systems and the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs, emphasizing periodic reviews and clear disclosure of potential conflicts.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Jason Helbig is a Certified Financial Planner (CFP®) with 21 years of industry experience, all of which he has spent at Ameriprise since 2005. He serves as a trustee of an irrevocable trust involving securities investments where he acts in a fiduciary capacity. He has also provided expert witness statements related to asset allocation, diversification, and retirement income generation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Ronald Ellsworth is a financial professional with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates a financial services business, Foster & Associates, since 1999. In addition to his advisory work, he is involved in selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

Keith Johnson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gresham, OR, he holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Wanous is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked for the PGA of America from 2016 to 2018. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Veniamin Chumov is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and also serves as a court interpreter for the Oregon Judicial Department, providing Russian/English interpretation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.