Kent Calhoon is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 66, Series 63, and Series 65 designations. He has 30 years of industry experience, including 14 years 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Tyler Draper is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving clients with tailored solutions that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Laura Beard is a financial advisor at Edward Jones in Vancouver, WA, holding CFP® and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones, she worked in various roles including at David Lawrence, DC ND, and has experience in the food service industry as a bartender and cashier. Beard’s background includes a mix of financial and hospitality positions. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Glenn Wanner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. He holds Powers of Attorney for family members, including his mother and spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Robert Hedlund is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Stifel, Vector Solutions, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

Richard Fisher Jr. is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Darlene Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience in the financial services industry beginning in 2014, with prior roles at Umpqua Bank and Guild Mortgage before joining Wells Fargo in 2025. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Jason Lambert is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Madison Avenue Securities, AE Wealth Management, and Northwest Financial & Tax Solutions. Outside of advising, he co-wrote a book available on Amazon and serves as an elder on the board of Kessid Church. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Ryan Jensen is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including OneAmerica Securities and American United Life. Outside of his advisory role, Jensen owns J&S Tax Service, LLC, providing tax preparation and planning services, and raises beef cows for sale to neighbors and family. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jesse Lindauer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, Jesse is an owner and partner of 3201 LLC, a residential dwelling landlord. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Jeffrey Wirth Sr. is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Christopher Wehbey is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2014. He is co-owner of KPCW LLC, through which he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools within a defined investment universe.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, and Waddell & Reed, Inc. He is based in Portland, OR. 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 of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Schuler is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that use firm-approved tools and models.

Jerry Reder Jr. is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been involved with Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003. Outside of advisory work, he has conducted outside sales of non-variable insurance and operates a related business under Reder Financial Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.