Laura Thompson Aue is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Executive Board of the Forest Grove Community Foundation, a nonprofit focused on supporting local charitable, educational, and scientific initiatives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and planning without discretionary trading authority. The firm’s services include comprehensive written recommendations across various financial topics, with options to integrate planning and managed-account programs under a consolidated billing arrangement.

Charles Hale is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of his advisory role, he has engaged in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

Kim Dexter is a financial advisor with LPL Financial in Tigard, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is co-owner of Pacific Shield Coatings, Inc., a painting business based in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Eric Klein is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following nine years at SII Investments, Inc. Outside of his advisory role, he is involved in property management in Warrenton, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified strategies.

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® with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. She owns and operates support companies related to her advisory business under the names Karri MacCluer PC and Kruse Woods Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting with a focus on tailored financial plans and a mix of brokerage, advisory, and managed account solutions.

Caryn Corbin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., US Bancorp Inc, and McKinley Mortgage Company. Outside of finance, she is also a self-employed musician, performing as a percussionist with orchestras and ensembles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Darrell Geymann is a CFP®-credentialed financial advisor with Edward Jones in Tigard, OR, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Nike Inc. for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is also a partner and financial advisor at Anderson Wealth Management, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Negar Koushkakinejad is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Bank of America. Outside of her advisory work, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Brian Singer is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Timothy Stalsberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Wells Fargo since 2016, including prior service at Wells Fargo Advisors, LLC. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors.