Jason Peterson is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and Dragon's Keep. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services on a fiduciary basis.

Jeremy Miller is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that uses tools such as Monte Carlo simulations to model outcomes.

Reweti Wiki is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2024. His prior roles include positions at Ernst & Young Tahi Ltd, Edward Jones, and Wells Fargo Clearing. Outside of his advisory work, he is a partner in Te Aotaki Holdings LLC, a company involved in business and professional services related to his wife's publication of small business guides. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Esther Valdivia is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley & Co. Incorporated since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Shane Allen is a CFP® and ChFC® financial advisor with 14 years of industry experience, currently associated with Cambridge Investment Research Advisors. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for 12 years. Outside of financial advising, Allen is a CrossFit coach and owns a travel and transportation business, G'Day Mate Excursions, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party strategies and supports various custody and platform arrangements to tailor investment approaches to client goals.

Thomas Griffin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been associated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Vitaliy Romanyuk is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following seven years at Wells Fargo Bank. Outside of his advisory role, Romanyuk owns and manages investment-related businesses in Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexa Jossi is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. Prior to joining LPL Financial, she was associated with Wauna Federal Credit Union and Belinda Petshow Investment Services. Alexa also spent several years as a stay-at-home mom before beginning her advisory career. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Megan Weakland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and affiliated research.

Caroline Perry is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining MassMutual in 2024, she worked at Voya Financial from 2014 to 2022. Outside of her advisory work, she is involved in residential real estate services as a sole proprietor and owns a Christmas tree farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.

Courtney Stewart is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding CFP®, Series 63, and Series 65 credentials and 19 years of industry experience. Prior to joining Raymond James in 2020, Stewart worked at Lion Street Financial and Woodbury Financial Services, Inc. Stewart also served as an insurance agent involved in policy servicing and receives trails from these policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

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.

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.

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.

Charles Hale is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

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.