Randall Barkhurst is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has a long tenure at Prudential Insurance Company of America beginning in 1991 and transitioned to LPL Enterprise in 2024. Barkhurst is also involved in health and property and casualty insurance sales through several related activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brent Glogau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He contributes as a staff writer for Snowbrains, an outdoor sports publication. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Bethany Cichy is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she maintains a hobby-focused Instagram account dedicated to paper crafting and planner supplies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

Bryan Brumund is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He has over 25 years of experience in financial services, focusing on helping individuals achieve their personal financial goals through customized planning. Bryan's professional background includes positions such as Vice President of Sales at Resource Securities from 2016 to 2019, Regional Director roles at Steben & Company, Structured Investment Products America, LLC, Goldman Sachs, and AFBA Investment Management Company, as well as a Regional Sales Representative at Scudder Investments. Earlier in his career, he worked as a Chicago Board of Trade Runner at Linnco Futures Group. He holds a California Insurance License.

Zachary Mullnix is a CFP® and Series 66 registered financial advisor with six years of industry experience. He is currently with Charles Schwab in Lake Oswego, OR, where he has worked since 2022. His prior experience includes roles at Ameriprise, Equitable Advisors, AXA Advisors, and various positions related to outdoor recreation and sports. Outside of his advisory work, Mullnix occasionally works as a dog sitter and walker. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services with a focus on multi-asset model portfolios and both non-discretionary and discretionary management options.

Wendy Wells is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Charles Schwab and Co., Inc. and has prior experience at Fidelity Investments and Lincoln Financial Advisors. Wells serves as a Director at Large for the Oregon Porsche Club of America, where she participates in communications and community outreach activities. Charles Schwab 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 both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational resources.

Johnathan Hausinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent five years at WinCo Foods LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Jack Eggers is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Thrivent Financial and has experience in entrepreneurial and sports-related businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Fessler is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, following a decade at Merrill. Outside of his advisory role, he coaches high school football for the Silver Falls School District in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm 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.

Geoffrey Creighton is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Portland, Oregon area. He specializes in investment planning for retirement and works with a team of dedicated specialists to help clients achieve their financial objectives and provide exceptional service. Geoffrey focuses on legacy planning, liquidity management, managing new wealth, and retirement income. He has more than 14 years of experience advising clients through multiple and complex market cycles. His investment philosophy centers on minimizing risk while generating consistent total return for clients, using a defined process that employs time-tested, results-oriented strategies. Geoffrey holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Asset Management Specialist™ (AAMS®) designation, and the Personal Investment Advisor (PIA) designation. Geoffrey earned a Bachelor's degree from Oregon State University with a concentration in Finance. An Oregon native, he lives in Portland and participates in local charitable events. His personal interests include adventure sports, basketball, biking, golfing, hiking, reading, running, skiing, spending time with family, and traveling.

Tyler Andrews is a CFP® with nine years of experience in financial advising. He is currently with Cetera and has previously worked at ClearFP Securities, Lion Street Advisors, and Woodbury Financial Services. In addition to his advisory role, he is involved in insurance sales and provides insurance services through affiliated businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Donald Westlund is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Westlund works, serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Bret Reiner is a financial advisor with Edward Jones in West Linn, OR, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm 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.

Michael Smelser is the Market Leader for the Oregon and Idaho markets at Fidelity Investments, a role he has held since 2021. In this capacity, he oversees market operations and works to deliver a comprehensive financial planning experience. His career in financial services spans over two decades, beginning as a Senior Financial Planner at Wunch Financial Services in 1998. He has held various roles including Financial Consultant positions at Charles Schwab and RBC Dain Rauscher, and multiple leadership positions at Fidelity Investments, progressing from Investment Representative to Vice President and Branch Leader prior to his current role. Further details about his education, credentials, and personal interests are not provided.

Robert Kays is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and previously spent 27 years with Kms Financial Services. Outside of his advisory role, he is involved with Risk Management Insurance Services Inc., an insurance agency he has been associated with since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options through a large network of investment adviser representatives.

Kevin Marshall is a financial advisor with Osaic Wealth, Inc. in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside his advisory work, he owns several business entities, including Complete401K, which focuses on 401(k) plan services. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of asset types, and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Eric Holm is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Additionally, he has been associated with Entex Information Services since 1995. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Joshua Stevens is a financial advisor with Merrill Lynch Wealth Management, based in the Lake Oswego area. He focuses on serving individuals and families, helping simplify their financial lives by creating goals-based plans and assisting in building and preserving wealth. Joshua aims to be a trusted resource for all important financial decisions, extending beyond investments and market concerns. Before becoming a financial advisor, Joshua spent five years as a firefighter and EMT in Southern Oregon, reflecting his commitment to serving others. He holds the Chartered Retirement Planning Counselor (CRPC) designation, enhancing his expertise in retirement planning, an area he considers particularly important for his clients. His educational background includes a high school diploma from Grants Pass High School and two associate degrees from Rogue Community College. Outside of his professional work, Joshua enjoys fishing, follows the Portland Trail Blazers, collects sports cards, and spends time in his hometown of Grants Pass, Oregon. He is also involved with the Oregon Department of Fish and Wildlife.

Kimila Setzer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and previously at K Investment Management, Inc. from 2000 to 2017. Outside of advising, she is an author of fictional books. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money managers.