Karen Bolin is a financial advisor with Edward Jones in Hillsboro, OR, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Recek is a CFP® professional with 10 years of experience and has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Forest Grove, OR. 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 strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Peter Weber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at JP Morgan Securities LLC since 2015 and at JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies. The firm delivers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Kimberly Lyon is a Series 66-licensed financial advisor with Cetera, bringing two years of industry experience. She also serves as a partner at Jones & Roth, P.C., a CPA firm where she leads assurance engagements and provides tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services across multiple program structures and custodial relationships.

Benjamin Recek is a financial advisor with Edward Jones in Forest Grove, OR, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he has conducted online sales through eBay and PayPal. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors. The firm offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary funds, operating under a fiduciary standard.

Justin Pike is a financial advisor with Merrill in Hillsboro, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a Delegate and Precinct Committee Officer for the Washington County Republican Party. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Decker is a CFP® professional with 16 years of experience in financial services, currently advising clients at Cetera since 2025. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been involved with Jones & Roth, PC since 2013. Outside of his advisory role, Decker serves as president of his local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services including portfolio management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Chad Southworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client decision-making.

William Barton is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has prior experience supporting clients at Forest Hills Wealth LLC. Outside of advisory work, he has held roles in education and the food service industry. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Francisco Garcia is a financial advisor at Edward Jones in Hillsboro, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cedar Mills Bible Church and Road to Hope, as well as positions outside the financial industry. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, through a nationwide network of advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ilya Yusufov is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Ameritrade and Scottrade before returning to Edward Jones in 2023. Outside of his advisory role, he has served as a test site engineer for ExamSoft. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, operating under a fiduciary standard and managing over $1 trillion in assets.

Melinda Avery is a Series 66-credentialed financial advisor with Edward Jones in Hillsboro, OR, where she has worked since 2014. She has 12 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Laurel Luciani is a financial advisor with UBS Financial Services in Forest Grove, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Werner James is a financial advisor with Edward Jones in Hillsboro, OR. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 22 years of industry experience. James has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.