Brynie Robinson is a financial advisor with Edward Jones in Silverton, Oregon. He holds a Series 66 designation and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he coaches high school football at Salem Academy and Sprague High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Heath Cornick is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he teaches community education classes on finance, retirement, and investing at Portland Community College. 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 managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Timothy Yount is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he is a partner in T&M Operations, LLC, a partnership engaged in land acquisition and building construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Darin Duke is a financial advisor at Edward Jones in Keizer, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and tax-efficient investment services under a fiduciary standard.

Angela Fischer is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2000. She is co-owner of Roberts, Ring & Fischer Wealth Management, Inc., an S Corporation operating as a DBA for her LPL business. 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 research, model portfolios, and various management approaches.

Karina Stevens is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2018, with prior experience at Key Investment Services. J.P. Morgan Securities 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 in its investment recommendations.

Ronald Elia is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates systematic methodologies and oversight in its investment process.

Ralph Luchterhand is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he acts in a fiduciary capacity for a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies supported by in-house and third-party research.

Rose Shelton is a financial advisor at Edward Jones in Silverton, OR, holding a Series 66 designation. She has a combined 15 years of experience with Edward Jones, along with six years of experience operating Leona's Bakery & Cafe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP® professional with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kassin Mosbrucker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the City of Lake Oswego and has held various positions in both public and private sectors. He is also a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Dale Nelson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, Nelson serves as a volunteer firefighter for the Woodburn Fire District and volunteers at the Belle Passi Cemetery Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party money manager programs to construct diversified portfolios tailored to client needs.

Brandon Chase is a financial advisor with Edward Jones in Canby, Oregon, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns vacation rental properties in Pigeon Forge, Tennessee, and Columbia Falls, Montana, which are managed by third-party companies. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Layton Thurlow is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of experience. His prior work includes various roles outside of finance, such as employment with Dutch Brothers Coffee and involvement with Kamikaze Iron Gym and Cigars Daily. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and broad financial planning topics without discretionary trading authority. The firm’s approach separates planning from managed-account services while allowing clients to combine them under a consolidated billing option called “WealthPlan.”

Neil Kopplin is a financial advisor with Edward Jones in Newberg, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Park Avenue Securities/Guardian Life Insurance Company and has entrepreneurial experience with Control State Solutions and Vinum Importing. Edward Jones is a 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Thomas Resner is a financial advisor at Edward Jones with a CFA® designation and Series 66 license. He began his career in the industry in 2017, with previous roles at Northwest Capital Management, Inc., Carson Group Holdings, LLC, and Oregon State University. Resner is based in Keizer, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Matthew Stutes is a financial advisor with LPL Financial in Canby, Oregon, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with Cornerstone Wealth Management and operates Stutes Investments Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Darling is a financial advisor at Edward Jones in Keizer, OR, holding Series 63 and Series 65 designations with five years of industry experience. Prior to rejoining Edward Jones in 2021, he was involved with 529 Properties LLC and Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frederick Magenheimer is a financial advisor with LPL Financial in Canby, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in agricultural activities, including raising cattle, sheep, and hay, as well as selling locker meat and hay, and he also provides notary public services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.