Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oregon City, OR, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2016, he worked at Wells Fargo Advisors for five years. He is also involved with OnPoint Community Credit Union, providing wealth management and financial planning services to its members. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, often operating in an advisory capacity rather than as a discretionary manager.

Oscar Ramos is a financial advisor with Edward Jones in Silverton, OR, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services and Life Insurance Company, as well as entrepreneurship with Jiva Journeys LLC and involvement with Warrior 1 Yoga. 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 strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Mitchell Hurley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise in Wilsonville, OR. His prior experience includes roles at J.P. Morgan Securities and Moda Health. Ameriprise provides a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ryan Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2018 to 2022. He is also an associate at Addison Avenue Investment Services, where he works directly with clients on their investment needs. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory solutions supported by a broad affiliate network including public finance and institutional fiduciary capabilities.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. She is also involved with Capital Futbol Club, where she has contributed for several years. 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 plans, charitable organizations, and corporate fiduciaries.

Clinton Coleman is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios and research from multiple sources.

Peri Tharp is a Series 66-credentialed financial advisor with Edward Jones in Canby, OR, and has six years of industry experience. Prior to joining Edward Jones in 2019, Tharp worked for Metro Regional Government for seven years. Tharp holds a volunteer position as a member of the supervisory committee at Point West Credit Union, where they meet quarterly to review regulatory items, audits, and policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services under a fiduciary standard.

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.

Rita Harmon is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 23 years of industry experience. Her background includes roles at Avantax Investment Services and Avantax Advisory Services, as well as positions managing her own firms, Lifetime Financial Solutions, Inc. and Douglas-Harmon CPA LLC, where she provides accounting and tax planning services. She is also involved in real estate through her role as member-manager at Master's Touch Property Company LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including 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 that supports various investment strategies and program structures.

Megan Bergevin is a financial advisor with LPL Financial in Silverton, OR, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with LPL Financial since 2011. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Warner is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in farming and operates a trucking business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gregory Timmons is a financial advisor at Edward Jones in Canby, OR, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management.

Jessica Cerne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked at Art Gamblin Motors and held roles at Lewis and Clark College and Enumclaw Senior High School. She is also a Notary Public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services.

Kurt Williams is a financial advisor with Cetera, holding a Series 66 designation and bringing 41 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Cornerstone Tax Service and Financial Planning, which provides tax preparation, payroll, and accounting services. Outside of his advisory work, he is also an Airbnb host. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform and multiple program structures.

Nicholas Cutter is a Series 66-licensed financial advisor with Edward Jones in Canby, Oregon, and has one year of industry experience. Before joining Edward Jones, he held positions at Costco, Beacon Hill Staffing Group, Cell Staff, and in roles related to athletics sales and hospitality. 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 strategies supported by a large nationwide network of financial advisors and branch offices.