Ross Martin is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has four years of industry experience, including prior roles at Tri Counties Bank and various educational and community organizations. His work history also includes a position at Father’s House Church. Equitable Advisors serves a broad client base including individual investors, pension plans, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers to tailor solutions for clients.

Leonard Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and RBC Capital Markets. He is also associated with OnPoint Community Credit Union, where he provides wealth management, estate, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Oscar Ramos is a financial advisor with Edward Jones in Silverton, OR, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as managing his own ventures including Warrior 1 Yoga and Jiva Journeys LLC. 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, and operates under a fiduciary standard.

Mitchell Hurley is a financial advisor at Ameriprise with eight years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at J.P. Morgan Securities and Moda Health. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clinton Coleman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 who holds Series 63 and Series 66 credentials and has 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a broad range of investment strategies supported by operational and research tools.

Scott Warner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Signator Financial Services, and Pacific West Financial Consultants. Outside of advising, he is involved in farming and operates a trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools and research.

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. She previously worked at Art Gamblin Motors and served at Lewis and Clark College and Enumclaw Senior High School. Outside of her advisory role, she is a commissioned Notary Public. 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 institutions. The firm provides a range of financial planning and investment management options through a large network of advisers, supported by various operational and research tools.

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.