Laura Thompson Ball is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2016 before joining Morgan Stanley in 2016. In addition to her advisory role, she serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools as part of its financial planning process.

Steven Kunkle is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. 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 nationwide network of over 23,700 financial advisors.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Bryan Vandergriff is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving clients at UBS Financial Services since 2008. In addition to his advisory role, he is a partner at Next Level Martial Arts and Fitness, where he oversees cash flow and leads marketing efforts. He is also a successor trustee of the W.B. Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.

Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

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.

John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Waddell & Reed, Inc., and various insurance carriers, alongside managing Strauch Investments LLC for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Christopher Rask is a CFP® professional with 28 years of experience in the financial services industry. He is currently an advisor at LPL Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley, and Merrill. Rask is involved in managing several business entities for tax and investment purposes outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.”

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.

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Mitchell Rask is a financial advisor with LPL Financial who holds a Series 66 designation and has 28 years of industry experience. He previously worked at Wells Fargo Advisors for five years and has operated Rask Enterprises, LLC since 1993. Outside of advisory work, he is the owner of Pala Investments, a business unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.