Frances Mc Kay is a CFP®-designated financial advisor at Edward Jones in Portland, OR, with 12 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. before returning to Edward Jones, where she has been since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Kimura is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 66 credentials and 23 years of industry experience. He has worked at Cambridge since 2017 and previously spent a decade with SII Investments, Inc. Outside of his advisory role, Kimura serves as a high school sports official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers various portfolio management strategies across multiple platforms and maintains proprietary and third-party model strategies while supporting advisor business relationships that include legal and accounting referrals.

Derek Melvin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. Melvin is also associated with Finity Group LLC, an advisory firm he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

John Wade is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 22 years of experience in the industry. His prior roles include tenures at Merrill Lynch, Oppenheimer, Raymond James, and Ameriprise. He is currently based in Portland, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with various financial products through multiple compensation arrangements.

Samuel Madrid is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Madrid Alliance, Pepsi, Corwin Beverage, Pacific Foods, and Brewcraft USA. He serves as the unpaid Treasurer of the Clomonth HOA in Vancouver, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Brent Steinberg is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He joined LPL Financial in 2017 after four years at D.A. Davidson & Co. Brent operates Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a broad network of investment adviser representatives.

Travis Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent professionals. The firm offers various investment implementation strategies across multiple platforms, including proprietary models and access to third-party managers.

Cole Kimball is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2011 to 2026 before joining LPL Financial in 2026. Kimball serves as a board member and treasurer for the St Johns Center for Opportunity in Portland, OR. 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 retirement plan consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations. Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022. Outside of his professional work, Max's personal interests include family activities and golf.

Jennifer Owens is a CFP® with eight years of experience at Edward Jones in Vancouver, WA. She has been with Edward Jones since 2008. Outside of her financial advisory work, she occasionally creates commissioned artwork and illustrations for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Aleksey Poryadin is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has 19 years of industry experience and has held roles at Onpoint Investment Services and Onpoint Community Credit Union, where he has also been an Investment Branch Operations Manager and Branch Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Christina Price is a CFP® professional with 22 years of experience at Edward Jones, where she has worked since 2004. She serves on the boards of the Lake Merwin Campers Hideaway and the Mount Hood Medical Center Foundation, and is also an ordained minister with the Universal Life Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Danette Dickerman is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, offering globally diversified portfolios with various risk management strategies.

Adam Dale is a Series 66-licensed financial advisor with Wells Fargo Clearing in Portland, OR, with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory work, he serves as treasurer for the Cedar Mill Little League, assisting with cash flow and management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amber Martinell is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. She has been with Edward Jones since 2007. Prior to her advisory role, she worked at DoorDash Inc. from 2021 to 2022. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adam McMahon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through a large network of financial advisors and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Colleen Lenard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and ownership of WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Christian Koranda is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 credential and has been with Cambridge since 2008. Outside of his advisory role, Koranda is an independent insurance agent and serves as a secondary executor of a friend’s will. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Sheri Gunnari is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience serving generations of families, focusing on understanding family dynamics and educating the next generation on financial values and decision-making. Her expertise includes developing multi-pronged financial strategies encompassing investment and retirement planning, tax minimization, estate planning, and liability management. Sheri holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Private Wealth Advisor® certification, and the Personal Investment Advisor (PIA) designation. She earned a Bachelor's degree in Business Administration from Oregon State University. Sheri resides in Battle Ground, Washington, with her husband, son, and several pets. In her free time, she enjoys playing tennis and golf, as well as engaging in various arts and crafts projects.

Thomas Gomez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked in various roles at JP Morgan Chase and its affiliates from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations across a broad range of vehicles, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.