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.

Mario Montiel is a financial advisor with Edward Jones in Keizer, Oregon, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Outside of his advisory work, he is involved in managing several rental and commercial property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Dix is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party resources.

Matthew Atkins is a financial advisor at Edward Jones in Keizer, OR, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in the retail and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.

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.

Barbara Ellich is a Series 66 licensed financial advisor with Thrivent Investment Management and has three years of industry experience. Prior to joining Thrivent, she worked at Albany Christian School and Excel Managed Care. She is also involved as a senior sales coordinator in a home-based wellness business focused on promoting hydroponic gardening and dietary improvements through plant-based supplements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive goal-based financial analyses and written recommendations across a wide range of planning areas without portfolio management or discretionary trading authority.

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.