Karri Maccluer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. She owns and operates support companies related to her advisory business under the names Karri MacCluer PC and Kruse Woods Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting with a focus on tailored financial plans and a mix of brokerage, advisory, and managed account solutions.

Caryn Corbin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., US Bancorp Inc, and McKinley Mortgage Company. Outside of finance, she is also a self-employed musician, performing as a percussionist with orchestras and ensembles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Darrell Geymann is a CFP®-credentialed financial advisor with Edward Jones in Tigard, OR, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Nike Inc. for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is also a partner and financial advisor at Anderson Wealth Management, a support company he owns. 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 emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Negar Koushkakinejad is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Bank of America. Outside of her advisory work, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joshua Nierenberg is a financial advisor at Merrill in Portland, OR, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. His prior work experience includes roles at Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Mark Meek is a financial advisor with MassMutual Investors Services in Lake Oswego, OR, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior experience includes roles with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved as an equipment coordinator for a youth football organization and owns a goat farm that rents goats for vegetation clearing; he also coaches freshmen football. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative annual relationships focused on analyzing client goals and recommending investment strategies.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Singer is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Timothy Stalsberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Wells Fargo since 2016, including prior service at Wells Fargo Advisors, LLC. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors.

Jennifer Robb is a financial advisor at Robert Baird & Co. in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, tailored to client goals and risk tolerances.

Jude Jeannis is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an investment committee member for the Portland Art Museum. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Carolynn Ashton is a financial advisor at RBC Capital Markets with 13 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Robert W. Baird from 2012 to 2017. Outside of advising, she is a proprietor of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.

Kari Skedsvold is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Ameriprise Financial Services, Inc. for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Judy Rubino is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2022. She previously worked at Ameriprise Financial Services, Inc. starting in 2005. Rubino operates under two DBAs related to her LPL business in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and various investment strategies.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and over 38 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax Advisory Services and has operated Cascade Tax Services since 1989. In addition to his advisory work, Meyer is president of Meyer Bookkeeping Inc., a tax preparation and accounting business he has run since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, integrating third-party money managers and customized strategies across multiple program structures.

Nicholas White is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Independent Financial Group, Heritage Financial Services, and United Planners' Financial Services. Outside of his advisory work, he owns a livestock farm raising beef cattle, sheep, pigs, and chickens. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various management options.

Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer Securities. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.