Darrell Geymann is a CFP®-designated financial advisor with Edward Jones, based in Portland, OR, and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Nike Inc. from 2008 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2022. Anderson is the owner of Anderson Wealth Management, a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Negar Koushkakinejad is a financial advisor at LPL Financial in Portland, OR, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at BMO Bank NA, Bank of America, Merrill, and Ameriprise. Outside of finance, she is a general partner and managing member of Cyrus Electric LLC, an electrical services business owned by her husband, though she is not involved in daily operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers various financial planning and asset management services, using technology tools for operational support while maintaining oversight of over $819 billion in discretionary assets and more than 22,800 advisors.

Joshua Nierenberg is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, Nierenberg had roles outside the financial industry, including work with Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. He is currently involved with Jain Fulfillment LLC. 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 model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Mccright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the wealth management field since 2008 and joined Merrill Lynch in 2010. Casey specializes in comprehensive wealth management and the design and management of qualified and non-qualified retirement plans, serving successful families, medical professionals, and privately held businesses with a focus on multi-generational wealth planning. He holds a Bachelor of Science degree in Business and Economics from the University of Oregon and has also studied at Copenhagen Business School, receiving a Certificate in International Economics. Casey has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), and Retirement Benefits Consultant (RBC). Casey lives in Eugene, Oregon, with his wife, two children, and black lab. They enjoy running, cycling, and various family activities in the Pacific Northwest. His community involvement includes participation with organizations such as Eugene 4J Schools, Kidsports, and YEBW.

Mark Meek is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various roles over a decade. Outside of his advisory work, Meek owns and operates a small goat farm that rents goats for vegetation clearing and serves as the freshmen head coach for a local youth football team. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of investment and planning services including specialized programs in divorce and estate settlement planning.

Keenan Brewer is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Oregon State University and VB Windows LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in various investment programs.

Brian Singer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 registrations. Prior to joining J.P. Morgan Securities in 2020, he worked at JPMorgan Chase Bank, N.A. since 2013 and at SMB Financial Services, Inc. from 2011 to 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Stalsberg is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is based in Lake Oswego, Oregon. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

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 23 years of industry experience. He previously worked at Wells Fargo Investments, LLC and Ameriprise. He serves as an investment committee member for the Portland Art Museum. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics along with diversification principles and modern portfolio theory to evaluate investment options.

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 credentials and 27 years of industry experience. Prior to joining LPL in 2022, she worked for Ameriprise Financial Services, Inc. for 17 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Judy Rubino is a Certified Financial Planner® with 38 years of industry experience, currently affiliated with LPL Financial since 2022. She previously spent 17 years at Ameriprise Financial Services, Inc. Rubino operates under the DBAs Rubino Skedsvold Moran & Associates and RSMA Wealth Management in connection with her LPL business. 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 various investment strategies, supported by a broad platform and extensive non-advisory financial services.

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 at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Advisory Services and Avantax Investment Services. Meyer is also the owner of Meyer Bookkeeping Inc. and Cascade Tax Services, which provide tax preparation and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets with more than 10,000 advisors.

Nicholas White is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Independent Financial Group, Heritage Financial Services, and Edward Jones. Outside of advising, he owns a livestock farm in Oregon where he raises beef cattle, sheep, pigs, and chickens. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

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.

Jason Tei is a CFP® credentialed financial advisor with 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial. Outside of his advisory role, he has been involved with the McKinley Elementary Parent-Teacher Committee since 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.