Laura Thompson Aue is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Executive Board of the Forest Grove Community Foundation, a nonprofit focused on supporting local charitable, educational, and scientific initiatives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and planning without discretionary trading authority. The firm’s services include comprehensive written recommendations across various financial topics, with options to integrate planning and managed-account programs under a consolidated billing arrangement.

Michael Dolan is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Willamette Falls Paper Company and Fitesa. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Buford is a financial advisor with Edward Jones in Portland, OR. He holds a Series 66 designation and has five years of experience at Edward Jones, following five years at H&R Block and seven years at Toys R Us. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. She is a co-author of the retirement planning guide, The Retirement Trail Map. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on reliable income sources and tax-aware withdrawal strategies.

Charles Hale is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of his advisory role, he has engaged in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

Kim Dexter is a financial advisor with LPL Financial in Tigard, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is co-owner of Pacific Shield Coatings, Inc., a painting business based in Portland, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nathan Jones is a Series 66-registered financial advisor with Thrivent Investment Management in Portland, OR, with seven years of industry experience. Prior to his current role, he worked for Portland Parks and Recreation for two years. Outside of his advisory work, Jones is co-owner of a seasonal business renting inflatable paddle boards and kayaks in the Portland area. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of planning areas. The firm’s approach combines holistic, goal-based analyses with ongoing planning relationships, while keeping planning services separate from managed accounts.

Geoffrey Kunkle is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Level Beer, Running Man Distributing, Warner Pacific University, and Heathen Brewing. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Eric Klein is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following nine years at SII Investments, Inc. Outside of his advisory role, he is involved in property management in Warrenton, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified strategies.

Joshua Golston is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Cummins Inc for one year. Edward Jones is a full-service wealth management firm serving millions of individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Josh Rand is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 66 designation and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Hugo Granja Flores is a financial advisor with Equitable Advisors in Portland, OR, holding Series 65 and Series 63 licenses and eight years of industry experience. He has previously worked at Axa Advisors, Colonial Life, and SMI Solutions. Outside of financial services, he owns and operates La Victoria Farm in Ecuador, which produces hearts of palm. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of endorsed platforms.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has four years of industry experience. He previously worked in the Camas School District for eight years before joining Fisher Investments in 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and may employ tax-aware and defensive strategies to manage risk.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

Craig Byers is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Merrill, Penn Carrus, and Offerpad in various capacities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research.