Vitaliy Romanyuk is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following seven years at Wells Fargo Bank. Outside of his advisory role, Romanyuk owns and manages investment-related businesses in Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Turner is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held various positions outside the financial sector, including roles at Insight Pest Solutions and Tractor Supply Company. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers to offer both advisory and brokerage solutions.

Megan Weakland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and affiliated research.

Caroline Perry is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining MassMutual in 2024, she worked at Voya Financial from 2014 to 2022. Outside of her advisory work, she is involved in residential real estate services as a sole proprietor and owns a Christmas tree farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative planning approach.

Jake Miller is a financial advisor with J.P. Morgan Securities in Portland, OR. He holds a Series 66 designation and has experience working at JPMorgan Chase Bank, Northwestern Mutual, and other firms since 2019. Miller is also involved with Next Step Strategies Inc., a role he has held since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates as part of the broader J.P. Morgan organization and offers access to a wide range of investment products through its unique regulatory registrations.

Courtney Stewart is a financial advisor with Raymond James Financial in Lake Oswego, OR, holding CFP®, Series 63, and Series 65 credentials and 19 years of industry experience. Prior to joining Raymond James in 2020, Stewart worked at Lion Street Financial and Woodbury Financial Services, Inc. Stewart also served as an insurance agent involved in policy servicing and receives trails from these policies. 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, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Andrew Glassner is a financial advisor with Osaic Wealth, Inc. in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors for nearly two decades before joining Osaic Wealth in 2025. Glassner is also an agent for fixed and indexed annuities. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to deliver integrated investment solutions.

Marissa Murray is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. Outside of her advisory work, she owns and operates an Etsy shop called Whammo Gammo, where she creates and sells goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Karen Hofler is a financial advisor with Edward Jones in Portland, OR, holding a Series 66 designation and 23 years of experience at the firm. She has worked exclusively with Edward Jones since 2003. 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 programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

David Artmann is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes 14 years at Arcadia Investment Corporation and roles at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting a range of investment strategies and program structures.

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.

Susan Derenzo is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera since 2013. She also serves on multiple nonprofit boards, including as vice chair of the Columbia Non-Profit Housing Board and as a board member for the PeaceHealth Southwest Medical Center Foundation and the Estate Planning Council of Southwest Washington. In addition, she is involved with a Mary Kay skin care business and participates in local philanthropic foundations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through multiple program platforms and a variety of discretionary and non-discretionary account structures.

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.

Charles Hale is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

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.