Rebekah Frank is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked with Thrivent and its affiliates since 2019. Prior to joining Thrivent, she was employed at Apex Systems and the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs, emphasizing periodic reviews and clear disclosure of potential conflicts.

Tina Brannan is a CFP® professional with 32 years of industry experience. She is currently affiliated with LPL Financial, where she has worked since 2015. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Merrill. 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 financial planning and investment management services, utilizing various portfolio strategies and advisor-support tools.

Amy Crooks is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with LPL Financial since 2005, including a two-year period at Sii Investments. Outside of her advisory role, she is involved with Crooks & Company Financial Management, Inc., which includes tax preparation and accounting services. 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, model portfolios, third-party asset management, and institutional platforms.

Michael Fessler is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, following a decade at Merrill. Outside of his advisory role, he coaches high school football for the Silver Falls School District in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm 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.

Andrea Umenhofer is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that consider income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors like Ms. Umenhofer.

Owen Arn is an advisor at LPL Financial with a Series 66 designation and recent entry into the industry. His prior experience includes roles at Crooks & Company Financial Management and involvement with various local organizations and businesses, such as Oregon Parks Forever and PDX Reign Basketball. 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 a range of financial planning and investment management services, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Stephen Carbaugh is a financial advisor with Ameriprise in Clackamas, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Edward Jones, StanCorp Equities, Standard Insurance Company, and Wells Fargo. Outside of his advisory work, he is involved in managing his Ameriprise business ownership activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with financial advisors to produce recommendation reports leveraging proprietary research, third-party data, and algorithmic tools.

Philip Resch is a financial advisor at Ameriprise in Clackamas, OR, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Keybank, Bretz RV & Marine, and multiple positions at the University of Montana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data to guide investment and withdrawal strategies.

Matthew Asay is a financial advisor with Edward Jones in Milwaukie, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its large network of financial advisors and branch offices.

Henry Jung is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. In addition to his advisory work, he provides income tax return preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services supported by various investment platforms and tools.

Guy Crooks is a financial advisor with LPL Financial in Oregon City, OR, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with LPL Financial for a total of 19 years, with a two-year period at SII Investments, Inc. outside of LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor-facing technologies, while also providing a broad array of financial products and platforms.

Bryce Anderson is a financial advisor with LPL Financial in Portland, OR, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked with Crown Capital Securities, L.P. for over 27 years before joining LPL Financial in 2024. Outside of advising, he is involved in sales and service roles related to insurance and retirement plans and serves as an officer for non-investment business entities including Certified Portfolios, Inc. and Interstate Pension Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs supported by technology and a broad platform of insurance and credit services.

Stephen Wilmot is a CFP® professional with 42 years of industry experience. He has been affiliated with LPL Financial and Seasons Financial Group since 2002. Outside of his advisory work, he serves as a board member for Western Seminary and works as a tour host specializing in trips to Turkey and Israel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic, tactical, and alternative investment approaches.

Ira Fox is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Cuso Financial Services, Wells Fargo Clearing, and Wells Fargo Investments. He serves as a nonprofit board member for the Willamette Valley Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisor-led account management using various investment strategies and provides extensive operational and research tools, alongside a diverse platform of financial products and services.

Lucas Kidwell is a Series 66 licensed financial advisor with Edward Jones in Oregon City, OR, where he has worked since 2013, accumulating 12 years of industry experience. He has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Anthony Lishka is a financial advisor with LPL Financial in Clackamas, OR, holding the ChFC® designation along with Series 63 and 65 licenses. He has 16 years of industry experience, including 14 years at Crown Capital Securities, LP before joining LPL Financial in 2024. Lishka operates Lishka Financial, a DBA aligned with his LPL business. 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, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of investment strategies.

Kenneth Mc Clintock is a financial advisor with Edward Jones in Clackamas, OR, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. 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.

Johnathon Thomas is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked with Waddell & Reed, Inc. and operated Yakima Craft Brewing Co., a craft brewing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various investment platforms.

Kimberly Cimmiyotti is a Series 66-licensed financial advisor with 16 years of industry experience, currently practicing at LPL Financial in Clackamas, Oregon. She has been with LPL Financial since 2010. Outside of advisory services, Kimberly is also a notary and operates a business entity for tax and investment purposes under Cimmiyotti Financial. 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 financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customizable strategies.