Darren Rankin is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was co-owner and CEO of Creative Media Development, a creative agency. He no longer has active responsibilities with the agency. 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 strategies and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. 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 through written Recommendation Reports and ongoing advice.

Jennifer Pacific is a financial advisor at RBC Capital Markets in Portland, OR, holding Series 65 and Series 63 licenses with 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of directors for Irvington Cooperative Preschool, where she handles financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to clients’ risk profiles and employs a combination of in-house and third-party managers, providing various options including tax management and responsible investing.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Scott Hirschberger is a financial advisor at Edward Jones in Portland, OR, holding the CFP® designation and Series 66 license with 15 years of industry experience, all with Edward Jones. He serves as a career advisor at Willamette University, assisting recent graduates with career searches and resume building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and additional affiliated capabilities beyond advisory services.

Gerald Kroeger is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Kroeger is an 80% owner of Kroeger Financial Services, an S corporation through which he channels his business income, and maintains licenses for life and annuity products, occasionally conducting insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Joyce Wright is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Bank of America, and Merrill. Wright is based in Portland, OR. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Randall Mahar is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured discovery processes and proprietary planning tools.

Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Gladys Allam is a financial advisor with Thrivent Investment Management in Newberg, Oregon, holding Series 63, 65, and 66 credentials and 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2026, with prior experience at State Farm and periods outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics without managing client accounts directly.

Dustin Arn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals, families, and business owners to develop personalized financial strategies aimed at pursuing long-term goals. Dustin and his team emphasize a holistic approach to wealth management, utilizing disciplined investment processes centered on asset allocation and diversification. Born and raised in Portland, Oregon, Dustin holds a Bachelor's Degree from Portland State University with majors in Finance and Marketing. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dustin is a member of The Arn Group, a wealth management team with over 25 years of experience. In addition to his professional focus, Dustin participates in community volunteering and enjoys a variety of outdoor activities including biking, camping, fishing, hiking, skiing, and surfing. He also has interests in music, reading, and writing. Fluent in English and Spanish, Dustin values building professional and personal relationships with clients and their families.

Calvin Roberts is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 66 credentials. He has seven years of industry experience and previously worked at Steward Partners and Northwestern Mutual Investment Services. Outside of financial advising, he is the CEO and co-founder of Flag'em Games LLC, a company that produces drinking and board games. Mass Mutual 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, with a focus on collaborative, goal-based planning and a range of specialized services including divorce and estate-settlement planning.

Shalisa Beck is a CFP® professional based in Lake Oswego, OR, with 34 years of industry experience. She currently works with Charles Schwab, having held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank since 2021. Prior to Schwab, she was with Waddell & Reed, Inc. and Country Capital Management Company. Outside of her advisory work, Beck is a competitive bodybuilder aiming to compete at the national level and occasionally provides training to women through her business, Becoming Her, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Alf Barber is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2016. Outside of his advisory role, Barber is involved in managing property refurbishment and oversight through Tek West LLC and JARA United 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jackson Schwarz is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an associate financial advisor at Ameriprise in Portland, OR. His prior roles include positions at Somerset Wealth Management and Ameriprise Financial Services. Outside of his advisory work, he is involved in managing advisory operations for TVZ, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized retirement income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sherry Lacey is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Advisors Inc. since 2017. In addition to her advisory role, she owns Sherry Lacey CPA, LLC, a tax preparation business, and serves as Treasurer on the Board of Directors for the Pleasant Harbor Yacht Club. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver personalized, algorithm-supported retirement income plans.

Ian Rice is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a CrossFit gym in Tualatin, Oregon. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across various custodial platforms.

George McInnis is a financial advisor at Osaic Wealth, Inc. in Portland, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth since 2018, following two years at Signator Investors, Inc. In addition to his advisory role, McInnis operates several sole proprietorships involved in securities sales, investment advisory services, and insurance marketing. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.