David Clark is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Edward Jones. Outside of his advisory role, Clark is involved in coaching youth hockey with the Oregon Hockey Officials Association and the Winterhawks Youth Hockey Association. 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 delivered through a broad network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Sheldon Ren is a CFP® professional with 22 years of industry experience. He has been with LPL Financial since 2008. His activities include involvement with Grand Ridge Capital LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

Crystal Learfield is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. Her prior roles include positions at Bank of America N.A., Merrill, Rivermark Community Credit Union, LPL Financial, and Oswego Wealth Management Inc. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role as a commodity pool operator registered with the CFTC.

Alice Hayhurst is a financial advisor with Fidelity Investments based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Fidelity since 2010, including a seven-year tenure at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she works, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across a range of investment vehicles.

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Jonathan Thomson is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Edward Jones in Vancouver, WA, having previously worked at First Pacific Financial, U.S. Bancorp Investments, and Ameriprise Financial Services. Outside of finance, he performs as a cellist with the Vancouver Symphony and other freelance groups, and he teaches cello. Edward Jones serves both individual and institutional clients with a comprehensive wealth management offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of advisors and branches.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lauren Palmer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2023. She has previously worked at First Republic Bank and First Federal. Palmer is also employed by JPMorgan Chase Bank, where she offers deposit and credit products alongside her advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.

Kevin Brenden is a CFP®-designated financial advisor with Edward Jones in Lake Oswego, OR, and has 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Miyoko Segawa is a financial advisor at LPL Financial in Clackamas, OR, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and has been with LPL Financial for 24 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.

Martha Caldwell is a CFP® with 22 years of industry experience, currently advising at Raymond James & Associates. Her prior experience includes roles at Merrill and Bank of America, N.A. She is also involved in breeding, training, and sales of dressage horses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles.

Kristopher Gillmore is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fairfield Financial Services, Inc. outside of his advisory role, he plays guitar in a rock band and teaches private guitar lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Michael Eckhardt is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at Edward Jones in Vancouver, WA, having joined the firm in 2025 following a 13-year tenure at Bank of America (Merrill Lynch). 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 under management through a network of roughly 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Amanda White is a financial advisor at Edward Jones in Oregon City, Oregon, holding the Series 66 designation with one year of industry experience. She has worked at Edward Jones since 2019 and has prior experience in various roles outside the financial industry, including positions at McDonald’s, Target, AmWay, and Jimmy Johns. Edward Jones is a full-service wealth management firm serving more than 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.

Brent Abney is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the nonprofit A Solid Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicole Lolich is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Ameriprise since 2011, including its subsidiary Ameriprise Financial Services, Inc. There are no additional notable outside activities reported. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, algorithm-assisted retirement income advice through a centralized consulting team.

Tyler Morano is a financial advisor at Edward Jones in West Linn, Oregon. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to his current role, he spent six years at Oregon State and four years at Granada High School. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Annemarie Book is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She has worked with firms including CRI Securities, Minnesota Life Insurance Company, and Northstar Consultants Inc. In addition to her advisory role, she is co-owner and founder of Her Table Wealth and Wellness, a business focused on financial empowerment and education for women. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Evan Parry is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Daniel Nordstrom is a CFP®-designated financial advisor with LPL Financial, based in Oregon City, OR. He has eight years of industry experience, including three years at Elevate Wealth Advisors prior to joining LPL in 2017. Nordstrom is also commissioned as a notary. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.