Gunner Robinson is a financial advisor with RBC Capital Markets in Portland, OR. He holds a Series 66 designation and has experience working in various roles including positions at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. Outside of advisory, his background includes involvement in education and athletics. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a range of advisory programs.

Mark Simpson is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has served with the U.S. Army Department of Defense since 1992. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kortney Jolley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2018, Jolley worked at Bank of America and Merrill from 2015 to 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs.

Matthew Dodge is a Series 66-licensed financial advisor with Merrill in Lake Oswego, OR, with four years of industry experience. His work history includes roles at Merrill Lynch since 2021 and a prior position at Wells Fargo. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Donald Shick is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, Shick serves as a trustee and volunteer at the OHSU Knight Cancer Institute. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex non-traditional approaches.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Palmer is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Republic Bank and Jefferies LLC. Outside of his advisory role, he is an owner and partner in real estate holding companies, including Oregon Ocean Home LLC and City Center Development Partners LLC. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Cody is a financial advisor with Equitable Advisors in Beaverton, OR, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in apartment management and at Uber Technologies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Dominic Chimienti is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and previously worked at Equitable and Metis Wealth Advisors LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Amy Crooks is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. In addition to her advisory role, she operates Crooks & Company Financial Management, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Peri Tharp is a Series 66-credentialed financial advisor with Edward Jones in Canby, OR, and has six years of industry experience. Prior to joining Edward Jones in 2019, Tharp worked for Metro Regional Government for seven years. Tharp holds a volunteer position as a member of the supervisory committee at Point West Credit Union, where they meet quarterly to review regulatory items, audits, and policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services under a fiduciary standard.

Natalya Hendricks is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of her advisory role, Hendricks is involved with the Oregon Association of Minority Entrepreneurs as a board member on the finance committee and is affiliated with the Oregon Business Resource Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Daniel Murphy is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Sagepoint Financial, LPL Financial, and Umpqua Investments. He also operates a sole proprietorship as a registered representative with Pearson Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services through a large network of advisers and utilizes firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Amy Walls is a Certified Financial Planner® with 23 years of experience in the financial industry. She has been with Cambridge Investment Research Advisors since 2016 and previously worked at Blue Water Wealth. In addition to her advisory role, she operates as an independent insurance agent in Portland, OR. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options tailored to client objectives.

Laura Thompson Ball is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Outside of her advisory role, she serves as a successor trustee involved in estate administration in Bend, Oregon. 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 processes and advanced modeling tools.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.

Wendy Markt is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of financial advising, she is a co-owner of Markt & Company Construction, a construction business operating since 2008. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Steven Kunkle is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Timothy Chapman is a Private Wealth Advisor with Merrill Private Wealth Management, focusing on serving individuals and families with significant assets. He provides investment management, wealth planning, personal banking, business transition strategies, insurance, philanthropic services, and specialized advice tailored to clients' goals through Merrill's global investment and asset management resources. With 24 years of experience in the financial industry, Tim's expertise spans executive compensation, family wealth management, legacy planning, philanthropic planning, socially responsible investing, retirement income, and services for endowments, foundations, and non-profits. He is part of a select group of Private Wealth Managers who emphasize transparency and bespoke investment advice. Tim holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Tim earned a Bachelor of Arts degree from the University of Oregon, including international studies at the University of London and the Universite d'Avignon, and completed an executive education program on investment management foundations at the Stanford Graduate School of Business. Active in his community, he has served on boards such as the World Affairs Council of Oregon, the Oregon Zoo Foundation, Portland Opera, the Make-A-Wish Foundation of Oregon, and United Way of Columbia-Willamette. His personal interests include antiquing, boating, gardening, golfing, hiking, photography, reading, skiing, traveling, and spending time with his family.

Patricia Darragh is a financial advisor at Edward Jones in Portland, OR, holding the CFP® and Series 63 designations with 21 years of industry experience. She has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee arrangements, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.