Amy Walls is a CFP® professional with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors where she has worked since 2016. Her prior experience includes roles at Cambridge Investment Research Inc. and Ameriprise. In addition to her advisory work, she operates as an independent insurance agent and serves as president of Thimbleberry Financial, a DBA entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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.

John Hein is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware risk management strategies.

Matthew Justis is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns and operates a farm in Washougal, Washington, where he tends to livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of roughly 23,700 advisors.

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.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Bryan Vandergriff is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving clients at UBS Financial Services since 2008. In addition to his advisory role, he is a partner at Next Level Martial Arts and Fitness, where he oversees cash flow and leads marketing efforts. He is also a successor trustee of the W.B. Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.

David Price is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rhys Lendio is a financial advisor at OSAIC Wealth, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Resource Financial Planning, Inc. Outside of his advisory role, Rhys serves as a notary public in Oregon and participates as a volunteer mentor providing pro bono financial advice through the 3rd Decade program. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Randall Barkhurst is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including long-term tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in health insurance sales and property and casualty insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated platform.

Daymon Halstead is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Equitable Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Bethany Cichy is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she maintains a hobby-focused Instagram account dedicated to paper crafting and planner supplies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Tina Thom is currently a Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she focuses on creating a productive and engaging workplace by empowering associates and partnering with clients to work toward their financial goals. Her experience at Fidelity Investments spans several roles since 2018, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects her involvement in various aspects of financial services and client relationship management. Tina holds a California Insurance License, supporting her work within the financial industry.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

John Strauch is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and managing Strauch Investments LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party sources.