Jack Eggers is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Thrivent Financial and has experience in entrepreneurial and sports-related businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tamara Still is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She provides financial advisory services from Portland, OR. Outside of her advisory role, she is involved in music services as an organist for weddings, funerals, church services, and recitals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branch offices.

Jeffrey Albright is a financial advisor with Edward Jones in Portland, OR, holding CFP®, ChFC®, and Series 63 designations. He has 22 years of industry experience, including 23 years with Edward Jones. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Fessler is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as a high school football coach for Silver Falls School District in Silverton, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Geoffrey Creighton is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Portland, Oregon area. He specializes in investment planning for retirement and works with a team of dedicated specialists to help clients achieve their financial objectives and provide exceptional service. Geoffrey focuses on legacy planning, liquidity management, managing new wealth, and retirement income. He has more than 14 years of experience advising clients through multiple and complex market cycles. His investment philosophy centers on minimizing risk while generating consistent total return for clients, using a defined process that employs time-tested, results-oriented strategies. Geoffrey holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Asset Management Specialist™ (AAMS®) designation, and the Personal Investment Advisor (PIA) designation. Geoffrey earned a Bachelor's degree from Oregon State University with a concentration in Finance. An Oregon native, he lives in Portland and participates in local charitable events. His personal interests include adventure sports, basketball, biking, golfing, hiking, reading, running, skiing, spending time with family, and traveling.

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to both affiliated and third-party managers.

Tyler Andrews is a CFP® with nine years of experience in financial advising. He is currently with Cetera and has previously worked at ClearFP Securities, Lion Street Advisors, and Woodbury Financial Services. In addition to his advisory role, he is involved in insurance sales and provides insurance services through affiliated businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Donald Westlund is a financial advisor with Robert Baird & Co. in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. Robert Baird & Co.’s DDK Group, where Westlund works, serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

Raquel Hazen is a Series 66-licensed financial advisor with Merrill, based in Portland, OR, and has two years of industry experience. She has worked at Merrill since 2021 and at Bank of America since 2024. Outside of her advisory role, she is a registered agent for an eCommerce business managed by her partner. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Brent Usher is a CFP®-certified financial advisor with Ameriprise in Portland, OR, with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2012. Outside of his advisory role, he serves as Vice President of Gojisan LLC, a financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bret Reiner is a financial advisor with Edward Jones in West Linn, OR, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. 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.

Mitchell Rask is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 credential and over 27 years of industry experience. He previously worked at Wells Fargo Advisors for five years and has owned Rask Enterprises, LLC since 1993. Outside of advisory services, he owns a business called Pala Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.

Michael Arthur is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Ameriprise in 2019. Outside of his advisory role, he serves on the Board of Directors for the Portland Rotary Charitable Trust and Friends of Crater Lake National Park. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryson Urie is a financial advisor with Cambridge Investment Research Advisors in Tigard, OR, holding CFP®, Series 65, and Series 63 designations and has 12 years of industry experience. His prior work includes roles at Principal Securities Inc., Union Financial, Tyson Deering Wilson Financial Services, and Principal Life Insurance Company. Outside of his advisor role, he is also an independent insurance agent offering risk products to clients. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Michael Smelser is the Market Leader for the Oregon and Idaho markets at Fidelity Investments, a role he has held since 2021. In this capacity, he oversees market operations and works to deliver a comprehensive financial planning experience. His career in financial services spans over two decades, beginning as a Senior Financial Planner at Wunch Financial Services in 1998. He has held various roles including Financial Consultant positions at Charles Schwab and RBC Dain Rauscher, and multiple leadership positions at Fidelity Investments, progressing from Investment Representative to Vice President and Branch Leader prior to his current role. Further details about his education, credentials, and personal interests are not provided.

Robert Kays is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at SCF Investment Advisors and SCF Securities from 2020 to 2024, and Kms Financial Services for 27 years. He is also involved with Risk Management Insurance Services, an insurance agency he has been associated with since 1985. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Skylar Koon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses, and has 16 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial from 2012 to 2019. Outside of his advisory role, he owns Skyberdyne Systems, LLC, an entity used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment managers.

Eric Holm is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Additionally, he has been associated with Entex Information Services since 1995. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Joshua Stevens is a financial advisor with Merrill Lynch Wealth Management, based in the Lake Oswego area. He focuses on serving individuals and families by simplifying their financial lives, creating goals-based plans, and assisting in building and preserving wealth. He aims to be a trusted resource for clients, addressing not only investments and market considerations but also all significant financial decisions. Prior to his financial advisory career, Joshua spent five years working as a firefighter and EMT in Southern Oregon. He pursued higher education during this time, earning an associate's degree from Rogue Community College. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his expertise in retirement planning and investment advising. Outside of work, Joshua enjoys fishing, following the Portland Trail Blazers, collecting sports cards, and spending time in his hometown of Grants Pass, Oregon. He is also affiliated with the Oregon Department of Fish and Wildlife.