Arthur Brunson is a CFP® with 15 years of industry experience and is the sole advisor at ADB Capital Management, LLC. He has been with the firm since 2005, offering financial planning and wealth management services. ADB Capital Management is a fee-only independent advisor serving individuals, families, trusts, estates, and employer retirement plans. The firm emphasizes risk-managed absolute returns through a combination of fundamental analysis, Modern Portfolio Theory, tactical asset allocation, and value strategies, while providing discretionary portfolio management and ERISA-aware consulting for retirement plan clients.

Robert Severdia Jr. is a CFP® professional with 15 years of industry experience. He is the principal advisor at Nest Financial Planning, LLC, a firm he joined in 2022 after working at Cross Financial Advisors, LLC and LPL Financial. Nest Financial Planning, LLC provides discretionary investment management and financial planning services to individuals and employer plan sponsors, serving both high-net-worth and non-HNW clients. The firm uses asset allocation strategies guided by Modern Portfolio Theory, primarily employing passive funds, and offers employee benefit plan advisory services including participant education and group workshops.

Eric Albertson is a Series 65-licensed financial advisor at Viento Financial Group, LLC with two years of industry experience. Prior to joining Viento Financial Group, he worked at Slalom Consulting for eight years. Viento Financial Group, LLC is a two-advisor firm managing approximately $50.8 million for around 83 clients, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and other institutions. The firm uses a suitability-driven process to develop personalized investment policies and applies multiple analytic methods while favoring clean energy and low–carbon businesses through specified industry screens.

Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.

Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.

James Williams II is a financial advisor at Crown Point Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and J.P. Morgan Securities. Outside of advisory work, he owns and manages hospitality and residential rental properties in Oregon. Crown Point Wealth Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individual and institutional clients, including high-net-worth households and various organizational entities. The firm customizes portfolios using diversified allocations and employs fundamental, modern portfolio theory, and cyclical analysis.

Ronald Colson is a CFP® professional with 27 years of industry experience. He has led Colson Financial Group, Inc. since 1991 and is currently affiliated with Viento Financial Group, LLC in Hood River, OR. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across about 73 client relationships. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-oriented screens to minimize exposure to fossil fuels and other specified industries.

David Roth is a financial advisor at Cooper McManus with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Securities America Advisors, and Edward Jones. Roth is also an independent insurance agent with Fair Planet Advisors. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and integrates model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Matthew Hanson is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Proactive Financial Management since 2007. Hanson also serves as vice president and treasurer of Columbia Gorge Wealth Advisors LLC and treasurer of the White Salmon Sterling Estates HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and model portfolios.

William Whidden is a CFP® professional with 33 years of industry experience. He has worked at Geneos Wealth Management, Inc. since 2004 and has been involved with Pro Active Financial Management since 1995. Outside of advising, he serves as president of Columbia Gorge Wealth Advisors LLC and as secretary of the San Juan Fairway HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, employing a range of investment strategies from long-term buy-and-hold to tactical approaches, combined with continuous account monitoring and discretionary trading authority.

John Mendola is a financial advisor with Kovack Advisors, Inc. in Hood River, Oregon. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2007, he worked at Wells Fargo Investments for one year. Outside of his advisory role, Mendola is involved in fixed insurance sales as an insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Bryan Brumley is a CFP® with 17 years of industry experience, currently affiliated with Cooper McManus. He has worked at Cooper McManus and Cambridge Investment Research, Inc., as well as Securities America Advisors. Alongside his advisory role, he owns Fair Planet Advisors and operates as an independent insurance agent through Byran Brumley, LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a fundamentally driven investment process and a broad range of financial instruments to align with client objectives, offering both standalone planning and ongoing asset management services.

A. Jenkins III is a CFA® charterholder with 10 years of industry experience. He has worked at Farther since 2026 and previously spent a decade at Trimaran Capital. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a web and mobile platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios or bespoke allocations with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Jason Smith is a CFP® with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His previous roles include positions at Buckingham Strategic Wealth, LLC, Hausman Advisors, LLC, and Kms Financial Services, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dallas Bates is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Key Investment Services LLC, his work history includes positions at KeyBank and Clackamas Federal Credit Union. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm delivers services through a multi-provider model with discretionary and non-discretionary options, integrating offerings from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Kraig Kerr is a CFP® professional with 35 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2015. He holds Series 63 and Series 65 licenses and is based in Hood River, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management.

Brendan Kerr is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds a Series 66 credential and has previously worked at Cardinal Glass Industries. Outside of his advisory role, he serves as acting president of The Slider Project, LLC, organizing community activities related to recreational water use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients.

Karen Smith is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at Buckingham Strategic Wealth, LLC and Hausman Advisors LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party separate account managers, and private funds.

Scelena Russell is a financial advisor at Edelman Financial Engines with 10 years of industry experience. She holds a Series 66 designation and previously worked at M Holdings Securities, Inc. from 2015 to 2024 before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through advisor-led and online platforms.

Kelly Comstock is a financial advisor with Edward Jones in Bingen, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, Comstock worked for eight years at Insitu Inc. Outside of advising, Comstock maintains a personal eBay account selling 3D printed parts. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Douglas Comstock is a financial advisor at Edward Jones in Bingen, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and oversees property management businesses in Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Branden Buel is a financial advisor with Edward Jones in Hood River, OR, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2012. Buel serves as Vice President of the Hood River County Sheriffs Office Foundation and is a board member of the Gorge Community Foundation, participating in decisions on endowments and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alec Yangos is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at US Cellular and held various roles in retail and education. He is based in Hood River, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Donald Alderman is a financial advisor with Ameriprise in White Salmon, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations that support income planning and Social Security strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jed Cohen is a financial advisor with Morgan Stanley in White Salmon, Washington, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is a partner in a landscaping company and owns an investment business, Avondale Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through various advisory programs. The firm emphasizes financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Peter Kotkas is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Commonwealth Financial Network for five years and Wells Fargo Advisors Financial Network LLC for ten years. His other business activity includes managing a rental real estate property in Pacific City, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary advisory services supported by analytical tools and maintains a municipal advisor affiliation, which is uncommon among large institutional advisors.

Jan Schneider is a financial advisor with Edward Jones in Bingen, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in operating franchise restaurants, including ownership and management duties at Tropical Smoothie Cafe locations. Schneider’s background also includes positions at Collins Aerospace and ArgenTech Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide advisor network. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities beyond traditional advisory services.

Jeffery Adams is a Series 66-licensed advisor at Ameriprise Financial Services with one year of industry experience. His prior work history includes roles at VLinc and Advanced Navigation & Positioning Corporation, as well as involvement with Klickitat County Search and Rescue. 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.

Lee McPherson is a CFP® professional with seven years of experience at Edward Jones in Hood River, OR. He has also been involved with Mt Eden Organics Inc. since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high- and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large national network of advisors and branch offices.

Michael Schock is a financial advisor with Morgan Stanley in Hood River, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as President of the Hood River Library Foundation and is involved as a committee member with the Port of Hood River and a member of the WACOMA Toastmasters. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes utilizing firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Rachel Year Fahrenkrug is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at Ameriprise, having joined in 2025 after six years at Edward Jones and four years at Insitu. She is a co-owner of VBL Financial Group, a business involved in managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Molly Searcy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and worked previously at Caliber Home Loans for seven years. Outside of her advisory role, she serves as a board member and member at large for Hood River Adopt A Dog, a local animal shelter involved in volunteer coordination and fundraising. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large network of financial advisors and branch offices nationwide.

James Frakes is a financial advisor with Edward Jones in Bingen, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Carbon Consultants DBA Zepher Inc. for eight years. 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 offers various advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Robert Dwyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working as a financial advisor since 1996 and has over 28 years of experience in the financial services industry. Robert focuses on assisting high-net-worth individuals and families by coordinating, organizing, and simplifying their complex financial lives. He helps develop customized planning strategies tailored to their individual financial objectives, including concentrated stock positions, philanthropic planning, and alternative investments. Throughout his career, Robert has served as a national coach, training new financial advisors from 2001 to 2006. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Excelsior College. Outside of his professional work, Robert enjoys traveling with his family to destinations such as the Pacific Northwest and Costa Rica, where they engage in surfing, mountain biking, and fly fishing. He has also been involved in community organizations, having served as Vice President of the Peace River Athletic Club (2009-2013), President of the Peace River Botanical and Sculpture Gardens (2012-2016), and President of the Punta Gorda Soccer Club (2004-2006).