Andrew Kangas is the sole advisor at Columbia Wealth Advisors LLC in Scappoose, OR, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Realta Equities, Inc. and KMS Financial Services, Inc. Outside of his financial advisory work, Kangas is active as a musician, performing at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit organizations. The firm provides discretionary account management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, while coordinating estate planning and maintaining licensure to sell insurance products.

Joyce Pereira is a Series 65 licensed advisor with 16 years of industry experience. She has worked at Wealthcare Advisory Partners LLC since 2022 and previously spent 14 years at Sommers Financial Management. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and incorporates both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

James Ryan is a financial advisor at CreativeOne Wealth, LLC, holding Series 65 and Series 66 designations with four years of industry experience. He has worked at Schultz Financial Services, Inc., U.S. Bank, and Edward Jones. Ryan also provides investment advisory services as a junior financial planner at Schultz Financial Services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Jeffrey Schultz is a CFP® with 27 years of industry experience, currently serving at Creativeone Wealth, LLC. He has held roles at Change Path LLC since 2017 and has operated Schultz Financial Services since 2013. Outside of his advisory work, he is involved with CCPOD, LLC, a property leasing business for food cart entrepreneurs. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, and options.

Blaine Butcher is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Sommers Financial Management, Victory Capital Advisers, and Edward Jones among others. He has held roles both within financial services and in educational organizations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary software and behavioral economics, using a combination of passive and active investment strategies supported by quantitative metrics.

Neal Rodman is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2009. In addition to his advisory role, Rodman has worked for the Kalama School District since 1985. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through various models, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Stuart Eggertsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Reynolds American for 11 years. He is based in Ridgefield, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides 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.

Kyle Kirsch is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Kirsch is a board member of Columbia County Christian School in Warren, OR, contributing to the oversight of the school’s goals and operations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Yates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes two years with Wells Fargo Advisors and over a decade associated with Onpoint Community Credit Union, where he is involved in offering non-deposit investment products to credit union members. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Kale Young is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC, and has a varied background including roles in aviation and adventure services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Christopher Burmeister is a CFP® with five years of industry experience, currently advising at Edward Jones in Vancouver, WA since 2021. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Fam Hospitality Group and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Hailey Iverson is a financial advisor at Edward Jones with 7 years of industry experience. She holds the ChFC® designation and the Series 66 license. Iverson has been with Edward Jones since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Dunmire is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2018. Prior to that, he was unemployed from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

Eric Lucescu is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 2014. Outside of his advisory role, he is the president of Rolling Hills Investments LLC, an active business based in Ridgefield, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

Sojourn Breneiser is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Breneiser held roles at EssilorLuxottica, Alpine Motors, Visoneering Technologies, and Essilor Laboratories of America. 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 and offers a range of advisory and investment solutions through a large national network of advisors and branch offices.

Brian Strom is a financial advisor with Edward Jones in St Helens, Oregon, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Dunn is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. His career includes roles at Fibre Federal Credit Union, CUNA Brokerage Services, and Cuna Mutual Group. He is also the owner of DRPL LLC, a business entity established for tax and investment purposes. 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, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and technology tools.

Bethany Lokken is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles within educational and religious organizations, including the St Helens School District and the Archdiocese of Portland. She is involved with the Columbia City PTO as secretary, where she helps plan and run school events and manages meeting communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other services under a fiduciary standard.

Lisa Galovich is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Mood is a financial advisor with Edward Jones in St. Helens, OR, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he manages an Airbnb property in St. Helens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.