John Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and Fairbanks Capital. Outside of advising, he is the owner of Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm employs a long-term investment process using both fundamental and technical analysis and offers diverse portfolio implementation options, including direct securities and third-party managers.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. based in Seaside, Oregon, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he served 20 years in the United States Coast Guard. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of advisory services. The firm employs in-house model portfolios across various risk profiles and allows advisors to utilize a mix of investment strategies and third-party managers.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

David Pullin is a CFP® professional with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Canyon Financial Group, where he has worked since 2007. He holds Series 63 and Series 65 licenses and operates out of Seaside, Oregon. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Rachel French is a Series 66-registered financial advisor with Thrivent Investment Management, where she has worked since 2019. She has five years of industry experience, including prior service in the United States Coast Guard. French serves as secretary for 100 Women of Clatsop County, a local organization that supports nonprofits through pooled donations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without asset management or implementation services.

Jamey Hendricks is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked for Darreld Hutchins, CFP Wealth Management from 2015 to 2022. He is also the owner of Fiscal Fitness by Jamey Rae, a financial planning and advisory business based in Astoria, Oregon. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports a broad client base, including high-net-worth individuals and organizations.

Lisa Wise is a financial advisor with Wells Fargo Clearing in Hillsboro, OR. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Miller is a Series 66-credentialed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Mark Hedeen is a financial advisor with Raymond James Financial in Astoria, OR, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Raymond James Financial Services since 1991 and has served as a power of attorney and personal representative since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through a broad range of advisory programs.

Brian Zartner is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2017 and previously worked at The Boeing Company for 33 years. He holds the Series 66 designation. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Constance Waisanen is a financial advisor with Thrivent Investment Management in Astoria, OR, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she is an artist who sells her work through galleries and exhibitions and is active in several local nonprofit organizations, including serving as a board member for a Lutheran hospital and vice president of a philanthropic women’s group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without discretionary trading authority. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Savannah Hawkins Montiel is a financial advisor at Edward Jones in Astoria, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various roles across multiple companies from 2018 to 2023. 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 large network of advisors and branch offices nationwide.