Thomas Sherwood is a financial advisor with Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bernards & Associates, CPAs, PC, and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of a real estate holding company, Tributary Properties LLC. Headwater Investment Consulting, Inc. provides fee-only investment management and financial planning to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers broadly diversified global equity and fixed-income portfolios with periodic rebalancing and tactical allocations based on macroeconomic analysis.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.

Matthew Dressel is a financial advisor at Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 65 designation with three years of industry experience. Prior to joining Headwater, he spent ten years at Linfield University. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a systematic, top-down macroeconomic framework to guide portfolio management.

Jessica Couser is a financial advisor at Headwater Investment Consulting, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Headwater, she has worked in real estate and photography, including roles as a real estate agent with Silver Key Real Estate and as owner of Cascade Photography, LLC. She is currently involved in real estate sales and services, assisting clients with property transactions and market research. Headwater Investment Consulting, Inc. provides fee-only investment management and financial planning to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages diversified global equity and fixed-income portfolios using mutual funds and ETFs, employing periodic rebalancing and macroeconomic-driven tactical allocations.

Kevin Chambers is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Headwater Investment Consulting, Inc. since 2015 and has served as a partner since 2026. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting, Inc. is a fee-only firm that provides investment management and financial planning to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages diversified portfolios using mutual funds and ETFs, guided by top-down macroeconomic analysis, and typically manages accounts on a discretionary basis.

Steve Johnson is a CFP® with 40 years of experience at Hornor, Townsend & Kent, LLC, where he has worked since 1982. He also maintains a long-standing relationship with Penn Mutual Life Insurance Company. Outside of financial advising, Johnson owns a commercial salmon fishing business and serves as a board member of the Pacific City Dorymens Association, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Paul Queenan is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he worked at Ohio State University for four years and Sycamore Community Schools for thirteen years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Rebecca Farrish is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Her prior roles include positions at Cascadia Wealth Management and Umqua Bank. She serves as treasurer of Hopewell Community Church in Salem, Oregon. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party managers and provides a range of strategies and administrative solutions, including integrated tax services and a financial wellness platform for employer clients.

Wyatt Smith is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Prior to joining Mariner, he worked at Linfield University and Hazenberg Dairy Farms. He also serves as an assistant football coach at Linfield University, assisting with coaching the quarterbacks. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting services uncommon for a firm of its size.

Kip Mechals is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors, and Cascadia Wealth Management. He also teaches retirement preparation workshops through FMT Retirement Workshops in McMinnville, OR. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by an internal investment team and provides integrated tax, accounting, and family office services.

Jacob Mabry is a Series 66 licensed financial advisor with one year of experience, currently with Edward Jones in McMinnville, OR. Prior to joining Edward Jones, he worked as an independent contractor and spent eight years at Wineshipping. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Winter is a financial advisor with LPL Financial in Dundee, Oregon, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by internal and third-party research.

Kristine Brill is a financial advisor with Edward Jones in McMinnville, Oregon, holding Series 63 and Series 66 licenses and having 43 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1982. Outside of her advisory role, she is involved as a general partner in family limited partnerships that own rental and vacation properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm operates a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Gebhart is a financial advisor at Edward Jones in McMinnville, Oregon, with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, his family maintains a timeshare vacation rental in Pacific City, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michelle Bechtold is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation. She has worked with Edward Jones since 2018 and previously was employed by the Newberg School District from 2013 to 2018. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Luca Queirolo is a financial advisor at Edward Jones in McMinnville, OR, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Enterprise Holdings Inc and GoWireless Inc, among other positions. He attended Willamette University as a full-time student from 2016 to 2020. 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, maintains a large nationwide network of advisors and branches, and provides affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Standridge is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Edward Jones and Raymond James Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Lauren Gebhart is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked previously at Grand Canyon University and the Winderlea Winery Tasting Room. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kyle Abeln is a Series 66-licensed financial advisor with Edward Jones, based in McMinnville, Oregon. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns an office rental business in Forest Grove, Oregon. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various investment strategies, including both discretionary and non-discretionary fee-based solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Brian Van Hoy is a financial advisor with Fisher Investments who holds a Series 65 designation and has 15 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kristin Meyer is a financial advisor with Edward Jones in McMinnville, Oregon, holding a Series 66 designation and four years of industry experience. She previously worked at PT Northwest for seven years before joining Edward Jones in 2022. Meyer is the founder of the Women's Investing Network, a collective that hosts monthly events to promote female business owners in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients with a nationwide network of financial advisors and branch offices.

Donald Turk is a financial advisor with Wells Fargo Clearing in Dundee, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bethany Abeln is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside her advisory role, she is a partner in a Family Limited Partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches, with assets under management exceeding $1 trillion.