Jaswant Shaw is a financial advisor with EISRC in Newberg, Oregon, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Blue Cross Blue Shield (BCBS) since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw is a senior enterprise architect specializing in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and institutional clients, including corporate pension and government entities. The firm employs both low-cost, age- and risk-appropriate index fund portfolios and actively managed portfolios guided by proprietary research and software models, with an emphasis on quantitative tools and risk controls.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

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.

Kari Billette is a financial advisor at Cross Financial Advisors with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial and Lyda Financial. Outside of her advisory work, she co-owns a concrete construction business, where she handles administrative tasks several hours per month. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors, offering investment management, financial planning, and consulting services. The firm employs diversified strategic and tactical asset-allocation strategies and manages client accounts primarily on a discretionary basis across multiple LPL-sponsored platform programs.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with four years of industry experience. She holds a Series 65 credential and has previously worked at Linfield College for 17 years and is involved with R. Stuart Winery. Headwater Investment Consulting, Inc. provides fee-only investment management and financial planning services to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages a diversified portfolio of global equities and fixed income, employing mutual funds and ETFs with options for tax-managed and environmentally sustainable investments, and uses a discretionary management approach guided by written investment policy statements.

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.

Joshua Simpson is a ChFC® credentialed advisor at Illumination Wealth Management with one year of industry experience. Prior to joining Illumination, he worked at Price Financial Group and Bain Wealth Management. Outside of his financial advisory roles, he has been involved as a lacrosse official since 2018. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a long-term, values-linked planning approach using model portfolios with ETFs, mutual funds, and individual securities, and offers integrated financial life management alongside pension consulting and business-owner exit planning.

Kevin Richman is an advisor at C2 Private Wealth with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked at Column Software Inc. for five years, the Organization of Economic Coordination and Development for three years, and the General Services Administration for two years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines financial planning, discretionary portfolio management, insurance implementation, and tax and estate coordination, using risk-and-scenario analysis to align investment decisions with clients' retirement objectives.

Jerald Lyda is a financial advisor with Cross Financial Advisors in Newberg, OR, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at LPL Financial since 2008 and joined Cross Financial Advisors in 2017. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors by providing investment management, financial planning, consulting, and retirement-plan services. The firm employs diversified strategic and tactical asset-allocation strategies across various asset classes and manages client accounts primarily on a discretionary basis through a broad range of LPL-sponsored platform programs.

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.

Patrick Eghlidi is a financial advisor at Calton & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mac Eghlidi Insurance and Chartwell Financial Advisory, Inc. In addition to his advisory role, he is a licensed insurance producer connecting clients with life and long-term care insurance products. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical approaches and third-party money managers through proprietary platforms.

Jason Stewart is a financial advisor at Independent Solutions Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Blackridge Asset Management, LLC and Peak Brokerage Services, LLC. Outside of his advisory role, Stewart owns and operates HealthcarePDX.com, a health insurance consulting and sales business. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs a strategic asset allocation and manager selection process across diversified risk profiles.

Steve Johnson is a CFP® with 41 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1982. He also has a long-standing affiliation with Penn Mutual Life Insurance Company. Outside of his advisory work, Johnson owns a commercial fishing business and serves as a board member of the Pacific City Dorymens Association, a charitable organization. Hornor, Townsend & Kent provides financial advisory and broker-dealer services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored financial planning and investment strategies through a combination of in-house and third-party asset managers.

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.

Michelle Drewry is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. She previously worked at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, and Iron Horse Financial Group. Outside of advising, she provides personal support services for family members with disabilities. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis alongside platform relationships and affiliated managers.

V Wallace III is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Crown Wealth Management and Axiom Wealth Strategies. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider platform with discretionary implementation, offering multiple wrap programs and integrating services from KeyCorp affiliates.

Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.

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 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2021. Prior to that, he was affiliated with Cascadia Advisory Services, Cetera Advisors, and Cascadia Wealth Management. Outside of his advisory role, he teaches retirement preparation workshops through FMT Retirement Workshops. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its size.

Malissa Reints is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is temporarily renting a room in her home to a fellow Edward Jones advisor and friend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated capabilities beyond advisory 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.

Jennifer Blake is a CFP® and ChFC® with 25 years of industry experience. She is currently an advisor at Cambridge Investment Research Advisors and previously worked at Sagepoint Financial for 14 years. Outside of her financial advisory role, she is involved in agricultural activities and serves on the boards of the Yamhill County 4-H Advisory Council and the Oregon Pork Producers. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Scott Winter is a financial advisor with LPL Financial in Dundee, OR, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions including model portfolios and third-party asset management access.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has been with LPL Enterprise since 2025. Outside of her advisory role, she owns Alfadans Equestrian Arts and serves as a board member for the nonprofit USIHC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

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.

Joel Brydon is a Certified Financial Planner (CFP®) with seven years of industry experience, currently affiliated with Edward Jones in Newberg, Oregon. His work history includes positions at Edward Jones since 2018 and roles outside the financial sector, including at North Beach School District and United Package Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Heath Cornick is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he teaches community education classes on finance, retirement, and investing at Portland Community College. 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 managed solutions, separately managed accounts, and affiliated mutual funds, 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 four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Enterprise Holdings Inc and held various other positions in the financial and service sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Standridge is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked 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. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

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.

William Frey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a family farm in Newberg, Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions.

Trevor Hoskinson is a CFP®-certified financial advisor with 20 years of experience, all of which have been with Edward Jones since 2006. He holds a Series 66 license and is based in Newberg, 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Neil Kopplin is a financial advisor with Edward Jones in Newberg, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Park Avenue Securities/Guardian Life Insurance Company and has entrepreneurial experience with Control State Solutions and Vinum Importing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of 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.

Gladys Allam is a financial advisor with Thrivent Investment Management in Newberg, Oregon, holding Series 63, 65, and 66 credentials and 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2026, with prior experience at State Farm and periods outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics without managing client accounts directly.

Eric Evans is a financial advisor with Cetera in Newberg, OR, holding a Series 66 license and bringing 20 years of industry experience. He has worked with several firms including Edward Jones, Cascadia Wealth Management, and his own Evans Insurance Agency. Outside of his advisory role, Evans serves as a bishop for a local congregation of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

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 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Investments and PRUCO Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Kermit Knight is a financial advisor with Wells Fargo Clearing Services LLC in Newberg, OR, holding Series 63 and Series 66 designations and having 9 years of industry experience. He has worked at Wells Fargo Clearing Services since 2017 and has been with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Michael Boock is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides fiduciary services, including tax-efficient solutions and access to affiliated investment products.