Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.

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 in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

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.

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 19 years of industry experience. He has been with Cross Financial Advisors since 2017 and has also been associated with LPL Financial since 2008. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to a wide range of clients including individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with both in-house and third-party management, offering discretionary and non-discretionary portfolio management along with tax-related consulting and financial planning.

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. in Newburg, OR, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Calton & Associates since 2019. Prior to his current role, he was with Mac Eghlidi Insurance and Chartwell Financial Advisory, Inc. He is also a licensed insurance producer, connecting clients with life and long-term care insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance.

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 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.

Michelle Drewry is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Iron Horse Financial Group. Outside of advising, she provides personal support services to family members with disabilities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory solutions through multiple program models with oversight from platforms such as Envestnet and Ladenburg Thalmann.

V Wallace III is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Key Investment Services LLC and has previously worked at Arete Wealth Strategists, Axiom Wealth Strategies, and Crown Wealth Management. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, working closely with affiliated banking and capital markets entities.

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 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.

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, currently serving as an advisor at Cambridge Investment Research Advisors since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with various insurance carriers since 2001. Outside of financial advising, she is involved in agriculture as a farm owner and serves on the boards of the Yamhill County 4-H Advisory Council and the Oregon Pork Producers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

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.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

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 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.

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® professional with 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 who holds a Series 66 credential and has 19 years of industry experience. His career includes roles at Cetera Advisors LLC, Cascadia Wealth Management, and Altech Financial Services. Outside of advisory work, he serves as a bishop for his local congregation, overseeing records and finances. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

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.

Kermit Knight is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2017, following his start at Wells Fargo Bank NA in 2016. 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. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.