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 at Headwater Investment Consulting, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Headwater Investment Consulting since 2015. 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 provides fee-only investment management and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a systematic, top-down macroeconomic investment approach with broadly diversified global equity and fixed-income allocations, primarily using mutual funds and ETFs.

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 a Series 65 designation and one year of industry experience. Prior to joining Headwater, she has held roles in real estate sales and service, currently working as a real estate agent with Silver Key Real Estate and involved in market research and transaction management. She also has experience in photography and education. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, and various types of organizations. The firm uses a diversified global equity and fixed-income approach combined with a systematic macroeconomic framework to manage portfolios primarily through mutual funds and ETFs.

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. Outside of advising, he is a co-owner of Tributary Properties LLC, a real estate holding company in McMinnville, Oregon. 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 top-down macroeconomic framework to guide portfolio management, primarily using mutual funds and ETFs.

Patrick Eghlidi is a financial advisor at Calton & Associates, Inc. with six years of industry experience. He holds Series 63 and Series 65 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 serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic approaches.

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.

Alyssa Molan is a financial advisor at Mariner Wealth in McMinnville, OR, holding a Series 65 designation. She has been with Mariner Wealth since 2022 and previously worked at Cascadia Wealth Management, Oregon Beverage Services, Physiq Fitness, and Cascade High School. Mariner Wealth is a large, multi-advisor firm managing approximately $98.6 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, and family-office style administration, utilizing both active and passive investment strategies supported by an in-house investment team and third-party managers.

Paul Queenan is a financial advisor at Mariner Wealth in Mc Minnville, OR, holding a Series 65 designation. He has been with Mariner Wealth since 2024 and has a background that includes working at Ohio State University and Sycamore Community Schools. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a comprehensive range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

V Wallace III is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Crown Wealth Management, Axiom Wealth Strategies, and Arete Wealth Strategists. Key Investment Services LLC provides wrap-fee advisory programs and model-driven investment options to a wide range of clients, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and offers services such as model portfolio programs, separately managed accounts, and unified managed accounts.

Rebecca Farrish is a CFP®-certified financial advisor with three years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Cascadia Wealth Management and Umqua Bank. Outside of her advisory role, she serves as treasurer for Hopewell Community Church in Salem, Oregon. Mariner Wealth Advisors is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering a wide range of investment management, financial planning, tax, and family office services.

Wyatt Smith is a financial advisor at Mariner Wealth with a Series 65 designation and one year of industry experience. Prior to joining Mariner Wealth, he spent eight years at Hazenberg Dairy Farms and has held roles at Linfield University, where he currently serves as an assistant football coach. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with third-party managers to offer a range of active and passive investment strategies alongside coordinated tax and family office services.

Eric Adler is a financial advisor at Mariner Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cascadia Advisory Services, Cetera Advisors, and Financial Benefits Resources. Outside of his advisory role, Adler is a partner in Squirrel Group LLC and serves as an instructor at Portland Community College. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines an in-house investment team with access to third-party managers, offering a range of active and passive investment strategies alongside coordinated tax and family office services.

Kip Mechals is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors, and Cascadia Wealth Management. Outside of advisory work, he teaches retirement preparation workshops through FMT Retirement Workshops. Mariner Wealth Advisors is a national wealth management firm serving individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a combination of active and passive strategies supported by an in-house investment team and third-party managers.

Austin Lyda is a financial advisor with LPL Financial in Newberg, Oregon. He holds the Series 66 designation and has been with LPL Financial since 2021. Prior to joining the firm, his background includes work in farming and a short-term role with a local service business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates customized advisory arrangements alongside brokerage services.

Malissa Reints is a Series 66-licensed financial advisor at Edward Jones in Newberg, Oregon, with 12 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 colleague. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Jacob Mabry is a Series 66-licensed financial advisor at Edward Jones in Mc Minnville, OR, with one year of industry experience. Prior to joining Edward Jones, he worked as an independent contractor and spent eight years with Wineshipping. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Blake is a CFP® and ChFC® with 24 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is involved in agricultural activities as the owner of RJK Swine Blake Family 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 individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Scott Winter is a financial advisor at LPL Financial with 22 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 66 licenses. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product services.

Caeli Cavanagh is a Series 66-licensed financial advisor with LPL Enterprise, based in Newberg, OR. She joined LPL Enterprise in 2025 and has experience as a business owner of Alfadans Equestrian Arts since 2018. Cavanagh also serves as a board member for the nonprofit USIHC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model-based portfolio advice and a broad set of securities and insurance products.

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 CFP®-certified financial advisor with Edward Jones, based in Newberg, OR. He has six years of industry experience and has been with Edward Jones since 2018. Outside of his advisory role, Brydon has been involved with the North Beach School District since 2019. 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, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Kevin Gebhart is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved with managing his family's timeshare vacation rental in Pacific City, Oregon. 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, 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 at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been 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 individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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 several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Michael Standridge is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Edward Jones in Mc Minnville, OR, where he has worked since 2017, aside from a brief period with Raymond James Financial Services in 2022. Prior to his financial services career, he held roles at Commvault Inc and Dell. 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 operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

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.

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 at Thrivent Investment Management with Series 63, 65, and 66 designations and one year of experience in the industry. Prior to joining Thrivent, she worked at State Farm for one year and had periods of unemployment between 2011 and 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Eric Evans is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at Cascadia Advisory Services, Evans Insurance Agency, and Altech Financial Services. Outside of his advisory work, he serves as a bishop for The Church of Jesus Christ of Latter-day Saints, overseeing local congregation operations and finances. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by affiliated model portfolios and multiple program structures.

Kristin Meyer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at PT Northwest for seven years. 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, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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, Oregon, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. In addition to 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.