Arthur Brunson is a CFP® with 15 years of industry experience and the sole advisor at ADB Capital Management, LLC in Eugene, OR. He has led the firm since 2005. ADB Capital Management, LLC provides fee-only wealth management and retirement plan advisory services to individuals, families, trusts, estates, and employer plan sponsors. The firm emphasizes risk-managed, absolute-return investment strategies and offers pension consulting services including plan design, vendor management, and fiduciary support under ERISA.

Robert Severdia is a CFP® professional with 14 years of experience in financial advising. He is the principal of Nest Financial Planning, LLC in Hood River, OR, where he has worked since 2022. Prior to founding his firm, he held roles at Cross Financial Advisors, LLC and LPL Financial LLC. Nest Financial Planning provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm emphasizes individualized investment policies and asset allocation, favoring passive management through index mutual funds and ETFs, and offers participant education and workshops as part of its employee benefit plan services.

A. Jenkins is a CFA® charterholder with 10 years of experience in the financial industry. They have been with Trimaran Capital since 2016. Trimaran Capital provides discretionary and non-discretionary portfolio management and pension consulting to individuals, families, trusts, retirement accounts, foundations, non-profits, and religious organizations. The firm uses a fundamental analysis-driven investment process complemented by technical analysis, managing tailored portfolios that may include equities, fixed income, ETFs, mutual funds, REITs, ADRs, and select alternatives.

Eric Albertson is a financial advisor at Viento Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Slalom Consulting and North Highland Consulting. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across a range of account types. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-focused exclusionary screens, including minimizing fossil-fuel exposure, in its discretionary investment approach.

Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.

Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.

James Williams II is a financial advisor at Crown Point Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and J.P. Morgan Securities. Outside of his advisory role, he is involved in hospitality through ownership of a short-term rental property in Rockaway Beach, Oregon. Crown Point Wealth Advisors provides investment management, financial planning, and retirement plan consulting for individuals, trusts, charitable organizations, and corporations. The firm customizes portfolios using asset allocation and diversification strategies, offers fiduciary oversight including quarterly reviews, and utilizes sub-advisors as part of its discretionary management approach.

Ronald Colson is a CFP® professional with 27 years of industry experience. He has led Colson Financial Group, Inc. since 1991 and is currently affiliated with Viento Financial Group, LLC in Hood River, OR. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across about 73 client relationships. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-oriented screens to minimize exposure to fossil fuels and other specified industries.

David Roth is a financial advisor with Cooper McManus in White Salmon, WA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and Edward Jones. Roth also works as an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process using fundamental analysis and a range of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Matthew Hanson is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Proactive Financial Management since 2007. Hanson also serves as vice president and treasurer of Columbia Gorge Wealth Advisors LLC and treasurer of the White Salmon Sterling Estates HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and model portfolios.

William Whidden is a CFP® professional with 33 years of industry experience. He has worked at Geneos Wealth Management, Inc. since 2004 and has been involved with Pro Active Financial Management since 1995. Outside of advising, he serves as president of Columbia Gorge Wealth Advisors LLC and as secretary of the San Juan Fairway HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, employing a range of investment strategies from long-term buy-and-hold to tactical approaches, combined with continuous account monitoring and discretionary trading authority.

John Mendola is a financial advisor with Kovack Advisors, Inc. in Hood River, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Mendola is also involved in fixed insurance sales as an insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and provides financial planning along with third-party asset manager recommendations.

Bryan Brumley is a CFP® with 17 years of experience in the financial services industry. He is currently with Cooper McManus and has prior experience at Cambridge Investment Research, Inc. and Securities America Advisors. Outside of his advisory role, he owns Fair Planet Advisors and operates as an independent insurance agent through his own LLC. Cooper McManus offers investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process that combines fundamental analysis with a variety of strategies and asset classes, serving clients with discretionary portfolio management and consulting services.

Patricia Gooch is a financial advisor at Northside Capital Management LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LVS Capital Management since 2001. Northside Capital Management provides discretionary and non-discretionary investment management and portfolio structuring for high-net-worth individuals, trusts, family offices, foundations, and taxable institutions. The firm emphasizes tax efficiency, diversified asset allocation, and combines qualitative and quantitative manager selection with institutional reporting and operational infrastructure.

Jason Smith is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following tenures at Buckingham Strategic Wealth, LLC and Hausman Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, and it offers a broad range of financial and consulting services.

Dallas Bates is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and Clackamas Federal Credit Union. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm utilizes non-discretionary, model-based wrap programs and partners with third-party managers to implement investment strategies.

Kraig Kerr is a CFP®-certified financial advisor with 35 years of industry experience, currently with D.A. Davidson & Co. since 2015. He is based in Hood River, Oregon. Outside of advising, he is involved in managing rental property partnerships with family members. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for clients with assets exceeding $20 million.

Brendan Kerr is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 credential and has worked at D.A. Davidson since 2021. Outside of finance, he serves as acting president of The Slider Project, LLC, a local organization that coordinates moving recreational sliders for public use. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Karen Smith is a CFP® with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC and Hausman Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Scelena Russell is a financial advisor at Edelman Financial Engines with 10 years of industry experience. She holds a Series 66 designation and previously worked at M Holdings Securities, Inc. from 2015 to 2024 before joining her current firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through advisor-led and online platforms.

Kelly Comstock is a financial advisor at Edward Jones with Series 66 credentials and two years of experience in the industry. Prior to joining Edward Jones, Comstock worked at Insitu Inc. for eight years and Truck Source Inc. for one year. Outside of advising, Comstock maintains a personal eBay account selling 3D printed parts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large network of financial advisors and branch offices nationwide.

Douglas Comstock is a financial advisor at Edward Jones in Bingen, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and oversees property management businesses in Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Branden Buel is a financial advisor with Edward Jones in Hood River, OR, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2012. Buel serves as Vice President of the Hood River County Sheriffs Office Foundation and is a board member of the Gorge Community Foundation, participating in decisions on endowments and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Donald Alderman is a financial advisor with Ameriprise in White Salmon, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations that support income planning and Social Security strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jed Cohen is a financial advisor with Morgan Stanley in White Salmon, Washington, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Cohen is a partner in a landscaping company and owns an investment business, Avondale Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through various advisory programs. The firm emphasizes financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Peter Kotkas is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Wells Fargo Advisors Financial Network LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Jan Schneider is a financial advisor with Edward Jones in Bingen, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in operating franchise restaurants, including ownership and management duties at Tropical Smoothie Cafe locations. Schneider’s background also includes positions at Collins Aerospace and ArgenTech Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide advisor network. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities beyond traditional advisory services.

Lee Mc Pherson is a financial advisor with Edward Jones in Hood River, OR, holding CFP® and Series 66 credentials with six years of industry experience. He has been with Edward Jones since 2019 and is also the owner of Mt Eden Organics Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Schock is a financial advisor with Morgan Stanley in Hood River, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as President of the Hood River Library Foundation and is involved as a committee member with the Port of Hood River and a member of the WACOMA Toastmasters. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes utilizing firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Molly Searcy is a financial advisor with Edward Jones in Hood River, OR, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Caliber Home Loans for seven years. She serves as a board member and member-at-large for Hood River Adopt A Dog, a local animal shelter where she assists with volunteer coordination, fundraising, and event planning. 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 solutions supported by a nationwide network of over 23,700 financial advisors and operates under a fiduciary standard.

James Frakes is a financial advisor with Edward Jones in Bingen, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Carbon Consultants DBA Zepher Inc. for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Robert Dwyer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1996. He specializes in assisting high-net-worth individuals and families in coordinating, organizing, and simplifying their complex financial lives. His approach involves developing customized planning strategies tailored to each family's financial objectives, including concentrated stock positions, philanthropic planning, and alternative investments. With 28 years of experience in the financial services industry, Robert has also served as a national coach, training new financial advisors from 2001 to 2006. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Excelsior College. Outside of his professional work, Robert enjoys traveling with his family to the Pacific Northwest and Costa Rica, where they participate in activities such as surfing, mountain biking, and fly fishing. He has been involved in community organizations, serving as Vice President of the Peace River Athletic Club from 2009 to 2013, President of the Peace River Botanical and Sculpture Gardens from 2012 to 2016, and President of the Punta Gorda Soccer Club from 2004 to 2006.