BY NAME:

• Jody Duncan, CFP®
• Larry R. Glaze, CPA, CFP ®
• Dale W. Hadley, CFP ®
• Larry T. Hanslits, CFP ®
• Jim Hurley, Affiliate
• Ronald W. Kelemen, CFP ®
• Fred King, CFP ®
• Scott L. Maxwell, CFP ®
• Chyrle Pinkerton, CFP ®
• Ron E. Powne, CFP ® , CLTC
• Michael O. Somers, CFP ®
• Thomas P. Timberg, CFP ®
• Mark W. Vermillion, CFP ®
• Justin Waller, CFP ®
• Mary Yaeger Way, CFP ®
• Susan S. Yang, CPA, PFS
• Greg S. Young, CPA
• Hank Zewald, Affiliate

BY LOCATION:

Portland, Oregon (HEADQUARTERS)

• Jody Duncan, CFP ®
• Dale W. Hadley, CFP ®
• Fred King, CFP ®
• Scott L. Maxwell, CFP ®
• Michael O. Somers, CFP ®
• Susan S. Yang, CPA, PFS
• Hank Zewald, Affiliate

Beaverton, Oregon

• Greg S. Young, CPA

Boise, Idaho

• Chyrle Pinkerton, CFP ®

Grants Pass, Oregon

• Jim Hurley, Advisor Affiliate

Hillsboro, Oregon

• Ron E. Powne, CFP ® , CLTC

Lake Oswego, Oregon

• Thomas P. Timberg, CFP ®

North Salem, Oregon

• Larry R. Glaze, CPA, CFP ®
• Mark W. Vermillion, CFP ®

Folsom, CA

• Justin Waller, CFP ®

Salem, Oregon

• Larry T. Hanslits, CFP ®
• Ronald W. Kelemen, CFP ®
• Mary Yaeger Way, CFP ®