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Find Retirement Planners for Retirement Planning in Oregon

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Oregon, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Oregon

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Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

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Greg Bowen

Mariner Wealth Advisors

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

List of Additional Retirement Planners in Oregon*

* Additional advisor listing is provided in partnership with Yext

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Southern Ridge Wealth

10260 SW Greenburg Rd
Suite 1150

Portland, OR 97223
503-293-3751

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Allstate Personal Financial Representative: Christian Schnell

4955 River Rd N

Keizer, OR 97303
503-871-3607

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Taylor Christian Weil

5000 Meadows Rd
Ste 181

Lake Oswego, OR 97035
503-470-0879

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Edward Jones - Financial Advisor: Tanner S Willson

1910 Adams Ave

La Grande, OR 97850
541-963-0519

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Edward Jones - Financial Advisor: Aaron J Thompson

62930 O B Riley Rd
Suite 110 120

Bend, OR 97701
541-550-7150

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Michael Minervini - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-534-3448

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Tyler Armstrong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3423

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TruPoint Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1253

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TRACK Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1254

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Mork Wealth Management - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9205

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Bradford McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3834

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Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
503-297-7118

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Allstate Personal Financial Representative: Teresa Schwab

470 NW Buchanan Ave

Corvallis, OR 97330
541-523-5467

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Marty Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4569

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Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
503-890-1430

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StoneRidge Wealth Management

8625 SW Cascade Avenue
Suite 240

Beaverton, OR 97008
503-352-0188

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Eagle Financial Consulting

10220 Southwest Greenburg Road
Suite 330

Portland, OR 97223
503-718-2261

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Tyson Wood - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7102

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Joseph Ferguson - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1302

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Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6038

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John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5705

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7616

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The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
800-303-5488

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Andrew Mork - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1827

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Sean McGlinn - Morgan Stanley

4800 Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3408

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Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
503-362-5554

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Patsy Burton, CFP - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

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Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Aaron Peters

7421 SW Bridgeport Rd
Suite H-225b

Portland, OR 97224
503-684-4010

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Jim Mead, CFP, CIMA, CEPA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6132

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Capstone Wealth Advisors

2005 Madrona Avenue Southeast

Salem, OR 97302
503-967-1980

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
800-452-0966

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Edward Jones - Financial Advisor: Roger A Lillard

313 NE Hood Ave

Gresham, OR 97030
503-665-9690

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Jeffrey Tinnin - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
503-485-2980

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Allstate Personal Financial Representative: Elizabeth Smith

141 NW 6th St
Ste A

Redmond, OR 97756
541-968-3119

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Edward Jones - Financial Advisor: Chip Hutchings

454 Lancaster Drive Northeast

Salem, OR 97301
503-585-4689

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Yingru Zhou

503-746-9245

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Edward Jones - Financial Advisor: Jared G Cornell

1195 Main St

Sweet Home, OR 97386
541-367-5156

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Morgan Stanley Financial Advisors

276 W Commercial Ave

Coos Bay, OR 97420
541-269-1150

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Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3428

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Edward Jones - Financial Advisor: Bill Mercer

556 SW Adams

Corvallis, OR 97333
541-752-1449

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Jessie Chan

503-746-9245

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Allstate Personal Financial Representative: Michael Martindale

4955 River Rd N

Keizer, OR 97303
503-881-5800

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Brent Abney - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

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Bryant Malone

503-684-4010

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Drew S. Kinney, C(k)P® - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7105

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Zac Hill - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6008

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Grant Stewart - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

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Veronica Beeson

580 State St

SALEM, OR 97301
971-545-9013

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The Northwest Seasons Group - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5736

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John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3441

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Jeffrey L Palpant - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0238

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Allstate Personal Financial Representative: William Dose

10001 SE Sunnyside Rd
Ste 150

Clackamas, OR 97015
360-852-4767

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Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-636-2700

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Ray A. Cox - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0250

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Donald Zabudsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8708

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Edward Jones - Financial Advisor: Bruce E Burbank, AAMS¿

1955 Empire Park Dr
Ste B

Eugene, OR 97402
541-607-8761

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Edward Jones - Financial Advisor: Shelly Egli, AAMS¿

1749 Mount Jefferson Ave

Woodburn, OR 97071
503-980-1371

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Fred Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6935

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Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
541-345-1544

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Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3423

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Stephen V Jackson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6926

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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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David A. Lachowski, CRPS, ChFC - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 270

Lake Oswego, OR 97035
503-603-1236

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George Milne - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1819

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Gregory A Yechout - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0236

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

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Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4535

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Casey Norton - Ameriprise Financial Services, Inc.

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

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Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Andy Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1546

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The Bridgeport Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8682

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Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
503-344-3850

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7689

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Strassman & Assoc.

15 SW Colorado Avenue
Suite 250

Bend, OR 97702
541-306-4570

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Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
503-639-4030

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Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
541-757-1114

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Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
541-956-4200

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PERS & Retirement Consultants

4985 Battle Creek Road SE
Suite 120

Salem, OR 97302
503-585-0009

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Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
541-574-6464

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Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
503-717-5512

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Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3477

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Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
541-914-4090

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Waddell & Reed Financial Advisors-Duane J. Silbernagel

2137 NW Hwy 101
Suite A

Lincoln City, OR 97367
541-614-1322

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Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1447

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Rolf Ellingsen, AIF, Voya Financial Advisors, Inc.

5331 SW Macadam Avenue
Suite 207

Portland, OR 97239
503-517-9363

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Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3437

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PERS & Retirement Consultants

4985 Battle Creek Road SE, Suite 120

Salem, OR 97302
503-585-0009

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Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3461

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NOW CFO

15171 SW Bangy Rd

Lake Oswego, OR 97035
877-884-0232

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Budd Collings, MBA

541-876-5102

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7653

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Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3406

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John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS¿

540 Patterson St NW
Suite 100

Salem, OR 97304
503-585-1464

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Jeff Marshall - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 244

West Linn, OR 97068
503-723-9636

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Joy McMurchy

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Arch Bridge Financial Advisors - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

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Morgan Stanley Financial Advisors

3103 Signature Court
Ste 101

Medford, OR 97504
541-779-5010

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Vista Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
866-262-8902

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AGATE Financial Partners

1100 NE Lakewood Drive

Newport, OR 97365
408-318-1943

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6328

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Spencer French - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
360-992-7984

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Judy Rubino - Ameriprise Financial Services, Inc.

516 SE Morrison St
Ste 830

Portland, OR 97214
503-450-0550

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Cristian Silva

2785 NW Town Center Dr

Beaverton, OR 97006
503-382-9378

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Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-286-4062

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Kathryn Carrillo De Avila

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

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Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

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C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4510

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Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
541-389-2528

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Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Aaron Stoffers

15700 Boones Ferry Road

Lake Oswego, OR 97035
503-276-6002

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Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

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Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
503-620-6276

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Edward Jones

700 Main Street

Klamath Falls, OR 97601
541-884-3643

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Edward Jones - Financial Advisor: Molly O'Hara

5522 E Burnside St

Portland, OR 97215
503-233-8920

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Rivera McHugh Wealth Management - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

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Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
971-544-7675

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Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Edward Jones - Financial Advisor: Pam Stocker

245 East Main
Suite B

Hermiston, OR 97838
541-564-9734

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TVZ Wealth Advisors - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

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Bridge City Advisors - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

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Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-368-5193

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Lake Oswego, OR Branch Office - UBS Financial Services Inc.

5285 SW Meadows Rd
Suites 270 + 495

Lake Oswego, OR 97035
503-603-6919

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R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
503-892-1340

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Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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Edward Jones - Financial Advisor: Travis M Waiton, AAMS¿

900 NW Mt Washington Dr
Suite 115

Bend, OR 97703
541-389-6106

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Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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CCB Financial Services

38975 Proctor Blvd

Sandy, OR 97055
503-668-2530

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Marshall & Associates - Ameriprise Financial Services, LLC

480 SW Hoffman Rd

West Linn, OR 97068
503-723-9636

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Edward Jones - Financial Advisor: Henry O Johnson IV

13235 Mc Loughlin Blvd
Ste D-2

Milwaukie, OR 97222
503-652-6151

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Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Edward Jones - Financial Advisor: Bari L Rogers

609 NW Hickory St
#110

Albany, OR 97321
541-926-3219

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Edward Jones - Financial Advisor: Keith E Hartley

772 Long St

Sweet Home, OR 97386
541-367-5155

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Edward Jones - Financial Advisor: Jeremy Gilliam, AAMS¿

1604 NW Hughwood Ct

Roseburg, OR 97471
541-673-4473

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Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Ryan D Suvoy - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0258

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Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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Edward Jones - Financial Advisor: Mike Boock

700 Deborah Rd
Suite 250

Newberg, OR 97132
503-538-8781

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
503-673-2828

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Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
541-684-9000

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TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Edward Jones - Financial Advisor: Darren Layne

411 E Cascade Ave
Ste 102

Sisters, OR 97759
541-549-8739

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Edward Jones - Financial Advisor: Amanda Whitlatch, AAMS¿

1230 Oregon Ave SW
Suite B

Bandon, OR 97411
541-329-4334

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
503-258-2658

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Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Nicholas Hymel - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-776-3137

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Springwater Wealth Management, LLC

6600 SW 105th Ave
#155

Beaverton, OR 97008
503-482-7570

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Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
541-883-7777

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Schultz Financial Services

52461 Columbia River Hwy

Scappoose, OR 97056
503-543-3844

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Edward Jones

850 Siskiyou Boulevard
Suite 4

Ashland, OR 97520
541-482-4116

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Edward Jones

950 N Phoenix Rd
Ste C102

Medford, OR 97504
541-779-5898

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Edward Jones

1307 S Alameda Ave
Suite B

Klamath Falls, OR 97603
541-273-2483

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Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4573

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Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

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Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

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Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

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Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
503-905-6481

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Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-753-7554

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Edward Jones - Financial Advisor: Kevin Mitchell

2600 South Main Rd

Lebanon, OR 97355
541-451-4000

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Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

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Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
503-666-7909

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Andrea C Delapp - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Edward Jones - Financial Advisor: Ken McClintock, AAMS¿

10217 SE Sunnyside Road

Clackamas, OR 97015
503-653-0802

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Edward Jones - Financial Advisor: Lee McPherson, AAMS¿|CRPS®

4300 NE Fremont St
Suite 110

Portland, OR 97213
503-493-1390

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Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Edward Jones - Financial Advisor: Brett A Hurliman, AAMS¿

2015 10th Street
Ste B

Tillamook, OR 97141
503-842-3695

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Edward Jones - Financial Advisor: Tim De Paepe, AAMS¿

1200 High St
Suite 180

Eugene, OR 97401
541-484-0766

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
503-863-5043

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Morgan Stanley Financial Advisors

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7600

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PALM WEALTH MANAGEMENT 

1495 NW Garden Valley Blvd.
Suite 201

Roseburg, OR 97471
541-677-7600

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Legacy Financial

1393 Meridian Drive
Suite 2

Woodburn, OR 97071
503-982-7040

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John P Lorenz - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-243-6918

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Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6004

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Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8704

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Joseph Di Peri - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3495

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Next Steps Wealth Management

12256 Southwest Millview Court

Tigard, OR 97223
541-579-5689

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Edward Jones - Financial Advisor: Stephen M Carbaugh

15914 SE Happy Valley Town Ctr

Happy Valley, OR 97086
503-698-6971

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Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

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Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5726

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Victor Lam, CPM, CIMA - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-225-9237

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Edward Jones - Financial Advisor: Cody M Calabrese

16037 SW Upper Boones Ferry Rd
Suite 375

Portland, OR 97224
503-486-2726

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6329

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Burton Sayler Wood Group - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

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Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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Keith Rivera, CIMA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6128

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Andrew Pollack - Ameriprise Financial Services, LLC

3939 NE Hancock St
Ste 203

Portland, OR 97212
503-473-8180

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Infinity Financial Services LLC

283 S. Estella Street

Glide, OR 97443
541-375-0835

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The Fisher Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

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Highberger Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

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Scot Berryman, CFP, CIMA, CEPA - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7850

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Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Morgan Stanley Financial Advisors

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-389-1282

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Andrew Hall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4517

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Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
541-201-8084

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Evan Gremillion - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-412-6321

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Morgan Stanley Financial Advisors

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

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Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-567-7874

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Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
503-963-3764

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Kevin Kalin - Ameriprise Financial Services, Inc.

425 2nd St
Ste 210

Lake Oswego, OR 97034
503-244-4253

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Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

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James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Ronnie Scheller - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

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Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3433

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7635

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5658

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2236

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7645

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The Savinar Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1845

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Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

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Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-752-3708

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Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3449

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David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3416

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Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8226

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Steinberg Investment Group

1 SW Columbia St.
Suite #1650

Portland, OR 97258
503-488-2025

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6932

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Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6021

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Ronald Lam - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Brent Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3463

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David Sayler, CSRIC - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7127

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Capital Financial Planners

1640 Liberty Street SE

Salem, OR 97302
503-585-1067

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Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4506

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Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3433

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Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4565

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Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3411

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Merriman Wealth Management

1400 Executive Parkway, Suite #110

Eugene, OR 97401
541-683-2900

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Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5716

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William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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John Winters - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6033

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Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-452-6066

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Allstate Personal Financial Representative: Albert Ruggiero

6485 NW Cornelius Pass Rd

Hillsboro, OR 97124
503-466-0852

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Forest Park Group - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-221-7600

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Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1436

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Gary E. Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3446

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Zach Meikle - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6254

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Paul Smith - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6408

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The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1433

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Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

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Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8638

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-3365

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Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3434

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Jonathan Levine, CFP, CIMA - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1876

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Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3442

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Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3419

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Edward Jones - Financial Advisor: Mario E Montiel, AAMS¿

5605 Inland Shores Way North
Suite 104

Keizer, OR 97303
503-393-8166

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2210

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6325

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Michelle Corradetti - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6405

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James Mardock

503-684-4010

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Robert Pugh

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Edward Jones - Financial Advisor: Madison K Stewart, AAMS¿

81 Centennial Loop
Suite 5

Eugene, OR 97401
541-342-8500

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Scott A Davidson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3820

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Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6013

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The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3479

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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Susan L Birdsong - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0233

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David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

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Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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The Gulla Gremillion Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8603

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Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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Edward Jones - Financial Advisor: Jeff Perry

21935 NE Halsey
Suite 900

Fairview, OR 97024
503-766-3270

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John T Nicolaus - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3826

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William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6000

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The Norris Group - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1545

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Norman Fincher - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0229

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Alison Brown

503-684-4010

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8702

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Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6005

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Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3825

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2279

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Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

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Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3462

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Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6016

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6626

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Edward Jones - Financial Advisor: Ben Buchert

809 SW Court Ave

Pendleton, OR 97801
541-278-1200

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Edward Jones - Financial Advisor: Jim Bennett

4216 Southeast King Road

Milwaukie, OR 97222
503-659-1387

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Edward Jones - Financial Advisor: Tyler Foster

2198 NE Stephens St
Suite 103

Roseburg, OR 97470
541-673-2060

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Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
503-650-7133

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Richard Wilson - Ameriprise Financial Services, LLC

119 NW E St

Grants Pass, OR 97526
541-476-8573

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Edward Jones - Financial Advisor: Pamela C de Jong, AAMS¿

1705 Ocean Blvd SE
Suite B

Coos Bay, OR 97420
541-756-0322

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Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
503-245-5352

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Edward Jones - Financial Advisor: Kassandra M Williams

945 SE 4th St
Suite A

Hermiston, OR 97838
541-701-0419

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Medford, OR Branch Office - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-773-7773

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Edward Jones - Financial Advisor: Michael R Wooters

4035 12th St Cutoff SE
Ste 130

Salem, OR 97302
503-362-5439

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Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
503-963-6555

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David McGinnis, CPA, P.C.

621 Southeast Cass Street 129

Roseburg, OR 97470
541-643-9823

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
503-227-9800

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Edward Jones - Financial Advisor: Ryan M Thornton, AAMS¿|CRPC®

760 NW Harriman St
Suite 103

Bend, OR 97703
541-385-9375

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The Roukas Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5858

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Edward Jones - Financial Advisor: Angela C Ingebretson

1190 Olive St

Eugene, OR 97401
541-484-7004

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Allstate Personal Financial Representative: Noe Lumbreras

12900 SE 162nd Ave
Ste 100

Happy Valley, OR 97086
503-267-1904

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Capstone Financial Consultants, LLC

541-633-7745

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Edward Jones - Financial Advisor: Eric T Greenawald

27 North Coast Highway
Suite B

Newport, OR 97365
541-264-8409

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Edward Jones - Financial Advisor: Shellie Gray

212 SW 4th Street
Suite 102

Madras, OR 97741
541-475-0423

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Allstate Personal Financial Representative: Darren Stroman

927 SE Cedar St

Hillsboro, OR 97123
503-490-5388

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Edward Jones - Financial Advisor: Michael S Fessler

19245 Molalla Ave
Suite 2

Oregon City, OR 97045
503-656-8573

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Edward Jones - Financial Advisor: Janice Hayes

12205 SW Tualatin Rd
Suite 345

Tualatin, OR 97062
503-612-8839

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Edward Jones - Financial Advisor: Stacey Bailey, AAMS¿

427 W Main Street

John Day, OR 97845
541-575-0223

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Edward Jones - Financial Advisor: John P Gogolin

2030 NW Newcastle St

Roseburg, OR 97471
541-672-1222

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Edward Jones - Financial Advisor: Greg Fornero, AAMS¿

4730 Village Plaza Loop
Suite 100

Eugene, OR 97401
541-485-7670

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Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
541-241-9665

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Edward Jones - Financial Advisor: Briana Tanaka

2712 Island Ave
Suite B

La Grande, OR 97850
541-605-0727

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James Parker - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9251

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Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6022

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Portland, OR Branch Office - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-221-5800

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Edward Jones - Financial Advisor: Sandy Wertz

4211 NE Stephens St
Suite B 102

Roseburg, OR 97470
541-673-2877

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Gergen Wealth Management

4949 Meadows Road
Suite 400

Lake Oswego, OR 97035
971-353-7800

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Edward Jones - Financial Advisor: Geoffrey L Kunkle

470 Sixth Street
Suite A

Lake Oswego, OR 97034
503-699-8446

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Allstate Personal Financial Representative: Roger Escobar

21 S 7th St

Central Point, OR 97502
541-664-1400

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Kari Skedsvold - Ameriprise Financial Services, LLC

975 SE Sandy Blvd
Ste 210

Portland, OR 97214
503-450-0550

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Mark A Hildebrandt - Ameriprise Financial Services, LLC

9370 SW Greenburg Rd

Portland, OR 97223
503-546-7357

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Edward Jones - Financial Advisor: Josh Golston, AAMS¿

29765 SW Town Ctr Lp W
Suite 2

Wilsonville, OR 97070
503-685-9195

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The Allen Schleicher Wooten Group - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7864

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Karyn Shirbroun - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
541-772-0248

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Cetera Advisor Networks

716 Cardley Ave

Medford, OR 97504
541-779-5633

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Daniel Gellner - Ameriprise Financial Services, LLC

735 Commercial St
Ste 5000

Klamath Falls, OR 97601
541-885-5499

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Edward Jones - Financial Advisor: Brad P Burnette

135 N Broadway

Coos Bay, OR 97420
541-266-1851

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Edward Jones - Financial Advisor: Sylvia M Ebbert

330 Washington St SW

Albany, OR 97321
541-926-1222

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Kristen Winter

503-684-4010

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Faisal Al-Hashim - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3409

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Mary Ann Franklin - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5727

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RJ Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-484-1545

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Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
206-319-5202

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Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
541-385-6263

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Steven Burch - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-6902

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Edward Jones - Financial Advisor: Branden Buel

417 Sherman Avenue
Suite 6

Hood River, OR 97031
541-386-1655

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Edward Jones - Financial Advisor: Eric M Sundstrom

806 NW Buchanan Ave
Suite 102

Corvallis, OR 97330
541-753-2005

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Edward Jones - Financial Advisor: Jeanie Eberle, AAMS¿

1705 SW Highland Ave

Redmond, OR 97756
541-923-5135

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Edward Jones - Financial Advisor: Phil Ridling

3470 Liberty Rd S

Salem, OR 97302
503-581-8580

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Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Edward Jones - Financial Advisor: David W Garton, CFP®|AAMS¿|CRPC®

Bethany Village Centre
4744 NW Bethany Blvd Suite B-4

Portland, OR 97229
503-533-5554

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Edward Jones - Financial Advisor: Val Braun

800 Main Ave
Suite B

Tillamook, OR 97141
503-815-1948

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Edward Jones - Financial Advisor: Brian Quinn, AAMS¿|CRPC®

3052 NW Merchant Way
Suite 107

Bend, OR 97703
541-382-5700

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Edward Jones - Financial Advisor: Greg McMillin

8100 SW Nyberg Rd
Suite 120

Tualatin, OR 97062
503-692-3175

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Edward Jones - Financial Advisor: Sharon M Olmstead

2031 Hawthorne St
Suite A

Forest Grove, OR 97116
503-357-5002

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Edward Jones - Financial Advisor: Ben Chumov

1584 NE 8th St

Gresham, OR 97030
503-912-7114

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Edward Jones - Financial Advisor: Tim Sparks, CFP®

3390 Commercial Street SE

Salem, OR 97302
503-370-6159

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

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Edward Jones - Financial Advisor: Christine R Leffler

20015 SW Pacific Highway
Suite 203

Sherwood, OR 97140
503-625-4934

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Edward Jones - Financial Advisor: Kelly Hovland

13535 SW 72nd Ave
Suite 130

Tigard, OR 97223
503-336-1243

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Paul Miller - Ameriprise Financial Services, LLC

698 NW York Dr
Ste 100

Bend, OR 97703
503-360-9310

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Edward Jones - Financial Advisor: Thad R Brill

1227 NE Baker St

McMinnville, OR 97128
503-472-0555

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The Pacific Wealth Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-1184

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Edward Jones - Financial Advisor: Cody J Howell

365 Warner Milne Rd
Suite 204

Oregon City, OR 97045
503-303-5057

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Edward Jones - Financial Advisor: Tim Mooney

12164 SW Scholls Ferry Rd

Tigard, OR 97223
503-579-6703

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Edward Jones - Financial Advisor: John A Morgan

1247 NE Medical Center Dr
#2

Bend, OR 97701
541-382-0853

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Edward Jones - Financial Advisor: Rosco Huebner, AAMS¿

945 Geary St SE

Albany, OR 97322
541-967-4366

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Vieng Bounnam - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 180

Portland, OR 97239
503-546-2243

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Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

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Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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Edward Jones - Financial Advisor: Chris Richie, CRPS®

3716 SW 21st Pl
Suite A

Redmond, OR 97756
541-699-0015

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Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

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Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

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Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Allstate Personal Financial Representative: Riley Rankin

1122 NW Garden Valley Blvd
Ste 403

Roseburg, OR 97471
541-999-4524

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Edward Jones - Financial Advisor: Holly K McNeil

11535 SW Durham Rd
Ste C-2

Tigard, OR 97224
503-624-6001

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Edward Jones - Financial Advisor: Sam Niesslein Jr

2085 NW Grant Ave

Corvallis, OR 97330
541-753-4665

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Edward Jones - Financial Advisor: Colt D Freitas

715 Northwest Adams St

McMinnville, OR 97128
503-472-0444

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Edward Jones - Financial Advisor: Ben Meyer

193 East Main Street

Monmouth, OR 97361
503-606-3048

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Clara Prendergast

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8646

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Edward Jones - Financial Advisor: Christian Coughlan, CFP®

111 SW 5th Avenue
Suite 2060

Portland, OR 97204
503-227-4493

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Edward Jones - Financial Advisor: Ben Recek

1910 Main Street
Suite D

Forest Grove, OR 97116
503-359-1215