Barbara Ann Koontz

Andrea Yoder is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Stacey D Mealer, Attorney, for four years and was also affiliated with Edward Jones from 2016 to 2024. Andrea holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Riley Rankin is a financial advisor at San Blas Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Allstate Financial Advisors, LLC and related Allstate entities for six years. Prior to his career in financial advising, he was employed at Gray Day Home Heat and held various positions in insurance and securities firms. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million across about 664 clients, utilizing a combination of fundamental, technical, and qualitative analysis with diverse investment options such as equities, mutual funds, ETFs, and options.

Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).

Alena Zaffery is a financial advisor at Clarity Wealth Development, LLC with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include work at Northwestern Mutual Wealth Management Company, KDFG & Associates LLC, and Keith Dragoo. Before entering the financial industry, she had diverse work experience including positions at Block 15 Brewing and Portland Japanese Gardens. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, working with both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers access to alternative and private-market investments within a fee-only framework.

Michelle Onaka is a Series 65-licensed financial advisor with Clarity Wealth Development, LLC in Corvallis, OR, and has two years of industry experience. She is the founder of Intentional Money Life, a financial education and coaching business. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, including both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, offering portfolios that may include individual equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private credit.

Shane Littleton is a financial advisor at Clarity Wealth Development, LLC in Corvallis, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity Wealth Development, he worked for Catholic Charities SF and has experience with nonprofit organizations such as the Pontifical North American College and Bethlehem University Foundation. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, offering both ongoing advisory services and one-time planning engagements. The firm uses Modern Portfolio Theory and a long-term investment approach, incorporating a range of asset classes including individual equities, fixed income, mutual funds, ETFs, and alternative investments.