Jeffrey Dale Canfield

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.

Noah Hubele is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Ameriprise and has held various positions including roles at Dutch Brothers Coffee and Oregon State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets services.

David Hansen is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked previously at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Outside of his advisory role, Hansen serves as a city councilor for Brownsville, OR, and is a board member of the Church of the Firstborn, Willamette Valley. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Douglas Phillips is a financial advisor with Edward Jones in Lebanon, Oregon, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns commercial property leased to Edward Jones in Sweet Home, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a wide network of financial advisors and branch offices nationwide.

Shelley Erickson is a Series 66-licensed financial advisor at Edward Jones with 11 years at the firm and two years of industry experience. She is based in Lebanon, OR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Kent Toomb is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Linsco/Private Ledger Corp. since 1997. In addition to his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients, offering comprehensive financial planning, advisory programs, and retirement plan consulting through a large network of investment adviser representatives.