Jeffrey Canfield

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 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, Oregon, and is a board member of the Church of the Firstborn in Willamette Valley. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, custom portfolios, model portfolios, and access to third-party managers.

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 with LPL Financial in Salem, OR, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1997 and has been involved with Toomb's Insurance & Financial Services since 1986. Outside of advising, he is engaged in outside sales of non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Sacha Savri is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation. Savri has been in the industry since 2006 with experience at RHG Capital/Invictus RG, Range Research Consulting, and as a self-employed advisor before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Renae Tallan is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Inspiring Joy LLV, a short-term rental business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.