Lori Ellingson

Timothy Schneider is a financial advisor with Edward Jones in Newport, Oregon, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Matthew Beck is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and 14 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for eight years before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice through a large network of investment adviser representatives.

Eric Greenawald is a financial advisor with Edward Jones in Newport, OR, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Richard O'hearn is a financial advisor at Edward Jones in Newport, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he leads a class on legacy planning at Oregon Coast Community College. 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 solutions under a fiduciary standard.

Haley Patton is a financial advisor at LPL Financial in Newport, OR, holding a Series 66 designation with two years of industry experience. Prior to joining LPL, Patton worked at Oregon Coast Bank and HintonBurdick CPAs & Advisors. She is also involved with Freedom Tax, LLC, where she provides tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment strategies and delivery options tailored to client needs.

Tammy Green is a Series 66-licensed financial advisor with five years of industry experience. She currently works at Edward Jones and previously spent seven years at Bankers Life Securities and Bankers Life & Casualty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.