Sarah Ellen Morris

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.

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Travis May is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at Wells Fargo-affiliated firms from 2011 to 2026. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Joel Kennedy is a financial advisor with Empower Advisory Group in Albany, OR. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Advisory Group, he worked at Edelman Financial Engines, Marx Productions, and Video Tech Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.