Brian Donne is a financial advisor with Vantage Wealth Management LLC in Corvallis, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Vantage Wealth Management, he operated Brian Donne Insurance Agency LLC for 16 years and worked with Country Insurance & Financial Services for 20 years. Donne serves on the board of directors for Calvary Corvallis, a local non-profit church, where he helps oversee the budget. Vantage Wealth Management primarily serves individual clients, charitable organizations, and businesses, managing approximately $63 million for about 219 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and employer retirement plan services, employing a variety of analytical methods to tailor investment advice to client objectives.

Eric Cheney is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Vantage Wealth Management LLC and has held previous roles at Turman Financial Group, LLC, Geneos Wealth Management, Inc., and LPL Financial. He is also a licensed independent insurance agent specializing in life, health, and fixed insurance products. Vantage Wealth Management primarily serves individual clients, including high-net-worth households, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment advice to clients’ objectives using a combination of fundamental and technical analysis alongside modern portfolio theory.