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.

Kevin Mitchell is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, he worked at AOP Technologies, Inc. and Fastenal Company. Outside of his advisory role, he is involved in retail sales with Amway. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Christopher Meek is a financial advisor with Edward Jones in Lebanon, Oregon, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is involved in Meek Family Farm, a small agricultural business that occasionally sells miniature Schnauzer puppies and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ellie Phillips is a Series 66-registered financial advisor with Edward Jones in Lebanon, Oregon. She has experience working at Edward Jones from 2018 to 2020 and returned to the firm in 2025. Her prior work history includes roles at Apex Systems, Avenue5 Residential, and Orangetheory Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Barbara Koontz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has worked at MaPS Credit Union and Cuso Financial Services before joining Cetera and Koontz, Elker, and Associates, where she is a part owner. Koontz is also an insurance agent specializing in long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jeffery Smith is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation and with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he works as a tattoo artist on weekends through his business, Janky Bird LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large national network of financial advisors and branch offices.

Jeffrey Canfield is a financial advisor with Edward Jones based in Sweet Home, Oregon, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Corvallis House and the State of Oregon for 30 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.