Juli Marstall is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and over 42 years of industry experience. She has been with Eagle Strategies and Marstall Insurance Services since 2007 and has been affiliated with New York Life and NYLife Securities since 1983. Outside of her advisory work, she serves as an instructor for a personal finance course at Southwestern Oregon Community College and is a board member of the Oregon Cultural Trust and NAIFA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Charles Keady is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Fred Meyer, Brookings Harbor School District, and MTC dba Sierra Nevada Job Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, supported by a large network of financial advisors and branch offices.

Andrew Wright is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2012. He has 17 years of industry experience and is based in Gold Beach, Oregon. Outside of his advisory role, he is employed as a boat pilot for RogueJets Inc. and serves as a project manager and consultant for the Port of Gold Beach. 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 solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.