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 credentials 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 in Albany, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

Joel Kennedy is a financial advisor with Empower Advisory Group in Albany, OR, holding Series 63 and Series 66 designations. He has been in the financial services industry since 2014, with prior experience at Edelman Financial Engines, Marx Productions, and Video Tech Services. Kennedy has been associated with Empower entities since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and participant savings rates.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Key Bank and AXA Advisors, LLC, as well as operating a bookkeeping business. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

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.

Sheri Hall is a Series 66-licensed financial advisor with Edward Jones in Albany, OR, and has 12 years of industry experience. She has been with Edward Jones since 2013. 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, separately managed accounts, and affiliated mutual funds.

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.

Jeffrey White is a CFP® and Series 66-licensed financial advisor with Edward Jones in Albany, OR. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he works as a contractor providing equipment testing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of asset levels. The firm offers discretionary and non-discretionary investment solutions, access to separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Savanna Duran is a Series 66-licensed financial advisor with Edward Jones, based in Albany, OR, and has one year of industry experience. Her prior roles include positions at DLF Pickseed, Academy Mortgage, Guild Mortgage, and Pacific Residential Mortgage. 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 range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Ryan Hanson is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bari Rogers is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages a rental property business involving basic repair and tenant management. 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, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors and 15,000 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.

Jana Basden is a financial advisor with Edward Jones in Albany, OR, holding CFP® and CFA® designations and over 39 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Ameritas Investment Corp. and Rosenbaum Financial. Outside of her advisory role, she volunteers as a special advocate for children in the foster care system with CASA of Linn County and has served as a treasurer and board member for the Oregon Archaeological Society. 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 access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

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.

Jeoffrey Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at Spring Mobile for seven years. Outside of his advisory role, he owns and operates Five4one Baggers, a business that organizes regional cornhole tournaments and sells branded merchandise. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Trevor Hurley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Key Investment Services for eight years. 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, 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.

Quinn Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and Financial Freedom WMG. He also serves as an assistant football coach at George Fox University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with LPL Financial in Albany, OR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2013. Brent operates a separate business under the name Eagle Crest Financial Services in Redmond, OR. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Corneliu Condrea is a CFP® and Series 66-registered financial advisor with Edward Jones in Albany, OR. He has seven years of industry experience, including eight years with Edward Jones and prior experience at Progressive Software Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Long is a financial advisor at Edward Jones in Albany, OR, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent 16 years at CH2M Hill/Jacobs Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs and fiduciary services. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated mutual funds, trust company, and securities-based lending options.

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.

Ryan Graves is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates a fishing guide service in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kandace Darling is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2021 and previously worked there from 2001 to 2021. Outside of advising, she is involved as a distributor with Advocare, a vitamins and supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sylvia Ebbert is a financial advisor with Edward Jones in Albany, Oregon, holding the Series 66 designation and possessing 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the board and Finance Committee of CASA of Linn County, where she assists in budget oversight and policy setting. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

William O'hearn is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Austin Henderson is a financial advisor at Ameriprise in Albany, OR, holding a Series 66 designation with two years of industry experience. His prior work history includes positions at Exact Staff and UPS. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Gabrielle Hyde is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Intel Corporation from 2016 to 2019 and was employed at Oregon State University from 2013 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Richter is a financial advisor with LPL Financial in Albany, OR, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he operates a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team, combining large-scale advisory operations with non-advisory product activities.

Rosco Huebner is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Christopher Scariano is a financial advisor at Edward Jones in Albany, Oregon, with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in farming through Scenic Wood LLC, managing acreage dedicated to grape cultivation for sale to winemakers and leasing agricultural land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sten Carlson is a financial advisor with Ameriprise in Albany, OR, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Carlson serves as an elder on the Board of Directors for the United Presbyterian Church and is a member of the Whitworth University Business Advisory Board. He is also involved in business ownership through Canda LLC, a corporation that provides support services and manages expenses. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to provide non-discretionary retirement income advice.

Gregory Krpalek is a financial advisor with LPL Financial in Albany, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Sagepoint Financial, Inc. and his own firm, KrpaLek Insurance & Financial Services, which he has operated since 1983. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and multiple investment strategies tailored to client needs.

Adam Nielsen is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in educational and community roles including at Santiam Christian Schools and First Baptist Church of Eugene. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Chandler Tso is a financial advisor at Kelsey Financial, LLC in Albany, OR, holding a Series 65 designation with four years of industry experience. His prior work experience includes roles at Precision Castparts Corp. and the City of Los Angeles. Outside of his advisory work, he serves as a volunteer advisory board member for the Northwest Fencing Center and works as a marketing consultant for Cosmopath, LLC. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of model-based and tactical asset allocation along with economic, quantitative, and fundamental analysis to manage most client relationships on a discretionary basis.