Heather Tucker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. for 24 years. Outside of her advisory role, she maintains business interests through Chalget LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, supporting advisors through various advisory platforms and technologies.

Gerald Rouleau is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to his advisory role, he is involved with Continuity Group LLC in Springfield, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by in-house research and planning tools.

Richard Smith is a financial advisor with Edward Jones in Eugene, OR, holding the ChFC® and Series 66 designations and having four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the Lane County Sheriff's Office. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Spriggs is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 63 designation and 18 years of industry experience. Her career includes nine years at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Outside of her advisory work, she serves as a box office house manager at The Cottage Theatre in Cottage Grove, OR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services like business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.

Haley Thomas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Haley previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and other niche needs.

Richard Driessnack is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Edward Jones. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu supported by proprietary research and tools, with tailored recommendations delivered through advisor meetings and written summaries.

Joseph Clifton is a financial advisor with Charles Schwab in Eugene, OR, holding a Series 66 designation and six years of industry experience. His career includes multiple roles at Charles Schwab and Charles Schwab Bank since 2016, as well as a position at Fidelity Investments in 2022. Outside of finance, he works as a case manager for Rise Corp, providing client support through group sessions, individual meetings, and coordination with professionals involved in client care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary investment guidance and access to affiliated discretionary portfolios, supported by a large integrated platform with centralized custody and supervisory services.

Wesley Bauer is a financial advisor with Charles Schwab in Eugene, Oregon, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Prior to that, he worked at Vacation Races Inc for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by proprietary research and centralized operational infrastructure.

Emily Secord is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. She has previously worked at Ameriprise Financial Services and First Allied Advisory Services, among other firms. Outside of her advisory role, she is a minority owner and franchise administrator of a men’s fitness clinic, Game Day Men’s Health, in Surprise, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base that includes individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Penn Rettig II is a CFP® professional with 42 years of industry experience, currently affiliated with Cetera. He also owns Penntunes, a music and songwriting business, where he works as a singer, songwriter, and master guitarist. Additionally, he serves as a co-grant advisor for a donor-advised fund, assisting clients and their families in identifying grant recipients. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. Its services include portfolio management, financial planning, and access to third-party money managers through a nationwide network of independent advisors.

Craig Leonard is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Eugene, OR. Outside of his advisory role, Leonard is a board member of the Creswell Farmers Market and owns a family farm. He also works as a Doping Control Officer for the United States Anti-Doping Agency. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Derek Nickleson is a financial advisor with Wells Fargo Clearing in Eugene, OR, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Edward Jones, BMO Harris Bank, JP Morgan Chase, and Columbia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Schor is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at RBC Capital Markets and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Christian Ammon is a financial advisor at Edward Jones in Eugene, OR, with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at the World Bank Group, CRI Securities Inc, North Star Resource Group, Securian Financial Services Inc, Home Depot, and Arizona State University. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Alicia Heer is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 66 designations and having two years of industry experience. She previously worked at the Turell Group from 2013 to 2021. Outside of her advisory role, Heer is involved as a partner in Pacific Properties West LLC, a real estate business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Adam Wilson is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 licenses and over 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked with Waddell & Reed, Inc., various insurance carriers, and Willamette Christian School. Outside of his advisory role, he is involved in a business named Kill Confirmed LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad spectrum of client service and investment strategies.

Kevin Horton is a financial advisor with LPL Financial in Eugene, OR, holding a Series 66 credential and bringing seven years of industry experience. His background includes five years of service in the United States Navy prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marcus Bickley is a financial advisor with Edward Jones in Eugene, Oregon, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at SnoTemp Cold Storage and as a self-employed professional. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Tina Murray Collins is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services through an extensive network of financial advisors. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients' goals and risk tolerance.

Kari Young is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025 and previously spent five years with Avantax Insurance Agency. In addition to her advisory role, Kari is a partner at Jones & Roth, P.C., a CPA firm where she oversees client engagements and manages the assurance department. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, supported by a large nationwide network of advisors and over $256 billion in assets under management.