Joel Jellesed is a financial advisor with LPL Financial in Eugene, OR, holding Series 63, 65, and 66 designations and with 28 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he serves as an agent for fixed insurance products including life, health, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Kelly Prusz is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and over 22 years of industry experience. Prior to joining Primerica Advisors in 2018, Kelly worked at Legacy Financial Services, Capital Financial Services, Inc., and PFS Investments Inc. Outside of financial advising, Kelly owns two local small businesses in Eugene, OR: Oh My Mini Donuts and Sweet Bay Shave Ice, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on client portfolio management rather than institutional or pension plan services.

Colleen Wallace is a CFP® with 12 years of industry experience, currently affiliated with Cetera. She has previously worked with Avantax Insurance Services, LLC and Avantax Advisory Services. Outside of her advisory role, she owns and operates CorLux Financial, a firm providing tax services, financial planning, investment, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across various program structures and custodial relationships.

Stephen Watkins is a financial advisor with RBC Capital Markets in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management services. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Chelsey Armstrong is a financial advisor at OSAIC based in Eugene, OR, holding a Series 66 designation with three years of industry experience. She has previously worked at Lincoln Financial Advisors, Royal Alliance Associates, Northwest Retirement Services, Roseburg Forest Products, and Dutch Bros Coffee. Armstrong is also a notary public and serves as a paraplanner at Ascend Wealth Partners, providing advisory support including client communications and retirement plan preparation. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified asset allocation, risk assessment, and access to third-party investment managers across multiple platforms.

Ryan Beck is a financial advisor with OSAIC based in Eugene, OR, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has worked with Royal Alliance Associates Inc since 2000 and Northwest Retirement Services since 1993, where he also serves as president. Outside of his advisory work, Beck manages an auto restoration shop and operates a business involved in buying and selling firearms and accessories. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

David Grinder is a financial advisor at Edward Jones in Eugene, Oregon, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property managed by a third party. 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 broad 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.

Selene Witcher is a CFP®-certified financial advisor with Edward Jones, based in Eugene, OR, and has six years of industry experience. Prior to joining Edward Jones in 2020, she worked for the Rio Bravo Cancer Center from 2017 to 2019. Outside of her advisory role, she owns a rental property in Bakersfield, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Shane Gutierrez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. He is currently associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured discovery conversations in its financial planning process.

Matthew Siel is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Todd Bosworth is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based Corporate Financial Planning agreements.

Brooke Johnsen is a CFP® certified financial advisor with 22 years of industry experience. She is currently with RBC Capital Markets and has previously worked at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers tailored portfolio management and advisory services through various programs utilizing both in-house and third-party investment managers.

Gregory Fornero is a financial advisor with Edward Jones in Springfield, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services LLC in 2018 and 2019. Before entering financial services, he was employed at Postworks New York from 2016 to 2018. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

David Anderson is a financial advisor at Morgan Stanley in Eugene, OR, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Olsen is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he serves as treasurer for a homeowners' association in Oregon, helping to balance budgets and monitor finances. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operations.

Mary Lopez is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

David Goeres is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012. He holds a Series 66 license and is based in Eugene, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Adams is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at firms including Avantax and Jones & Roth, where he currently serves as owner/director. Adams also works with a niche market of dental professionals through a dedicated DBA and is co-owner of a Plato’s Closet franchise targeting teens and young adults. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing over $256 billion in assets and more than 10,000 advisors.

Joshua Cloke is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Roehl & Yi Investment Advisors and J.W. Cole Financial. He also serves as a financial advisor at Jones & Roth Financial Advisors, where he provides financial planning, investment management, retirement income planning, and risk analysis services. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Jeremy Prickel is a financial advisor with Cetera, holding a Series 66 license and over 20 years of industry experience. He has worked with firms including Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory role, he is a member of Jones & Roth Financial Advisors, LLC, and provides CPA and consulting services through Oregon Dental CPAs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.