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.

Joseph Destromp is a financial advisor with Stifel who holds a Series 66 designation and has six years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Becket Colombo is a financial advisor at Edward Jones in Eugene, OR, holding Series 63 and Series 66 licenses with 11 years of industry experience. He worked at Autodesk from 2015 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, Colombo serves as an interim Vice President for a business networking group, where he records and shares chapter statistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services with over 23,700 advisors nationwide.

Matthew Schneider is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at SELCO Credit Union, CUSO Financial Services, LP, and Columbia Bank. Outside of his advisory role, he is involved with SELCO Investment & Retirement Services, a business affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

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.

Allen Jones is a financial professional at Cetera with 11 years of industry experience. He holds a Series 66 designation and previously worked at ANN M WHITE CFP INC for nine years. Jones is active in his community, serving in leadership roles at the Cottage Grove Masonic Lodge and Elk Lodge, and he also holds a notary public position. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Matthew Siel is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license. Siel has been with Edward Jones since 2016, working in Eugene, OR. 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, alongside tax-efficient services and operates under a fiduciary standard.

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.