Dale Hartley is a Senior Financial Advisor and the founder and leader of the Hartley Group at Merrill Lynch Wealth Management. He focuses on serving families approaching or entering retirement, small business retirement plans, and cash management. Dale has developed a niche practice assisting business owners and affluent families with comprehensive financial planning and investment management, including banking, lending, and custom portfolio construction. Dale joined Merrill in 2000 after a nine-year college coaching career. He grew up in North Bend, Oregon, and attended Lassen Junior College on a baseball scholarship before transitioning to coaching. His previous roles included head assistant baseball coach and fundraising coordinator at Lane Community College. Dale is active in community service and has served on various nonprofit boards, including Relief Nursery, Eugene Challengers American Legion, and Friends of Sheldon Baseball. He is a member of the Airport Rotary Club and resides in Eugene, Oregon with his wife Jennifer and their two sons. His personal interests include baseball, hunting, fishing, golf, and coaching his son Chase in baseball. Dale holds a Personal Investment Advisor (PIA) designation and a high school diploma from North Bend High School.

Caryn Kimble is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 66 designations and having 35 years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory role, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Kristen Dunder is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has held prior roles at Cetera Investment Services and Columbia Bank. Outside of her advisory work, she serves as Vice President at Columbia Wealth Advisors, overseeing operations, compliance, and support staff management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory and institutional programs.

Terry Keele is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Alex Vonderhaar is a CFP® professional with 25 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked with Waddell and Reed, Inc. and various insurance carriers for over two decades. He also serves as an administrative council member at Saint Paul Catholic Church in Eugene, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with a range of model portfolios and research resources.

Ryan Lew is a CFP® professional affiliated with LPL Financial in Eugene, OR, with 14 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Osaic Advisory Services, Arbor Point Advisors, Securities America, and KMS Financial Services. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lisa Tull is a financial advisor with Morgan Stanley in Eugene, OR, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Stephen Smith is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Smith serves as a board member of Frozen Ice Sports LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, and manages approximately $1.01 trillion in assets.

Daniel Claric is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. He has previously worked at Arbor Point Advisors, Securities America, and KMS Financial Services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Robert Martin is a Series 66 licensed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers at W&R Insurance Agencies between 2011 and 2018. Outside of his advisory work, he is involved with the Eugene First Church of the Nazarene. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm offers both discretionary and non-discretionary management supported by model portfolios, research, and multiple investment strategies.

Raymond Settelmeyer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has been with Cetera since 2025 and previously worked at Avantax Advisory Services and Avantax Investment Services for nearly two decades. In addition to his advisory role, he owns a tax preparation and accounting firm and serves as treasurer and board member of a non-profit religious organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party investment strategies.

Allison Nelson is a financial advisor at Wells Fargo Advisors in Springfield, OR, holding a Series 66 license with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Pentagon Federal Credit Union, and Cabela's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements typically being discrete and tailored to client needs.

Fritz Duncan is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked with firms including Avantax and Jones & Roth Wealth Management, and he currently teaches accounting at the University of Oregon. Additionally, he serves on the board of the Eugene Active 2030 Club Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Emil Smith is a financial advisor at RBC Capital Markets in Eugene, OR, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Greenscape, 2Towns Beverage, King Estate Winery, and Deployed Logix. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers.

Cody Calabrese is a financial advisor at Wells Fargo Advisors in Springfield, OR, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Wells Fargo Bank. 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 tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Lily Denny is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Rocket Mortgage. Charles Schwab & Co., Inc. 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, offering both non-discretionary and discretionary investment options supported by extensive research and centralized operational infrastructure.

Andrew Conner is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at the Retirement Planning Group and Albertsons. In addition to his advisory role, he provides comprehensive financial planning for clients of Ascend Wealth Partners, LLC, and offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services such as integrated brokerage and investment advisory, financial planning, managed accounts, and access to third-party money managers.

Vincent Matteucci is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation. He has been with Edward Jones since 2023 and previously worked at Camp Harlow and McKenzie River Nursery. From 2013 to 2021, he was involved with Golden Doodle Companions. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Michael Caprai is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has worked previously at Green Leaf Financial Consulting and Commonwealth Financial Network. Caprai is also an officer of Green Leaf Mortgage Inc., a mortgage services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research from multiple sources and supporting both discretionary and non-discretionary management.

Parker Jewell is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.