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.

Tina Barthlow is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management arm since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive financial planning without discretionary portfolio management. The firm offers goal-based analyses and integrates planning with managed-account services through a consolidated billing option called “WealthPlan.”

Cary Richardson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eugene, OR. He has 19 years of industry experience and has been with Edward Jones since 2006. 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 strategies, operating under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Timothy De Paepe is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of 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 network of about 23,701 financial advisors and 15,121 branch offices nationwide.

Kevin Kinports is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.

Anne Schrenk is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1986 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Anna Hamilton is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. She also serves as a manager at Jones and Roth Financial Advisors, LLC, where she assists clients with tax planning, estate planning, and business advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing multiple program structures and custodial relationships to accommodate diverse client needs.

Rebecca Guilford is a financial advisor with Osaic who holds a Series 66 designation and has three years of industry experience. She has worked at Northwest Retirement Services since 2015, where she also holds roles as a life insurance agent and registered assistant. Guilford is a Notary Public for the state of Oregon and supports day-to-day office operations and client service at Northwest Retirement Services. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and use of third-party managers, supporting both discretionary and non-discretionary account management.

Deanna Czarnecki is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Berthhel Fisher & Company Financial Services Inc. for 14 years before joining LPL Financial. Outside of her advisory role, she is a joint owner of Kevin Czarnecki Advisory Services, Inc. and participates in the Eugene Marathon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katarina Brubaker is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Merrill and Bank of America, N.A. Her background also includes roles at Northwest Community Credit Union and various entities within the Cetera network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Elizabeth Ness is a financial advisor with Stifel in Eugene, Oregon, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009. Ness serves as president of the Eugene Rotary Scholarship Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market analysis and asset allocation guidance.

Laura Duvall is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with LPL Financial since 2010. She also operates a separate business under the name LD Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Rachel Sanders is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015 and has spent many years also engaged as a homemaker. Outside of her advisory role, she is a general partner and managing member of a family farm focused on growing lavender in Oregon. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Crockett Stearns is a financial advisor at RBC Capital Markets in Eugene, OR, with 10 years of industry experience. He previously worked at Wells Fargo Clearing and FIDELITY Brokerage Services LLC. Outside of advisory work, he also works as a Lyft driver. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management services, incorporating both in-house and third-party investment managers.