Shawna Waldman is a financial advisor with LPL Financial in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Raymond James Financial Services Advisors from 2011 to 2024. Waldman participates in the Southern Nevada Public Television Planned Giving Council, conducting seminars on investment topics. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Alicia Williams is a financial advisor with Edward Jones in Eugene, Oregon, holding a Series 66 designation and three years of industry experience. She worked at SELCO Group Inc. for 16 years prior to joining Edward Jones. Williams is a member of the BNI South Lane Chapter, engaging in business professional networking and community outreach activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Benjamin Wenzel is a CFP® with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. 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 programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Susan Kauble is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 40 years of industry experience. She has worked at Cetera Advisors LLC since 2022 and was previously with First Allied Advisory Services and First Allied Securities. Kauble serves on the board of directors for Relief Nursery, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers via multiple program structures and custodial relationships.

Richard Farley is a financial advisor at Morgan Stanley in Eugene, Oregon, with 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having begun his career at Citigroup Global Markets in 1993. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing specific security recommendations within its standalone planning service.

Jake Mylenek is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked for Bigfoot Beverages for eleven years. Outside of his advisory role, he serves as a board member for NAMI Lane County in Springfield, Oregon, focusing on strategic planning and finance committee work. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sorby is a financial advisor at Edward Jones in Eugene, OR, with five years of industry experience. He holds the CFP® and Series 66 designations and previously worked for the Springfield Police Department for ten years. Outside of his advisory role, Sorby volunteers as a K9 trainer and assists with regional police K9 training and certification in Oregon. He also serves on the finance and investment committee of Kids First, a nonprofit supporting children affected by crime. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient management and securities-based lending.

Kaitlyn Hill is a financial advisor with Cetera in Eugene, OR, holding a Series 66 designation and three years of industry experience. She has previously worked with Tim Bennion CPA and Principle Accounting, PC. Outside of her advisory role, she is involved with The Vintage Industry as a part-time vendor and cashier. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms, operating as a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Holly Foster is a financial advisor at Morgan Stanley with 18 years of industry experience. She previously worked for RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of finance, she is registered as a yoga teacher with Yoga Alliance (RYS 200). Morgan Stanley Wealth Management serves both individual 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 planning process supported by proprietary tools and research.

Sherylee Wise Short is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 1997. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Morehouse is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes roles at Columbia Bank, Cetera Investment Services, Key Investment Services, and Edward Jones Investments. Outside of advising, she is an associate with Columbia Wealth Advisors and is involved in managing a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both advisory programs and institutional portfolio management.

Madison Stewart is a CFP®-credentialed financial advisor with eight years of experience, currently serving at Edward Jones in Eugene, OR. Prior to rejoining Edward Jones in 2018, Madison worked at Airbnb and contributed to Habitat for Humanity. 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 network of financial advisors and branch offices nationwide.

Richard Fisher is a financial advisor with LPL Financial in Eugene, OR, holding a Series 66 designation and 15 years of industry experience. He previously worked at D.A. Davidson & Co. for seven years before joining LPL Financial in 2019. Outside of advising, he is also a musician. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Gary Smith is a financial advisor with RBC Capital Markets in Eugene, Oregon, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Terry Burgess is a financial advisor with RBC Capital Markets in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Burgess and his wife own and actively manage McKenzie Oasis, a business that includes an Airbnb, wedding venue, and grape growing operation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Cheyenne Burbank is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Burbank worked at Creswell Bakery for one year. Outside of her advisory role, she is associated with LKC Investments, an LLC involved in private loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products under a fiduciary standard.

Charlene Noble is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked previously at RBC Capital Markets LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Timothy Bennion is a financial advisor with Cetera in Eugene, OR, holding a Series 66 designation and 13 years of industry experience. He has held various roles since 2012, including positions at Cetera, HD Vest Insurance Agency, and his own CPA firm, Tim K. Bennion CPA, LLC, where he provides tax preparation and accounting services. He also serves as a board member at ES&A Sign Corp and is involved with Lane County Youth for Christ. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Collis serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads the Collis Wealth Management Group. He started his career in finance in 1989 and joined Merrill Lynch Wealth Management in 1996. Based in Eugene, Oregon, he has developed a niche practice focusing on physicians, business owners, retirees, and affluent families, assisting them with comprehensive financial planning that includes wealth management, business and succession planning, corporate credit, cash management, and retirement planning. Randall holds a Bachelor's degree in Business Administration and Financial Services from Oregon State University. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Investments and Wealth Institute, the Western Pension and Benefits Council, and the Society for Human Resource Management. In addition to his professional work, Randall is actively involved in the community. He serves as Board Chairman for The John G. Shedd Institute for the Arts and has served on the board of the Angel Hair Foundation. Randall was recognized with The President's Volunteer Service Award in 2011. In his personal time, he enjoys basketball, biking, cooking, golfing, music, soccer, and traveling. He lives in Eugene with his three grown children.

Jessica Turner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of finance, she sells personal artwork as an independent contractor in the Portland area. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.