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 with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. He is based in Eugene, OR. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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, holding a Series 66 designation and three years of industry experience. She has worked at Cetera Financial Specialists LLC since 2023 and at Cetera Investment Advisers LLC since 2026. Outside of her advisory role, she is involved in a vintage antiques business as a vendor and part-time employee. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with diverse investment options and oversees more than $256 billion in assets.

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 Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at D.A. Davidson & Co. and Morgan Stanley. Outside of his advisory work, he is involved in music as a part-time musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models and advisory platforms.

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 29 years of industry experience. She holds a Series 63 designation and has worked at several notable firms, including RBC Capital Markets, Wells Fargo Clearing, Merrill, and UBS Financial Services. Noble is based in Eugene, Oregon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Timothy Bennion is a financial advisor with Cetera who holds a Series 66 credential and has 14 years of industry experience. He is the owner of TIM K BENNION CPA, LLC, providing tax preparation and accounting services, and serves on the board of ES&A Sign Corp, advising on management and CPA-related matters. He is also involved with Lane County Youth for Christ as a board member. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. 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 is the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch, where he leads the Collis Wealth Management Group. He specializes in wealth management, business planning, and succession planning, offering services that include corporate credit, cash management, and retirement planning. Randall began his career in the finance industry in 1989 and joined Merrill Lynch in 1996. He focuses on serving physicians, business owners, retirees, and affluent families, assisting them with comprehensive financial planning and investment management, including banking and lending services. He works to facilitate the preservation of wealth across multiple generations. Randall earned a Bachelor's Degree in Business Administration and Financial Services from Oregon State University. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CkP), 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. Beyond his professional work, Randall is active in his community. He serves as the Board Chairman for the John G. Shedd Institute for the Arts, a nonprofit he helped develop, and has been involved with the Angel Hair Foundation, which supports children in Oregon experiencing hair loss due to medical illness. Randall lives in Eugene, Oregon, and engages in personal interests such as basketball, biking, cooking, golfing, music, soccer, and traveling.

Jessica Turner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds the Series 63 and Series 65 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her financial advisory work, she sells personal art independently at local stores. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s advisory approach includes tailored recommendations supported by proprietary research and planning tools, with services spanning areas such as retirement, education, and business-owner transition planning.

Ariel Stirling is a financial advisor with LPL Financial in Springfield, OR. They hold a Series 66 designation and have one year of industry experience. Prior to entering the financial sector, Ariel worked at SELCO Community Credit Union and has retail experience with Albertsons and Safeway. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Spencer Stark is a financial advisor with Morgan Stanley in Eugene, OR, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and has a previous role at Safeway. Stark also serves as president of a networking group based in Portland, Oregon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Dylan Karr is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Portland General Electric for three years. He co-owns a family vineyard in Eugene, Oregon, where day-to-day operations are contracted out. 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 mutual funds, supported by a nationwide network of more than 23,000 financial advisors.