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 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.

Diane Mc Clusky is a Certified Financial Planner® and holds a Series 66 designation with four years of industry experience. She has worked at Edward Jones since 2021 and previously spent seven years at Endurance Physical Therapy. Diane serves as a board member of the Northwest Rehab Alliance in Tigard, Oregon, where she contributes to credentialing, financial decisions, network development, and quality control. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

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. Their prior work includes positions at SELCO Community Credit Union, Albertsons, and Safeway, as well as managing family homemaking responsibilities. 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, providing both discretionary and non-discretionary management along with model portfolios and research.

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.

Agrume Hamilton is a financial advisor with Charles Schwab in Eugene, OR, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Schwab, Hamilton worked at Bank of America and Merrill. Outside of finance, Hamilton is a general partner and managing member of Yo Bro Brewery and also independently uploads music to the platform TrakTrain. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through wealth advisory, managed accounts, and financial planning services. The firm offers a combination of non-discretionary and discretionary portfolio management supported by multi-asset models and centralized operations.

Andrew Harris is a financial advisor with LPL Financial in Eugene, OR, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to entering financial services, he worked at Deschutes Brewery, Columbia Distributing, and Franz Bakery. 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, offering a range of advisory programs and financial planning services.

Tonya Thompson is a financial advisor with LPL Financial in Pleasant Hill, OR, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. She has been with LPL Financial since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Aaron Phelps is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Angela Ingebretson is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, she worked at Oregon Imaging Centers and managed a family Christmas tree farm. Outside of her advisory role, she coaches the Creswell Oregon High School equestrian drill team and serves as the director of the Eugene Pro Rodeo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a nationwide network of financial advisors and offices, managing over $1 trillion in assets under management.

Alexander Douglas is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held roles at companies including Darktrace Inc, Emser Tile and Stone, and Renewal by Andersen. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Phillip Smith III is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at firms including VOYA Financial Advisors and Pacific Benefit Consultants, Inc. Smith also operates as an independent insurance agent. Cetera Investment Advisers LLC is a national SEC-registered advisory platform serving a diverse client base ranging from individuals to institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Jason Shannon is a financial advisor with LPL Financial based in Eugene, OR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Arbor Point Advisors and Securities America during the 2020 to 2024 period. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party strategies.

Caleb Pickering is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial and CUSO Financial Services, LP. Outside of finance, he has experience in the food service industry with Togo's Eateries, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory services through a large nationwide network of financial advisors and branch offices.

Sarah Richtenburg is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she owned and operated Tiny Bakery LLC, catering weddings and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

James Mc Quiston is a financial advisor with Cetera who holds a Series 66 credential and has four years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services and currently maintains roles at Jones & Roth PC and Jones & Roth Financial Advisors. Outside of advisory work, he owns McQuiston Consulting LLC, through which he manages and distributes funds for beneficiary trusts, and he prepares and reviews tax returns for a limited number of small taxpayers. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a variety of program structures and custodial relationships.

Raymond Albano is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 designations and over 41 years of industry experience. Prior to joining LPL Financial in 2019, he spent 10 years at D.A. Davidson & Co. He is also involved with Albano - Fisher Advisors, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

Gregory Wooten is a CFP® and holds a Series 66 license, with 22 years of experience in the financial services industry. He has worked at UBS Financial Services since 2020, following roles at Bank of America and Merrill. He is based in Eugene, OR. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary market research to tailor investment plans to clients’ goals and risk tolerances.

Ashley Kurth is a financial advisor at Morgan Stanley in Eugene, OR, holding the Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, Ashley worked at Wells Fargo Bank, N.A. from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.