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 63 and Series 66 licenses. He has two years of industry experience and previously worked for Deschutes Brewery, Columbia Distributing, and Franz Bakery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and extensive non-advisory financial services.

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. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining LPL Financial in 2019. Albano is also involved with Albano - Fisher Advisors, a separate business entity used for tax and investment purposes. 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 portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Jeffrey Savage is a CFP® with 22 years of industry experience and has been with LPL Financial since 2009. He is based in Eugene, OR, and holds the Series 66 designation. 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 portfolio programs, and access to third-party asset managers.

Neal Schmaedick is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009. Outside of his advisory duties, Schmaedick is a sole proprietor involved in an entrepreneurial venture unrelated to typical investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Samuel Stender is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works with the Stender Group alongside his father, Randy Stender, sister Sally Kesey, and client associate Rachel Sanders. He focuses on family wealth management strategies, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. The Stender Group provides personalized wealth management to businesses and high-net-worth individuals, offering a range of services from family and education planning to retirement and estate planning. Their approach emphasizes understanding clients' cash flow needs to create dependable income streams aimed at achieving their financial goals. Samuel began his career in financial services as a cashier and client associate before serving as a Senior Financial Advisor for nine years. His educational background includes a Bachelor's degree in Economics with a focus on economic history from Lewis & Clark College. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Samuel is bilingual in English and Spanish and is affiliated with the Boy Scouts of America. Born and raised in Eugene, Oregon, Samuel balances his professional career with family life, sharing time with his wife and three children. Outside of work, he enjoys drawing and sketching, gardening, listening to music, and spending time with his family. In recognition of his professional achievements, Samuel was named a Forbes "Best-in-State Wealth Advisor" in Oregon and a Forbes "Top Next-Generation Wealth Advisor" in 2021.

Jeffery Hill is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and National Planning Corporation. Outside of his advisory work, he is involved with Momentum LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Brian Herring is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, small business strategies, tax minimization, and retirement income. Brian works closely with clients to address specific financial concerns such as managing future healthcare expenses, education funding, business transactions, and wealth transfer to future generations. He integrates insights from Merrill and banking solutions from Bank of America to tailor approaches that meet clients' financial needs. Brian holds a Bachelor's Degree from the University of Oregon and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His personal interests include camping, hiking, photography, pickleball, racquetball, and reading.

Andrew Smith is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Ameriprise since 2019, following prior roles at Morgan Stanley and the University of Oregon’s Jaqua Center for Student Athletes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Morgan Ahrens is a financial advisor at Charles Schwab with 10 years of industry experience. He has previously worked at Morgan Stanley, E*TRADE, Fidelity, Bank of America, and Merrill. His credentials include Series 63 and Series 66 licenses. Charles Schwab serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.