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 with Edward Jones in Eugene, Oregon. She holds a Series 66 designation and has been with the firm since 2025. Prior to her advisory role, she owned and operated Tiny Bakery LLC, where she catered weddings and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Series 66-licensed financial advisor with Morgan Stanley in Eugene, OR, with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Wells Fargo Bank, N.A. from 2016 to 2019, and before that at Quiznos from 2013 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Neal Schmaedick is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Citigroup Global Markets since 1993 and at Morgan Stanley since 2009, including its Private Bank since 2015. Outside of his advisory role, he is a sole proprietor involved in intellectual property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through structured planning tools and a range of retail and institutional investment offerings.

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. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and KMS Financial Services. Outside of his advisory role, he is involved with Momentum LLC, a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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 nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE, Fidelity, Bank of America, and Merrill. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by an integrated structure that combines advisory, brokerage, custody, and cash-sweep services.

Joshua Lusby is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial and has previously worked with Selco Credit Union and Cuso Financial Services. Lusby is involved with SELCO Investment & Retirement Services, an affiliated business connected to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement consulting, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management technologies.

Caleb Schwin is a Series 66 licensed financial advisor with Edward Jones in Eugene, Oregon, bringing one year of industry experience. Before joining Edward Jones in 2024, he worked in the painting and construction industry and held roles at New Hope Christian College and Kelly's Home Center. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.