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.

Christopher Elliott is a financial advisor with Edward Jones in Springfield, OR, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Frederick Sernatinger is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at Wells Fargo Clearing and in engineering and construction sectors prior to his current advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and uses proprietary research, planning tools, and simulation models to develop custom recommendations.

James Maxon is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously spent 17 years with Lincoln Financial Advisors. Outside of his advisory role, Maxon owns Ascend Retreats, LLC, a real estate rental business managed primarily by his wife. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a diversified investment approach utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

De Anna Petersen is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked for over two decades at Man Data Inc dba Pacific Coast Credit. Outside of her advisory role, she serves as an officer and secretary for a property cleanup business operated by her husband. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans aligned with clients’ goals and risk tolerances.

Lucas Hessel is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and maintains a financial services business under the name Pete's Mt Wealth Management, where he manages client communications and administrative duties. Prior to his current role, he held various positions including at California Pizza Kitchen and several educational institutions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Donavan Miller is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Cetera and has previously worked at Jones & Roth Financial Advisory Services and Avantax. Outside of his advisory work, he serves as a soccer referee for adult, youth, and high-school matches. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Irina Pack is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Eugene, Oregon. She specializes in wealth management and financial planning for individuals and families, with a focus on practice owners, medical professionals, and entrepreneurs navigating business transitions, retirement planning, and long-term financial strategy. Irina's approach emphasizes clarity and purpose in complex financial situations. With more than 15 years of experience spanning wealth management, institutional investment consulting, and corporate financial strategy, Irina brings a disciplined, fiduciary-focused methodology to portfolio construction and financial planning. She holds multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of the CFA Institute and the CFA Society of Portland. Irina holds a Bachelor's Degree from the University of Washington and a Master of Business Administration (MBA) from the University of Oregon. She is fluent in English and Russian. Outside of work, Irina enjoys biking, hiking, music, reading, traveling, and yoga.

James Menezes is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His work history includes positions at VOYA Financial Advisors and Pacific Benefit Consultants. Menezes also operates as an independent insurance agent and is president of James T Menezes Inc. DBA Tidepool Wealth Strategies, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Domenica Mendoza Bueno is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 65 and Series 63 designations and 10 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm provides planning across multiple areas, including retirement, education, and niche services such as business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Dennis Johnson is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2024, following six years at Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, combining a multi-asset investment approach with centralized custody and operational support.

Ian Epperson is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Waddell and Reed, American Family Insurance, and Pentagon Federal Credit Union. He is also involved with SELCO Community Credit Union and related investment and retirement services. 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 consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Noah Mc Creight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, his work history includes several customer service roles at Starbucks, Pastega Coffee, and Caribou Coffee. 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 strategies and maintains a large network of financial advisors and branch offices across the country.

Michael Wadley is a financial advisor at LPL Financial in Eugene, OR, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at SELCO Community Credit Union, FedEx, DoorDash, and the FBI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement consulting with both discretionary and non-discretionary management options.

Joseph Mansfield is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over 15 years at Wells Fargo-affiliated firms. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas and tailored recommendations supported by firm research and planning tools.

Nicholas Ballestrazze is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, TD Ameritrade, Sidebar, and Waddell & Reed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.