Joshua Lusby is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has prior work experience with Selco Credit Union and Cuso Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Caleb Schwin is a financial advisor with Edward Jones in Eugene, Oregon, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones, he worked in the painting and construction industry and at a home center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory strategies. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

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 at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked 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 serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning, using proprietary research and tools to deliver tailored recommendations.

Dennis Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is based in Eugene, Oregon. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside a centralized operational structure.

Ian Epperson is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at LPL Financial, SELCO Community Credit Union, and Waddell and Reed. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs and manages over $256 billion in assets through more than 10,000 advisors.

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 with LPL Financial in Eugene, OR, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management, SELCO Community Credit Union, and the FBI, where he was employed for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management programs.

Joseph Mansfield is a financial advisor at Wells Fargo Advisors in Springfield, OR, with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His previous roles include ten years at Wells Fargo Clearing and seven years at Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients using Wells Fargo’s research and planning tools. The firm provides a broad array of planning services covering cash flow, retirement, education, risk, wealth transfer, and specialized planning areas.

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.

Laureen Nichols is a financial advisor with Wells Fargo Clearing in Eugene, Oregon, holding Series 63, 65, and 66 credentials and 28 years of industry experience. She has worked with Wells Fargo firms since 2010 and currently serves as co-trustee for her brother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines proprietary research and third-party analytics to offer diversified investment solutions alongside brokerage services.

Mark Reynolds is a financial advisor with Cetera in Eugene, OR, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory duties, he serves as a referring advisor and CPA at Jones & Roth Financial Advisors, and is a member of the finance committee for the Eugene Executives Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and features a multi-manager platform with model portfolios, third-party managers, and customized strategies.

Candi Glazebrook is a Certified Financial Planner® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She participates as a voting member of the finance committee overseeing missions financing at University Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Taylor Kirkpatrick Quesenberry is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwest Retirement Services, Pacific Cascade Federal Credit Union, and other positions outside the financial industry. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage portfolios across various asset classes.