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.

Laureen Nichols is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as co-trustee for her brother and manages related investment activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Mark Reynolds is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cetera and previously worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Reynolds serves on the finance committee of the Eugene Executives Association, where he reviews budgets and provides feedback on accounting functions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

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 credential and no prior industry experience. His work history includes roles at Northwest Retirement Services, Pacific Cascade Federal Credit Union, and several other organizations outside the financial sector. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across different investment vehicles.

Monique Ripley is a Series 66-credentialed financial advisor with Morgan Stanley in Eugene, OR, bringing 19 years of industry experience. She has worked at Morgan Stanley Smith Barney and Citigroup Global Markets prior to her current role. Outside of finance, she is involved in a musical project based on a period of her life, in which her daughter also participates. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with clients responsible for plan implementation and updates.

Brenda Drews is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She previously worked at Merrill and Primerica Advisors and has managed Drews Construction LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.