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.

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 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.

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.