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.

Gary Deevers is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Deevers & Sons, PFS Investments Inc, Primerica Financial Services, and United Planners Financial Services of America. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with ongoing oversight.

John Cole is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cetera Wealth Services since 2013 and transitioned to Cetera in 2023. In addition to his advisory role, he acts as an insurance agent offering fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures, including access to third-party money managers and model portfolios.

Stephanie Kelly is a financial advisor with Raymond James & Associates in Eugene, Oregon, holding a Series 66 designation and 22 years of industry experience. She has been with Raymond James & Associates since 2013. Kelly holds passive personal investments in several startups, including NurseGrid and Red Duck Foods, but does not participate in their operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research resources.

Richard Carlton is a financial advisor at Osaic with 39 years of industry experience. He holds a Series 63 designation and has worked extensively with Securities America Advisors, Inc., and through his own firm, Carlton Financial Services, Inc., since 1997. Carlton is also involved in federal employee benefit consulting, dedicating a portion of his time to this area. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Nicole Mcomber is a financial advisor at Cetera with 11 years of industry experience and a Series 66 designation. She has worked at Cetera and its affiliated entities since 2025 and previously held roles at Avantax Investment Services and 1st Global Advisors. In addition to her advisory work, she serves as a CPA and relationship manager at Jones & Roth Financial Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients, utilizing a multi-manager platform with various program structures and investment strategies.

Matthew Hankey is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kari Howland is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current position. Outside her advisory duties, she serves as a notary public and works as a hostess at a restaurant in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas supported by proprietary research and tools.

Emily Cushing is a financial advisor at Edward Jones with a Series 66 designation and over six years of industry experience. She previously worked at CUSO Financial Services LP and SELCO Community Credit Union, as well as Oregon Community Credit Union. Emily has been with Edward Jones during two separate periods, most recently since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Schor is a CFP® professional with 17 years of experience, currently advising at Ameriprise in Eugene, OR. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Schor owns Reliant Solutions, LLC, a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

William Lewis III is a CFP® certificant and Series 65 registered advisor with 14 years of industry experience. He is the sole advisor at W.H. Lewis Financial, LLC, an independent firm based in Eugene, OR, where he has worked since 2009. Outside of his financial practice, he serves as Chief Operations Officer for Lebanon Community School District, overseeing K-12 operations. W.H. Lewis Financial, LLC is an independent firm serving clients with personalized financial planning and investment advisory services.