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.

Monique Ripley is a financial advisor with Morgan Stanley in Eugene, OR, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009, following two years at Citigroup Global Markets. Outside of her advisory role, a musical is being written about a period in her life prior to joining Morgan Stanley, with her daughter cast to play herself. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brenda Drews is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her career includes roles at Merrill and Primerica Financial Services, and she is also involved in construction through Drews Construction LLC, where she holds an officer position. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

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 with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of Cetera, she is a CPA and serves as a relationship manager and referring advisor at Jones & Roth Financial Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services to a range of clients, employing a multi-manager platform with discretionary and non-discretionary program options.

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 30 years of industry experience. She holds a Series 63 designation and has worked within Wells Fargo affiliates since 2016. Outside of her advisory role, she serves as a notary public and works as a hostess at a restaurant in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

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.