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.