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 with Wells Fargo Advisors in Springfield, OR, holding a Series 63 license and with 30 years of industry experience. She spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining her current firm in 2026. Outside of her advisory role, Kari serves as a notary public and works as a hostess at a local restaurant. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

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.