Hadi Sale is a financial advisor with Edward Jones in Terrebonne, Oregon, holding Series 66 and Series 63 licenses and 21 years of industry experience. He has been with Edward Jones since 2014. Sale is a co-owner of The Happy Snapper Company, a business related to camera lens cap storage, though he does not participate in its daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Dylan Kohl is a financial advisor at Edward Jones in Bend, Oregon, holding Series 66 and Series 63 credentials with two years of industry experience. His prior work includes roles at Empower Financial Services, PennyMac, and The New York Times. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nicholas Miller is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his career in financial services, he worked for seven years with the Eugene Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

William Lawler III is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 21 years and has also been affiliated with Fsc since 2021. Outside of his advisory role, Lawler performs as a piano player in a local band. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and multiple advisory platforms, with a complex corporate structure shaped by multiple mergers and private-equity ownership.

Trent Oki is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Bank of America, Merrill Lynch, and WAFD Bank. Outside of his advisory role, he is involved in managing a rental property business in Redmond, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Travis Van Dyke is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Outside of his advisory role, Van Dyke serves on the Board of Directors and as Treasurer for the Deschutes Public Library Foundation and is involved with the Redmond Oregon Chamber of Commerce. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning and income strategies.

Nicholas Manley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2025, he spent 19 years with Selco Community Credit Union and CUSO Financial Services. His business activities include managing investment and retirement services as part of his role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party models, and supports its advisors with advanced operational and research tools.

Cobin Soelberg is a financial advisor with Greeley Wealth Management in Bend, OR, holding a Series 65 license and six years of industry experience. He concurrently practices as an anesthesiologist with Bend Anesthesiology Group and previously worked at Oregon Health & Science University. Greeley Wealth Management is a single-advisor independent registered investment adviser serving a very small number of individual clients with a focus on financial advice and planning rather than discretionary portfolio management. The firm combines one-on-one meetings with educational seminars and workshops, operating on alternative fee arrangements rather than traditional percentage-of-assets-under-management fees.