Kay Cole is a Certified Financial Planner® with 15 years of experience, currently serving at Clarity Wealth Development, LLC since 2010. She holds Series 63 and Series 65 licenses and works in Corvallis, Oregon. Outside of her advisory role, she is involved with Clarity Properties, LLC, a non-investment-related real estate business. Clarity Wealth Development, LLC manages approximately $170 million for around 235 high-net-worth households and small business clients, offering comprehensive financial planning and discretionary portfolio management. The firm employs Modern Portfolio Theory with diversified portfolios primarily composed of mutual funds and ETFs, providing multiple engagement structures and maintaining a fee-only policy.

Charles Owen is a CFP® professional with 20 years of industry experience, currently serving at Thrivent Advisor Network, LLC in Corvallis, OR. His career includes roles at Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments. He also holds a position as an insurance producer providing fixed insurance contracts. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies emphasizing low-cost diversified mutual funds and ETFs, with both discretionary and non-discretionary portfolio management and access to independent managers and fee-based products.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Eric King is a CFP® professional with 21 years of industry experience, currently serving with The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, VOYA Financial Advisors, and Bridges Wealth Management. In addition to his advisory work, he owns a software company and operates tax and insurance-related businesses. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement consulting. The firm operates through a network of advisory affiliates and uses multiple program platforms to deliver tailored investment strategies.

Travis May is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Corporate Trust, and Wells Fargo Bank. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and maintaining supervisory oversight of its programs.

Joel Kennedy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edelman Financial Engines, LLC, Marx Productions, LLC, and Video Tech Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, Oregon. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at KeyBank, AXA Advisors, and managing his own bookkeeping business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in selecting investment strategies while providing ongoing monitoring and due diligence of third-party advisory products.

Noah Hubele is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he worked at Ameriprise and has held various positions including roles at Dutch Brothers Coffee and Oregon State University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliated banking and capital markets services.

Belinda White is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at CUSO Financial Services, LP and Oregon State Credit Union. Outside of her advisory role, she serves as Treasurer for the nonprofit KORC, assisting with budgeting and donor payment systems. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often offering recommendation-based advice through multiple program structures.

Brett Sizemore is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at BMO Private Bank and Boston Harbor Investment Management, and operated as a self-employed advisor. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and supported by specialized consulting and client education programs.

Austin Gray is a financial advisor at LPL Financial with the Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he held various roles including freelance work and involvement with fitness organizations such as Evansville Crossfit. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Alice Evans is a financial advisor at Edward Jones in Corvallis, OR, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns a commercial rental property in Corvallis. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Todd Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc. in Corvallis, OR. He holds Series 63 and Series 66 designations and has 8 years of industry experience. Todd has been with Raymond James since 2016 and is also associated with First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and advisory services, incorporating analytical tools and risk profiling, and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Michael Gray is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance sales and management through Northwest Financial Group, LLC, where he handles non-variable life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sheri Hall is a Series 66-licensed financial advisor with Edward Jones in Albany, OR, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Douglas Phillips is a financial advisor with Edward Jones in Lebanon, Oregon, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns commercial property leased to Edward Jones in Sweet Home, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a wide network of financial advisors and branch offices nationwide.

Tristan Peterman is a financial advisor with LPL Financial in Corvallis, Oregon, holding CFP® and ChFC® designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, Northwestern Mutual, and Oregon State Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients with financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary management supported by research, model portfolios, and a range of investment strategies.

Jamie Andresen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 16 years of industry experience. He has worked at Raymond James since 2008. Outside of his advisory role, he serves as treasurer and board member of the Greenbelt Land Trust, a nonprofit organization, and is vice president of Cudo Financial, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and supports a large advisor network with a focus on municipal and public-finance work.

Jeffrey White is a CFP® and Series 66-licensed financial advisor with Edward Jones in Albany, OR. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he works as a contractor providing equipment testing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of asset levels. The firm offers discretionary and non-discretionary investment solutions, access to separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Savanna Duran is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior experience at DLF Pickseed, Academy Mortgage, and Guild Mortgage. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.