Trevor Hurley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Key Investment Services for eight years. 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.

Robert Fogarty is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 registrations and has 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and JPMorgan Chase. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored risk profiling and analytical tools to support non-discretionary planning and encourages implementation through its advisory programs or other providers.

Shawn Ryan Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent and its predecessor since 2002. Outside of his advisory role, he owns Scrappy's Scuba Adventures LLC and serves as a board member for Our Saviour Christian School in Salem, Oregon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, focusing on a broad range of financial topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Quinn Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and Financial Freedom WMG. He also serves as an assistant football coach at George Fox University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremey Santee Malloy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Citizens Bank for five years. He is a board member of the Dallas Retirement Community in Dallas, OR, where he chairs the Board Development Committee and the Faith Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Deborah Rambeck is a financial advisor at Primerica Advisors with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with PFS Investments Inc. since 2012. Outside of advisory work, she receives compensation from Primerica Mortgage and related affiliates for referrals involving home security, automation products, and loan services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers custody and trade execution through Pershing, focusing primarily on individual investors rather than institutional clients.

Brent Carlson is a financial advisor with LPL Financial in Albany, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2013 and operates a business under the name Eagle Crest Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Corneliu Condrea is a CFP® and Series 66-registered financial advisor with Edward Jones in Albany, OR. He has seven years of industry experience, including eight years with Edward Jones and prior experience at Progressive Software Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Long is a financial advisor at Edward Jones in Albany, OR, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent 16 years at CH2M Hill/Jacobs Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs and fiduciary services. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated mutual funds, trust company, and securities-based lending options.

Lisa Demille is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2022 and has prior experience with Gregory Covert and Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.

Ryan Graves is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates a fishing guide service in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kandace Darling is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2021 and previously worked there from 2001 to 2021. Outside of advising, she is involved as a distributor with Advocare, a vitamins and supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Bellinger is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Cantella & Co., Inc. and KMS Financial Services, Inc. He is also involved in a family business entity, Bellinger Bros. LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a variety of custody platforms and investment strategies.

Sylvia Ebbert is a financial advisor with Edward Jones in Albany, Oregon, holding the Series 66 designation and possessing 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the board and Finance Committee of CASA of Linn County, where she assists in budget oversight and policy setting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

William O'hearn is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 network of financial advisors and branch offices nationwide.

Eric Braafladt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory work, he is involved with Our Savior's Lutheran Church in Salem, Oregon, where he participates in a committee focused on promoting financial giving and volunteering within the church community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining planning and management as separate services.

Austin Henderson is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and previously held positions at Exact Staff, UPS, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Denney is a financial advisor with Edward Jones in Dallas, OR, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Denney is the owner of Windward Horizons Holdings, LLC, a limited liability company involved in the purchase of short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Whitney Murray is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining LPL Financial in 2021, Murray worked at Steven Goto, Kjerulf Inc, and Waddell & Reed, Inc. among other firms. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, retirement consulting, and brokerage services.

Gabrielle Hyde is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Intel Corporation and Oregon State University. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.