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.

Eric King is a CFP® with 22 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, VOYA Financial Advisors, and Bridges Wealth Management, where he has also maintained ownership. Outside of advising, he owns a software company and a tax services firm, in addition to acting as a notary. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection, and retirement plan consulting, delivering customized strategies using a range of model allocations and discretionary management options.

Belinda White is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. She previously worked with CUSO Financial Services and Oregon State Credit Union. White serves as Treasurer for KORC, a nonprofit organization, where she assists with donor payment systems, budgeting, and financial reporting. Voya Financial Advisors, Inc. serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

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.

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.

Luke Dickson is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for 10 years. Outside of his advisory work, he coaches youth sports and owns JC Sports LLC, which organizes youth basketball and soccer camps. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.

Ronald Cornelison is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JP Morgan Securities, Merrill, Bank of America, and Wells Fargo. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with discretionary and non-discretionary management options.

Therese Misner is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. She has held roles at Oregon State Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. Outside of her advisory work, she owns a contemporary art business and manages a farm specializing in polled Herefords. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

John Kerekanich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Oregon State Credit Union, CUSO Financial Services, LP, and Country Capital Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 retirement consulting services, utilizing both discretionary and non-discretionary management approaches.

Ryan Mendenhall is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has held roles at Avantax Advisory Services and Tax & Wealth Management, LLP, where he also provides tax preparation, consulting, and estate planning services. Additionally, Mendenhall is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

John Croy is a financial advisor with Edward Jones in Corvallis, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the Boys & Girls Club of Corvallis, where he helps establish policy and advocates for the organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and supports its services with a large network of financial advisors and affiliated financial capabilities.

Lisa Vella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at RBC Capital Markets from 2012 to 2020 before joining Wells Fargo in 2020. Outside of her advisory role, she is a notary public in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Christopher Knackstedt is a financial advisor with LPL Financial in Corvallis, Oregon, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oregon State Credit Union, CUSO Financial Services, and Suzanne Roppe State Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Timothy Euhus is a Series 66–licensed financial advisor with Edward Jones in Corvallis, Oregon, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he is a junior high football coach for Santiam Christian in Adair Village, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.