Shane Littleton is a financial advisor at Clarity Wealth Development, LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Catholic Charities SF, the Pontifical North American College, and the Bethlehem University Foundation. Clarity Wealth Development manages approximately $170 million for individual, high-net-worth households and small businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs Modern Portfolio Theory with diversified mutual fund and ETF strategies, providing multiple engagement structures and maintaining a fee-only policy.

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® with 20 years of industry experience, currently serving at Thrivent Advisor Network, LLC. He has worked with Thrivent Financial and its affiliated firms since 2006 and has held roles at Purshe Kaplan Sterling Investments. Owen also provides fixed insurance contract services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs diversified portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment options, and provides ongoing portfolio management and financial planning.

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.

Travis May is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at Wells Fargo-affiliated firms from 2011 to 2026. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Joel Kennedy is a financial advisor with Empower Advisory Group in Albany, OR. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Advisory Group, he worked at Edelman Financial Engines, Marx Productions, 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 certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Key Bank, AXA Advisors, and founding Purkey Bookkeeping, LLC. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary asset management and a multi-provider investment model.

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 at CUSO Financial Services, LP, and Oregon State Credit Union among other roles. Outside of her advisory work, she serves as Treasurer for KORC, a nonprofit organization in Corvallis, Oregon, where she assists with budgeting and payment systems. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm employs a combination of in-house and third-party strategies and offers both discretionary and non-discretionary account management options.

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 an investment adviser representative at LPL Financial in Corvallis, Oregon, holding a Series 66 designation with less than one year of industry experience. Prior to joining LPL Financial, he has held various roles including freelance work and involvement with CrossFit-related organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of advisers. The firm offers a range of financial planning and investment management services, utilizing multiple portfolio models and advisory strategies supported by advanced research and operational tools.

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, Oregon. He holds a Series 63 designation and has 43 years of industry experience, including prior roles at American Independent Securities Group, LLC and First Heartland Consultants, Inc. Gray is also involved in the sales and service of fixed life and health insurance products through Northwest Financial Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, including model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

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.

Tristan Peterman is a CFP® and ChFC® with five years of industry experience. He is currently associated with LPL Financial and has held roles at Oregon State Credit Union, CUSO Financial Services, JPMorgan Chase Bank, and Northwestern Mutual. 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, offering a range of financial planning and investment management solutions.

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.

Ryan Hanson is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Dickson is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at National Planning Corporation and Future Planning Systems Inc. Outside of his advisory role, he is involved in youth sports programs through ownership of JC Sports LLC, which organizes basketball and soccer camps. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.