Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

123 advisors near
97322

Out of 400,000+ nationwide

firm logo

Ryan H

Series 66

Albany, OR

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
user avatar
firm logo

Luke D

Series 63, Series 65

Corvallis, OR

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Bari R

Series 66

Albany, OR

Edward Jones

Bari Rogers is a financial advisor with Edward Jones in Albany, Oregon, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in managing a rental property, performing basic repairs and tenant management. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Ronald C

Series 66

Corvallis, OR

LPL Financial

Ronald Cornelison is a Series 66 credentialed financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at JP Morgan Securities, Merrill, Bank of America, and Wells Fargo. He is also commissioned as a notary public in Corvallis, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by extensive technology and operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Therese M

CFP®, Series 63, Series 65

Corvallis, OR

LPL Financial

Therese Misner is a financial advisor with LPL Financial in Corvallis, OR, holding the CFP® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including prior roles at Oregon State Credit Union, Cuso Financial Services, J.P. Morgan Securities, Cetera Investment Services, Key Investment Services, and Citigroup Global Markets. Outside of finance, Misner owns a contemporary art business and manages a farm raising polled Herefords. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Shelley E

Series 66

Lebanon, OR

Edward Jones

Shelley Erickson is a Series 66-licensed financial advisor at Edward Jones with 11 years at the firm and two years of industry experience. She is based in Lebanon, OR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kent T

Series 63, Series 66

Lebanon, OR

LPL Financial

Kent Toomb is a financial advisor with LPL Financial in Lebanon, Oregon, holding Series 63 and Series 66 credentials with 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997 and has operated Toomb's Insurance & Financial Services since 1993, focusing on outside sales of non-variable insurance. 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 with a variety of investment strategies and a platform that integrates both advisory and non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Jana B

CFP®, CFA®, Series 65, Series 63

Albany, OR

Edward Jones

Jana Basden is a financial advisor at Edward Jones with 39 years of industry experience. She holds the CFP® and CFA® designations and has worked at Edward Jones since 2018. Prior to that, she was with Rosenbaum Financial for 15 years and Banc of America Investment Services for 2 years. Outside of her advisory work, she volunteers as a special advocate for children in foster care with CASA of Linn County and is involved with the Oregon Archaeological Society, having served as a board member and treasurer. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar
firm logo

Sacha S

Series 66

Lebanon, OR

Edward Jones

Sacha Savri is a Series 66-licensed financial advisor with Edward Jones, based in Lebanon, Oregon, with one year of industry experience. Prior to joining Edward Jones, Savri worked for Range Research Consulting for five years and RHG Capital/Invictus RG for eleven years. Savri has also been self-employed since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

John K

Series 63, Series 66

Corvallis, OR

LPL Financial

John Kerekanich is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 66 credentials and having 11 years of industry experience. His work history includes roles at Oregon State Credit Union, CUSO Financial Services, LP, and Country Capital Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan M

Series 66

Corvallis, OR

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Lisa V

Series 66

Corvallis, OR

Wells Fargo Clearing

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.

Retired Founder/Business Owner
user avatar
firm logo

Tyler L

Series 63, Series 65

Stayton, OR

Raymond James Financial

Tyler Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has been with Raymond James since 2010 and also operates Lulay Financial, LLC, where he provides financial advisory services and acts as a branch owner. As part of his financial planning work, he may advise clients on life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Christopher K

Series 66

Corvallis, OR

LPL Financial

Christopher Knackstedt is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Oregon State Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Timothy E

Series 66

Corvallis, OR

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Amanda H

Series 66

Corvallis, OR

Edward Jones

Amanda Henevoy is a Series 66-licensed financial advisor with Edward Jones in Corvallis, OR, where she has worked since 2020. She has six years of industry experience, including eight years of prior self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Planning for children with special needs Retired Founder/Business Owner Executive
user avatar
firm logo

Kerry D

Series 63, Series 65

Corvallis, OR

LPL Financial

Kerry Dyer is a financial advisor with LPL Financial based in Corvallis, OR, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at Citigroup Global Markets and Financial Advocates Advisory Services. Outside of his advisory work, he is involved in a non-variable insurance business through Northwest Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeoffrey H

Series 66

Albany, OR

Edward Jones

Jeoffrey Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at Spring Mobile for seven years. Outside of his advisory role, he owns and operates Five4one Baggers, a business that organizes regional cornhole tournaments and sells branded merchandise. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Robert S

Series 66

Corvallis, OR

Edward Jones

Robert Schreier is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in sales for Pac-12 at Oregon State Athletics and at KYKN Radio. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jason H

Series 66

Corvallis, OR

LPL Financial

Jason Harris is a Series 66-licensed financial advisor with LPL Financial, based in Corvallis, Oregon. He has 12 years of industry experience and has been affiliated with both LPL Financial and Financial Freedom Wealth Management Group, LLC since 2013. Outside of his advisory role, he is a public speaker and operates a personal LLC for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its large network of advisors with research, technology, and a broad range of financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)