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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
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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 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.

College savings (529s, UTMA, etc.)
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Bari R

Series 66

Albany, OR

Edward Jones

Bari Rogers is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages a rental property business involving basic repair and tenant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors and 15,000 branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Ronald C

Series 66

Corvallis, OR

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Therese M

CFP®, Series 63, Series 65

Corvallis, OR

LPL Financial

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.

College savings (529s, UTMA, etc.)
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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
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Kent T

Series 63, Series 66

Lebanon, OR

LPL Financial

Kent Toomb is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Linsco/Private Ledger Corp. since 1997. In addition to his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients, offering comprehensive financial planning, advisory programs, and retirement plan consulting through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Jana B

CFP®, CFA®, Series 65, Series 63

Albany, OR

Edward Jones

Jana Basden is a financial advisor at Edward Jones in Albany, OR, holding the CFP® and CFA® designations with 39 years of industry experience. She previously worked at Rosenbaum Financial for 15 years and has operated Plutus Advisory Service since 2013. Outside of her advisory work, Basden volunteers as a special advocate for children in the foster care system and has served as a board member and treasurer for the Oregon Archaeological Society. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs with a fiduciary standard and is notable for its extensive branch network and affiliated financial services beyond traditional advisory roles.

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
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Sacha S

Series 66

Lebanon, OR

Edward Jones

Sacha Savri is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation. Savri has been in the industry since 2006 with experience at RHG Capital/Invictus RG, Range Research Consulting, and as a self-employed advisor before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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

Series 63, Series 66

Corvallis, OR

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Ryan M

Series 66

Corvallis, OR

Cetera

Ryan Mendenhall is a financial advisor with Cetera in Corvallis, OR, holding a Series 66 designation and three years of industry experience. He has previously worked with Avantax Advisory Services and operates as a staff accountant at Tax & Wealth Management, LLP, where his duties include tax preparation, consulting, investment advising, and estate planning. Additionally, he provides notary services on a limited basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

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

Series 66

Corvallis, OR

LPL Financial

Christopher Knackstedt is a financial advisor with LPL Financial in Corvallis, Oregon. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Oregon State Credit Union and CUSO Financial Services, LP. 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 and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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
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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
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Kerry D

Series 63, Series 65

Corvallis, OR

LPL Financial

Kerry Dyer is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been associated with LPL Financial since 2008 and also provides financial planning and consulting services through Financial Advocates Advisory Services. Outside of advisory roles, he is involved in a fixed life and health insurance business operating through Northwest Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating technologies such as machine learning.

College savings (529s, UTMA, etc.)
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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
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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
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Jason H

Series 66

Corvallis, OR

LPL Financial

Jason Harris is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 66 license and 12 years of industry experience. He has been affiliated with Financial Freedom Wealth Management Group, LLC and LPL Financial since 2013. Harris also engages as a public speaker on financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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