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Victor H

Series 66

Salem, OR

Thrivent Investment Management

Victor Hux is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2018. Outside of his advisory role, he serves as treasurer for Church at the Park, a nonprofit providing emergency and transitional housing services, and owns a small egg farm, Smoot Farms, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across a range of topics without providing portfolio management or discretionary trading authority.

Business ownership considerations
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Kyler G

CFP®, Series 66

Salem, OR

Edward Jones

Kyler Gaskey is a CFP®-designated financial advisor with Edward Jones in Salem, OR, where he has worked since 2018, totaling six years of industry experience. Prior to joining Edward Jones, he managed office administration for Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Brianna N

Series 63, Series 65

Albany, OR

Edward Jones

Brianna Norlander is a financial advisor at Edward Jones with credentials including Series 63 and Series 65. She has experience in the financial industry dating back to 2013, having worked at Umpqua Bank for ten years before joining Edward Jones in 2024. Her prior roles also include positions at Freedom Mortgage, Guild Mortgage, and People's Bank of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, 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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Austin T

Series 66

Adair Village, OR

Ameriprise

Austin Thompson is a financial advisor with Ameriprise in Adair Village, OR, holding a Series 66 designation and three years of industry experience. His background includes roles in education with the Lincoln County School District and Pacific University, as well as involvement in the hospitality sector at Mo's Seafood and Chowder. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools overseen by an internal committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gary R

Series 63, Series 66

Albany, OR

LPL Financial

Gary Richter is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2012. Richter also operates a personal business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives, offering a range of financial planning and advisory programs.

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

Series 66

Albany, OR

Edward Jones

Rosco Huebner is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. 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 both discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Caitlin D

CFP®, Series 66

Salem, OR

Edward Jones

Caitlin Davis is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008, working out of Salem, OR. Outside of her advisory role, she owns and maintains commercial real estate properties through Davis Family Land Holdings LLC in Salem and Keizer, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branches nationwide.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Divorce financial planning Founder/Business Owner Intergenerational Families Divorced
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Christopher S

Series 65, Series 63

Albany, OR

Edward Jones

Christopher Scariano is a financial advisor with Edward Jones in Albany, Oregon, holding Series 65 and Series 63 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Scariano is involved in agriculture as a member of Scenic Wood LLC, where he manages vineyard acreage and leases farmland. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Founder/Business Owner
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Vanessa S

Series 66

Salem, OR

Edward Jones

Vanessa Shearer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Haynes Tax and Advisory Services and has experience in sales and healthcare sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing Retired Founder/Business Owner Executive Women's Finance Religious/faith focused
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Benjamin M

Series 66, Series 63

Monmouth, OR

Edward Jones

Benjamin Meyer is a financial advisor with Edward Jones in Monmouth, Oregon, holding Series 66 and Series 63 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Meyer serves on the finance committee of the Western Oregon University Foundation, providing oversight of the foundation's endowment and guidance on investment policy. 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 discretionary and non-discretionary investment strategies and maintains an extensive network of financial advisors and branch offices across the United States.

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

Series 63, Series 66

Albany, OR

Ameriprise

Sten Carlson is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as an elder on the board of United Presbyterian Church and is a member of the Whitworth University Business Advisory Board. He also owns a corporation, Canda LLC, which provides support services and expense management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on comprehensive research and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory K

ChFC®, Series 63, Series 65

Albany, OR

LPL Financial

Gregory Krpalek is a financial advisor with LPL Financial in Albany, OR, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Sagepoint Financial, Inc. and his own firm, Krpalek Insurance & 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 national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Adam N

Series 66

Albany, OR

Edward Jones

Adam Nielsen is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education and community roles, including positions at Santiam Christian Schools and First Baptist Church of Eugene. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Chandler T

Series 65

Albany, OR

Kelsey Financial, LLC

Chandler Tso is a financial advisor at Kelsey Financial, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at Precision Castparts Corp., the City of Los Angeles, and Cosmopath, LLC, where he currently serves as a marketing consultant in HR and recruiting. He also serves as a volunteer advisory board member for the Northwest Fencing Center. Kelsey Financial serves private and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm utilizes tactical asset allocation with a combination of quantitative and fundamental analysis, alongside both long- and short-term trading strategies.

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