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.

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 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.

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.

Jana Basden is a financial advisor with Edward Jones in Albany, OR, holding the CFP® and CFA® designations and bringing 39 years of industry experience. Her prior roles include fifteen years at Rosenbaum Financial and two years at Banc of America Investment Services, Inc. Outside of her advisory work, she volunteers as a special advocate for children in foster care with CASA of Linn County and participates as a member of the Oregon Archaeological Society, where she has served as treasurer and board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

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 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.

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.

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.

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.

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.

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.

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.

Toni Dow is a financial advisor with Raymond James Financial in Corvallis, OR, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an associate at Ollerenshaw Wealth Management, where she supports financial advisors through account administration and portfolio management tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical modeling and supports a broad network of advisors with specialized programs in municipal advisory and SIMPLE IRA consulting.

Tiffany Chona Giessinger is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in business operations for a financial advising franchise and serves as secretary for a local business in Corvallis, Oregon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies through a documented Recommendation Report. The firm’s approach integrates proprietary research and third-party data, with non-discretionary implementation carried out by clients or their advisors.

Gary Cotterell is a CFP® professional with 27 years of industry experience. He has been with Edward Jones since 2016, serving clients from Corvallis, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Helen Bennett is a CFP®-certified financial advisor with Edward Jones, based in Philomath, OR, and has 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as the head coach for the boys volleyball team at Philomath High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.