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 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she serves as secretary for Gibson Hill Builders and manages business operations through Kai LLC to support her financial advising franchise. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and utilizes algorithmic tools alongside personalized review to support client retirement strategies.

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.

Renae Tallan is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Inspiring Joy LLV, a short-term rental business in Salem, Oregon. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sundstrom is a financial advisor at Edward Jones in Corvallis, Oregon, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns rental properties in Corvallis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Trevor Hurley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Key Investment Services for eight years. 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.

Haley Johnson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bjorn Carlson is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in education at Whitworth University and Greater Albany Public Schools. Outside of his advisory role, he is a member of Canda LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Gatherum is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Security First Advisor Corvallis, Inc. and Geneos Wealth Management. He is the owner of Northstone Wealth Management and serves as a board member and president of the Oregon Running Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized employer advisory programs.

Andrew Beck is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Beck serves on the Board of Directors for the Oregon Contemporary Theatre, teaches improvisation at Oregon State University, and participates as an actor in theatre productions. He also competes in poker tournaments, including the World Series of Poker. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kayla Maruffo is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. She has been with Edward Jones since 2017, following nine years at Valley Federal Credit Union. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Christopher Meek is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, Meek is involved in a family agricultural business that sells miniature Schnauzer puppies and occasionally chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Harrington V is a financial advisor with Merrill, holding a Series 66 designation and based in Corvallis, Oregon. He has been with Merrill since 2024 and has prior experience at Bank of America. In addition to his advisory role, he manages an Etsy shop specializing in vintage and custom trucker hats. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kelly Gallagher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Wells Fargo in 2020, Gallagher worked at RBC Capital Markets starting in 2008. Outside of his advisory role, he serves as the head boys golf coach at Crescent Valley Boys High School and is the treasurer of the Good Samaritan Hospital Foundation in Corvallis, 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 options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Eric Erwin is a financial advisor with Ameriprise in Corvallis, OR, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Equinox Investment Advisors and Dixon Creek Enterprises. Ameriprise provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Graff is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo in various capacities from 2008 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Quinn Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and Financial Freedom WMG. He also serves as an assistant football coach at George Fox University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kathryn Mcleod is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and JP Morgan Securities LLC. She is also a co-owner of Embedded Solutions, an engineering firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by comprehensive research and diverse investment options.

Brent Carlson is a financial advisor with LPL Financial in Albany, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2013 and operates a business under the name Eagle Crest 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 nationwide network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

David Cudo is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1988. He is also the owner of Cudo Financial, Inc., a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.