Casey Long is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Cetera and its related entities since 2013. He also operates Casey Long Financial Services, focusing on life insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers portfolio management, financial planning, and access to multiple investment platforms, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Brian Evans is a financial advisor with Edward Jones in Corvallis, OR, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Edward Jones since 1998. Additionally, he serves as an industry panelist for FINRA dispute resolution. 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 and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Scott Ollerenshaw is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 65 licenses and bringing 35 years of industry experience. He joined Raymond James in 2018 after previous roles at Wells Fargo Advisors. Outside of his advisory work, he serves as Vice President on the board of Rose City Cemetery in Portland. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors, using tailored planning and analytical tools to support client goals.

David Mendenhall is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ and Series 66 credentials and has a background that includes extensive work in accounting and tax preparation through his leadership roles at Tax & Wealth Management LLP and David Mendenhall CPA PC. Outside of his advisory work, he has served as a pyrotechnician for occasional fireworks shows. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to both affiliated and third-party money managers across various program structures.

Ernest Robledo Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience with First Tech Federal Credit Union and Oregon State Credit Union. Outside of his advisory role, he also works as an associate supporting advisors at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports both institutional consulting and municipal finance work within a large advisor network.

Adam Niemet is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Ventacity Systems, Parker Hannifin - Exotic Metals Forming, Wagstaff, and the University of Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Shannon Graham is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2012. Graham has also served as a financial advisor for First Tech Federal Credit Union since 2014 and was involved with Revenge Cycling & Promotions, LLC from 2013 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Cramer is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at Ameriprise for eight years and held roles at Farmers Insurance and Wilsonville Subaru. Outside of his advisory work, Cramer is involved in officiating high school and college basketball and football games through the Salem Basketball Officials Association and Salem Football Officials Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Tyler Childers is a financial advisor with Wells Fargo Clearing in Corvallis, OR, holding a Series 66 designation and 20 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wells Fargo Clearing in 2020. Childers serves on the finance committee of the Boys and Girls Club of Corvallis, where he advises on asset allocation and approves club finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Samuel Mercer is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation and with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brady Finkenaur is a CFP® and CFA® credentialed advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Elizabeth Ramos is a financial advisor at LPL Financial with four years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has experience in both banking and investment services. Ramos was also involved with Axel's Farmhouse Furniture LLC during 2021 to 2023. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various technology tools.

Cullen Recktenwald is a financial advisor with Wells Fargo Clearing in Corvallis, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Randstad USA and was a student at Evergreen State College. He serves as treasurer for Underground Ground of Alcoholics Anonymous, a nonprofit organization in Corvallis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Daniel Rilling is a financial advisor with Ameriprise, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and previously worked in exotic pet care. In addition to his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor at Canda LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed, annually updated recommendations that incorporate research, modeling, and tax-efficiency analysis.

William Heck is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked extensively in tax preparation and wealth management through his ownership and partnership roles in several related firms. Outside of his advisory work, Heck serves as Treasurer for the Mickey Riley Foundation, a nonprofit organization where he assists with budgeting and fundraising. Cetera Investment Advisers LLC provides a broad range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies.

Stephen Fargher is a financial advisor at LPL Financial in Corvallis, OR, holding the ChFC® designation and Series 63 license with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, New York Life Insurance Company, and Oregon State Credit Union. He is also a notary public in the State of Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Kelly Stepp is a financial advisor with Ameriprise in Corvallis, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining Ameriprise in 2017, Stepp worked at Raymond James Financial and Raymond James Financial Services from 2005 to 2017. Outside of advising, Stepp is involved in hay farming. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, delivering customized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Riddle is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation with nine years of industry experience, including prior work at Sapient Private Wealth Management. He is a minority owner of Callow Consulting Group, LLC, a small business consulting firm, and a silent partner in Black Forest Investments, LLC, which operates a golf simulator franchise. Edward Jones is a full-service wealth management firm serving a diverse client base through a nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Trevor Bulman is a CFP® and Series 66-licensed financial advisor with Edward Jones in Corvallis, OR, where he has worked for 10 years. His industry experience also spans a decade exclusively with Edward Jones. Outside of his advisory role, he is a partner in a property-buying and selling venture called B&C Home Renewals. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.