Ross Anderle is a CFP® professional with 22 years of experience in financial advising. He has been with Sapient Private Wealth Management, LLC since 2014. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management and comprehensive wealth management services. Sapient focuses on discretionary portfolio management with customized asset allocation and coordinated tax and estate planning as part of its fee-only advisory model.

Mitchell Lewis is a CFP® with eight years of industry experience currently serving at Sapient Private Wealth Management, LLC. He has been with Sapient since 2017 and previously held a position at Linfield College. Sapient Private Wealth Management offers discretionary investment management and comprehensive wealth planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment process includes customized asset allocation and portfolio rebalancing, utilizing separately managed accounts and a range of investment vehicles, supported by third-party platforms and integrated reporting.

Andrew College is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. Prior to joining the firm in 2022, he worked at Lyft and served eight years in the US Army. He is currently separating from the United States Army Reserve. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages client accounts primarily through its wrap fee program.

Dennis Konrady is a financial advisor with Sapient Private Wealth Management, LLC in Eugene, Oregon, holding a Series 66 designation and 25 years of industry experience. He has been with Sapient Private Wealth Management since 2016. Outside of his advisory role, he serves as a board member of Lane County Youth for Christ. Sapient Private Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a customized investment approach that incorporates separately managed accounts, mutual funds, ETFs, and fixed-income instruments, supported by third-party platforms for trading and reporting.

Ian Skurdal is a financial advisor with RiskBridge Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Finley Davis Financial Group and The US Gymnastics Academy. RiskBridge Advisors serves institutional clients and high-net-worth individuals, offering a risk-first, factor-based investment approach and a range of services including discretionary and non-discretionary investment management, sub-advisory solutions, comprehensive financial planning, and family office services.

Zachary Daeges is a financial advisor at Roehl & Yi Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Roehl & Yi since 2015. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach is based on fundamental analysis and Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Sarah Mellgren is a CFP® with 14 years of industry experience, currently serving as an advisor at Roehl & Yi Investment Advisors, LLC since 2011. She holds a Series 66 license and is based in Eugene, OR. Outside of her advisory role, Mellgren serves on the Southtowne Rotary Board and is a board member of the Alvord Taylor Foundation. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, managing portfolios through mutual funds, ETFs, individual securities, and third-party managers, primarily via its wrap fee program.

Rene Jaramillo Mariscal is a financial advisor at Roehl & Yi Investment Advisors, LLC with a Series 65 designation. He has one year of industry experience. Prior to joining the firm, he served in the US Navy for 11 years. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process combines fundamental analysis with an asset-allocation framework grounded in Modern Portfolio Theory, offering discretionary management tailored to each client’s risk tolerance and financial needs.

Sarah Brooke is a CFP® with 18 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to that, she worked at KMS Financial Services, Inc. from 2007 to 2020. She is a member of the finance committee for Coburg Community Charter School. Sittner & Nelson, LLC is a four-advisor firm managing approximately $895.9 million in discretionary assets, serving individuals, high-net-worth clients, trusts, retirement plans, and other business entities. The firm provides wealth management, financial planning, and retirement plan consulting through discretionary portfolio management focused on fundamental analysis, asset allocation, and a long-term buy-and-hold strategy.

Thomas Mcginnis is a ChFC® credentialed financial advisor with over 53 years of industry experience. He has worked at Belpointe Asset Management LLC since 2020 and has held roles at several other financial services firms over his career. Outside of advising, he is a co-owner of a residential rental business established in 1983. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors, managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolio strategies and various affiliated investment vehicles.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners in Eugene, OR, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and Roehl & Yi Investment Advisors. He also maintains an insurance agent license in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using various asset classes and employs both discretionary and non-discretionary management strategies.

Suanne Jones is a CFP® professional with 28 years of industry experience, currently serving at American Independent Securities Group, LLC since 2005. She holds a Series 66 license and is involved in insurance sales, estate planning, charitable planning, and financial planning through her business, Inspired Retirements, where she also acts as a speaker and author. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management with multiple implementation pathways.

David Hinson is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Calton & Associates, Inc. since 2019 and previously worked at Capital Financial Services, Inc. for 12 years. In addition to his advisory role, he owns an accounting and tax preparation firm where he serves as a CPA and is involved in managing rental real estate through a separate business. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of investment program structures and integrates both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer.

Paul Rowe is a financial advisor with Wedbush Securities Inc. in Eugene, OR, holding Series 63 and Series 65 registrations and having 42 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1990, totaling 36 years at the firm. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Richard Yost is a CFP® with 49 years of experience, currently affiliated with On Investment Management Company in Eugene, OR. He has held roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Equity Services, Inc., and National Life Insurance Company, each for over two decades. Outside of his advisory work, Yost is an owner of Fiscal Funding, Inc., an insurance sales business, and serves on the boards of NAIFA Lane County and the Society of Financial and Service Professionals – Greater Oregon. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning, third-party investment options, and managed accounts with both discretionary and non-discretionary structures.

Aimee Butler is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC for seven years and held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of her financial advisory work, Butler is an independent consultant for Rodan and Fields, a direct-selling hair and skin care company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a range of specialized products and services.

Ginger Ottesen is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. She has worked with AE Wealth Management since 2017 and is also the founder and owner of Sage Wealth Strategies, LLC, an independent insurance business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Alexander Schwarte is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked with Eagle Strategies since 2020 and operates under the Robison Financial Group name to service insurance and financial product clients. Prior to his financial career, he was involved with the University of Oregon Football Program from 2016 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, managing a majority of assets on a non-discretionary basis and working within the New York Life affiliate structure.

Elle Brooks is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is a notary public and an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily delivering non-discretionary recommendations.

Malakai Gaines is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at Cascade Distribution and operated A Gaines Financial. He graduated from Arizona State University in 2025. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and various proprietary and third-party platforms.