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.

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 24 years of industry experience. He has previously worked at RBC Capital Markets and Citigroup Global Markets. Outside of his advisory role, Gallagher serves as the head boys golf coach at Crescent Valley Boys High School and is the treasurer for the Good Samaritan Hospital Foundation in Corvallis, OR. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 17 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Graff is also involved with Northwest Financial Insurance Group, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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. She previously worked at Wells Fargo Clearing and JP Morgan Securities LLC. Outside of her advisory role, she is a co-owner of Embedded Solutions, an engineering business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brent Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Cetera Investment Services LLC for nine years before joining LPL Financial in 2013. Carlson operates a separate business, Eagle Crest Financial Services, based in Redmond, Oregon. 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 variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Corneliu Condrea is a CFP® and Series 66-registered financial advisor with Edward Jones in Albany, OR. He has seven years of industry experience, including eight years with Edward Jones and prior experience at Progressive Software Solutions. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Long is a financial advisor at Edward Jones in Albany, OR, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent 16 years at CH2M Hill/Jacobs Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs and fiduciary services. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated mutual funds, trust company, and securities-based lending options.

Ryan Graves is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates a fishing guide service in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.