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.

Ellie Phillips is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Apex Systems and Avenue5 Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers integrated services such as trust company capabilities and securities-based lending.

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.

Scott Ollerenshaw is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors and RBC Capital Markets. He serves as vice president on the board of Rose City Cemetery in Portland, OR. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on client goals and risk profiles and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.

Kandace Darling is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2021 and previously worked there from 2001 to 2021. Outside of advising, she is involved as a distributor with Advocare, a vitamins and supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Sylvia Ebbert is a financial advisor with Edward Jones in Albany, Oregon, holding the Series 66 designation and possessing 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the board and Finance Committee of CASA of Linn County, where she assists in budget oversight and policy setting. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Adam Niemet is a financial advisor with Edward Jones in Corvallis, Oregon, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Ventacity Systems and Parker Hannifin among other roles. 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 solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William O'hearn is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with Edward Jones in Corvallis, OR, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He previously worked at Ameriprise, Farmers Insurance, Morgan Stanley, Citigroup Global Markets, and other firms. Outside of his advisory role, he officiates high school and college basketball and football games through local officials associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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® charterholder with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Austin Henderson is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and previously held positions at Exact Staff, UPS, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.