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.

Raymond Lemke is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. He serves on the board of the Bethesda Church Foundation. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Patrick Czerwinski is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Merriman Wealth, Key Investment Services, and KeyBank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, mutual funds, and ETFs.

Dylan Sahakian is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has experience in the automotive industry and recreational equipment sectors prior to his current role. Outside of his advisory work, he is involved with Cascade Moto Eugene. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through recommendation-based, non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Timothy Mahalak is a financial advisor with Commonwealth Financial Network based in Eugene, OR. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2003, he has led Mahalak Financial Management as president and sole owner, operating a securities business. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Rory Robison is a CFP® professional with 26 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2008. He has maintained a long-standing affiliation with New York Life starting in 1999. Outside of his advisory work, Robison serves on the boards of Bushnell University and Relief Nursery, both nonprofit organizations in Eugene, OR. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gary Feldman is a financial advisor with Commonwealth Financial Network in Eugene, Oregon. He holds Series 63 and Series 65 licenses and has 47 years of industry experience. Feldman has been with Commonwealth since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, compliance, and practice-management support.

Austin Brown is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Cypress Wealth Advisers and the University of Oregon. Outside of finance, Brown has been involved with Cafe Yumm since 2020. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, primarily offering non-discretionary, recommendation-based advice.

Sydney Brisco is a financial advisor with Key Investment Services LLC, holding a Series 66 license and three years of industry experience. Prior to joining Key Investment Services and KeyBank NA in 2024, Brisco worked at Van Clemens & Co., Inc., Van Clemens Wealth Management, Van Clemens Insurance Associates, and Symmetry Financial Group. Outside of finance, Brisco owns and operates Just a Homeowner, a website and Etsy shop focused on home maintenance and decoration content. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separate managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment selection and provides supervisory oversight and third-party manager access within the KeyCorp group.

Tracy Lampman is a CFP® professional with 27 years of experience, currently serving at Valic Financial Advisors since 1999. She also holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a limited liability partner in Corinthian Investments, LLC. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

David Bonebrake is a CFP® with 28 years of experience in financial planning and advisory services. He has been with Commonwealth Financial Network since 2013 and also operates Bonebrake Financial Planning & Investments, a private entity through which he conducts securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Tamara Humphries is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner since 2021, previously spending ten years at Sapient Private Wealth Management, LLC. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios, combining in-house research with third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Nichole Zahner is a CFP® with eight years of industry experience, currently serving at Integrity Alliance, LLC. She previously worked at Lion Street Advisors and Finley Davis Financial. Zahner is also a licensed life insurance agent providing life insurance services to clients. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and custodial platforms.

Brent Moeller is a financial advisor with VALIC Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also affiliated with Agia. Outside of his advisory role, Moeller serves as a board member of the Central Lutheran Foundation and as Treasurer for Central Lutheran Church, both nonprofit organizations in Eugene, Oregon. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and maintaining a large client base with a broad advisory network.

Elizabeth Gustafson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman and Roehl & Yi Investment Advisors, LLC. Gustafson has also been involved with the Boys and Girls Clubs of Emerald Valley. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad platform that includes investment management, financial counseling, family office services, and access to affiliated service companies offering insurance, lending, and real estate investment solutions.

Jesse Howes is a financial advisor with Eagle Strategies (New York Life) based in Eugene, OR. He holds Series 66 and Series 63 licenses and has 20 years of industry experience. Jesse has worked with New York Life Insurance Company and its affiliated entities since 2005 and has operated Howes Financial since 2023. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Adriel Gaines is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, and Cetera Advisors. Outside of his advisory role, Gaines is president of A. Gaines Financial, where he provides life, health, and long-term care insurance services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models supported by proprietary and third-party platforms.