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 registrations and bringing 33 years of industry experience. She has worked with Voya Financial entities since 2003 and has additional roles as a notary and an independent insurance agent in Eugene, Oregon. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and a combination of in-house and external strategists to manage client relationships, offering both discretionary and non-discretionary account management.

Malakai Gaines is a financial advisor at Osaic Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. Before joining Osaic in 2025, he studied at Arizona State University and worked at Cascade Distribution. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides various advisory services through multiple program models, incorporating both proprietary and third-party platforms for portfolio management.

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 in Eugene, OR, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merriman Wealth, Key Investment Services, and KeyBank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Dylan Sahakian is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has been working in the industry since 2025. Prior to joining Voya, he was involved in automotive and recreational equipment businesses, including roles at Cascade Moto Eugene and Kiefer Auto Group. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to deliver customized investment solutions, operating both as an SEC-registered investment adviser and a FINRA-member 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. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, he was with Cypress Wealth Advisers and has worked in educational and food service roles, including at the University of Oregon and Cafe Yumm. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm combines investment policy statements, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment management and advisory services.

Sydney Brisco is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at KeyBank NA, Van Clemens & Co., Inc., and Symmetry Financial Group, LLC. Outside of her advisory role, she operates a website and Etsy shop called Just a Homeowner, which provides digital content to help homeowners maintain and decorate their homes. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates to support its investment offerings.

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 industry experience, currently affiliated with Commonwealth Financial Network. He has led Bonebrake Financial Planning & Wealth Management since 2015 and has been with Commonwealth since 2013. His background includes extensive experience in financial planning and wealth management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, 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 as a financial advisor at Integrity Alliance, LLC. She previously worked at Lion Street Advisors and Finley Davis Financial. Zahner also maintains a role as a life insurance agent providing clients with life insurance solutions. Integrity Alliance, LLC is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms and investment approaches.

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 Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at Merriman and Roehl & Yi Investment Advisors, LLC. Prior to her financial advisory career, she was involved with the Boys and Girls Clubs of Emerald Valley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jesse Howes is a financial advisor with Eagle Strategies (NY Life) in Eugene, Oregon. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities since 2005, as well as operating Howes Financial since 2023. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and tailored advisory solutions linked to insurance and annuity products.

Adriel Gaines is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Gaines is also president of A. Gaines Financial, where he manages life, health, and long-term care insurance services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and consulting services delivered through multiple program models and utilizes both proprietary and third-party platforms to build and monitor client portfolios.