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Gabrielle H

CFP®, Series 66

Albany, OR

Edward Jones

Gabrielle Hyde is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Intel Corporation and Oregon State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth R

Series 63, Series 66

Corvallis, OR

LPL Financial

Elizabeth Ramos is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Bank of America. She also operated Axel's Farmhouse Furniture LLC for two years. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Travis L

Series 66

Stayton, OR

Raymond James Financial

Travis Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Prior to his financial advisory career, he spent ten years with the BC Lions Football Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical and risk-profiling tools, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cullen R

Series 66

Corvallis, OR

Wells Fargo Clearing

Cullen Recktenwald is a financial advisor with Wells Fargo Clearing in Corvallis, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Randstad USA and was a student at Evergreen State College. He serves as treasurer for Underground Ground of Alcoholics Anonymous, a nonprofit organization in Corvallis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Brianna N

Series 63, Series 65

Albany, OR

Edward Jones

Brianna Norlander is a financial advisor at Edward Jones with credentials including Series 63 and Series 65. She has experience in the financial industry dating back to 2013, having worked at Umpqua Bank for ten years before joining Edward Jones in 2024. Her prior roles also include positions at Freedom Mortgage, Guild Mortgage, and People's Bank of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Austin T

Series 66

Adair Village, OR

Ameriprise

Austin Thompson is a financial advisor with Ameriprise in Adair Village, OR, holding a Series 66 designation and three years of industry experience. His background includes roles in education with the Lincoln County School District and Pacific University, as well as involvement in the hospitality sector at Mo's Seafood and Chowder. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools overseen by an internal committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gary R

Series 63, Series 66

Albany, OR

LPL Financial

Gary Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he manages a business entity for tax and investment purposes under Gary Richter PC. 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 through its extensive network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel R

Series 66

Corvallis, OR

Ameriprise

Daniel Rilling is a financial advisor with Ameriprise, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2017 and previously worked in exotic pet care. In addition to his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor at Canda LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed, annually updated recommendations that incorporate research, modeling, and tax-efficiency analysis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rosco H

Series 66

Albany, OR

Edward Jones

Rosco Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. 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.

General retirement planning Retired Founder/Business Owner Executive
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William H

Series 66

Corvallis, OR

Cetera

William Heck is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked extensively in tax preparation and wealth management through his ownership and partnership roles in several related firms. Outside of his advisory work, Heck serves as Treasurer for the Mickey Riley Foundation, a nonprofit organization where he assists with budgeting and fundraising. Cetera Investment Advisers LLC provides a broad range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffery S

Series 66

Lebanon, OR

Edward Jones

Jeffery Smith is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation and with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he works as a tattoo artist on weekends through his business, Janky Bird LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dennis L

Series 63, Series 65

Stayton, OR

Raymond James Financial

Dennis Lulay is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Lulay has been with Raymond James since 1989 and currently operates out of Stayton, Oregon. He is also involved in the independent sale of fixed life insurance and annuity products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning and uses analytical tools to tailor strategies to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen F

ChFC®, Series 63

Corvallis, OR

LPL Financial

Stephen Fargher is a financial advisor at LPL Financial with eight years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life Insurance Company. He is also a commissioned notary in the State of Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly S

Series 63, Series 65

Corvallis, OR

Ameriprise

Kelly Stepp is a financial advisor with Ameriprise in Corvallis, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining Ameriprise in 2017, Stepp worked at Raymond James Financial and Raymond James Financial Services from 2005 to 2017. Outside of advising, Stepp is involved in hay farming. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, delivering customized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan R

Series 66

Corvallis, OR

Edward Jones

Jonathan Riddle is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation with nine years of industry experience, including prior work at Sapient Private Wealth Management. He is a minority owner of Callow Consulting Group, LLC, a small business consulting firm, and a silent partner in Black Forest Investments, LLC, which operates a golf simulator franchise. Edward Jones is a full-service wealth management firm serving a diverse client base through a nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Christopher S

Series 65, Series 63

Albany, OR

Edward Jones

Christopher Scariano is a financial advisor with Edward Jones in Albany, OR, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory practice, he is involved in farming through Scenic Wood LLC, managing acreage that includes grape cultivation for sale to a winemaker. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is noted for its large retail advisor network and affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy Business ownership considerations Founder/Business Owner
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Sten C

Series 63, Series 66

Albany, OR

Ameriprise

Sten Carlson is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as an elder on the board of United Presbyterian Church and is a member of the Whitworth University Business Advisory Board. He also owns a corporation, Canda LLC, which provides support services and expense management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on comprehensive research and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David E

Series 63, Series 66

Stayton, OR

Edward Jones

David Eder is a financial advisor with Edward Jones in Stayton, Oregon, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked at J.P. Morgan Securities for five years. He serves as the Finance Committee Chair for Salem Central SDA Church, where he oversees financial decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Trevor B

CFP®, Series 66

Corvallis, OR

Edward Jones

Trevor Bulman is a CFP® and Series 66-licensed financial advisor with Edward Jones in Corvallis, OR, where he has worked for 10 years. His industry experience also spans a decade exclusively with Edward Jones. Outside of his advisory role, he is a partner in a property-buying and selling venture called B&C Home Renewals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gregory K

ChFC®, Series 63, Series 65

Albany, OR

LPL Financial

Gregory Krpalek is a financial advisor with LPL Financial based in Albany, OR, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and previously worked at Sagepoint Financial, Inc. He has also operated KrpaLek Insurance & Financial Services since 1983. 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 range of advisory and brokerage services, including financial planning and access to various investment programs and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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