Rosco Huebner is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. 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. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Stephen Fargher is a financial advisor at LPL Financial in Corvallis, OR, holding the ChFC® designation and Series 63 license with eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, New York Life Insurance Company, and Oregon State Credit Union. He is also a notary public in the State of Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

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.

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.

Christopher Scariano is a financial advisor with Edward Jones in Albany, Oregon, holding Series 65 and Series 63 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Scariano is involved in agriculture as a member of Scenic Wood LLC, where he manages vineyard acreage and leases farmland. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Gregory Krpalek is a financial advisor with LPL Financial in Albany, OR, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Sagepoint Financial, Inc. and his own firm, Krpalek Insurance & Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michal Habarad is a CFP® professional with six years of industry experience, currently serving as a financial advisor with Edward Jones since 2019. Prior to joining Edward Jones, Michal worked with Jackson Street Youth Services and held roles at Boda Furniture and Old Mill Center for Children and Families. Outside of advising, Michal is a member-at-large of the Corvallis Sustainability Coalition, where they help set policy, develop strategy, and oversee finances. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Adam Nielsen is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education and community roles, including positions at Santiam Christian Schools and First Baptist Church of Eugene. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Chandler Tso is a financial advisor at Kelsey Financial, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at Precision Castparts Corp., the City of Los Angeles, and Cosmopath, LLC, where he currently serves as a marketing consultant in HR and recruiting. He also serves as a volunteer advisory board member for the Northwest Fencing Center. Kelsey Financial serves private and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm utilizes tactical asset allocation with a combination of quantitative and fundamental analysis, alongside both long- and short-term trading strategies.