Eric Ottesen is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at AE Wealth Management since 2019 and has longstanding involvement with Bridge Retirement Resources LLC since 2005, where he is the owner and founder focused on fixed insurance product sales. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach combining multiple model strategies and advisor-managed portfolios.

Kendra Plueard is a financial advisor with Valic Financial Advisors in Eugene, OR, holding a Series 66 designation and eight years of industry experience. She has worked at Valic since 2015, transitioning to Valic Financial Advisors in 2018, and has been associated with Agia since 2022. Outside of her advisory role, she occasionally sells personal items on eBay through a virtual garage sale. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Moorea Monaco is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Thomas Davis is a financial advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Integrity Alliance, Davis worked at Lion Street Advisors and American Independent Securities Group, LLC. He serves as a board member of the PeaceHealth Sacred Heart Medical Center Foundation and is the president of the Eugene Executives Association. 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 asset management, financial planning, and retirement consulting services, utilizing both advisor-managed and model-based portfolio strategies across various investment platforms.

Brian Barker is a financial advisor with Valic Financial Advisors in Eugene, OR, holding the CFP® and ChFC® designations and Series 63 and 65 licenses. He has 16 years of industry experience and has worked with firms including AGIA and AIG Capital Services. Outside of advisory services, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion in assets.

Curtis Rasmussen is a financial advisor with Eagle Strategies (NY Life) in Eugene, OR, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of his advisory role, he volunteers with the Eugene Relief Nursery, an organization providing education and respite care for families at risk of neglect or abuse. Eagle Strategies serves a broad range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Jane Fruin is a financial advisor with Eagle Strategies (NY Life) in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked at Sperix Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as president of Plain Janes, a small retail business, and is involved in motivational speaking to Christian women’s retreats and service organizations. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

John Van Ravenhorst is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Voya Financial Advisors since 2014 and previously worked at Bridges Wealth Management. In addition to his advisory role, Van Ravenhorst is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates multiple affiliated programs and revenue-sharing relationships.

Julia Lindberg is a financial advisor with &PARTNERS in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Parsons Financial Advisors for two years and Commonwealth Financial Network for thirteen years. Lindberg is also president and owner of Lindberg Investments LLC, an entity created for securities business. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through platforms like Envestnet.

Leopold Alapont is a financial advisor with Commonwealth Financial Network based in Eugene, OR, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth Financial Network and Blue River Group, LLC since 2019 and previously at U.S. Bancorp Investments, Inc. from 2012 to 2019. He is the sole owner of Blue River Group, LLC, a private entity facilitating securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Kimberly Blackmore is a financial advisor with Voya Financial Advisors, Inc. and Bridges Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Voya since 2014 and at Bridges Wealth Management since 2013. Outside of her advisory roles, she operates as an independent insurance agent and provides notary services for retirement forms to clients at no charge. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, with services such as financial planning, portfolio management, and retirement plan consulting. The firm offers multiple advisory programs, emphasizing recommendation-based, non-discretionary relationships alongside broker-dealer product offerings.

Samantha White is a Series 66-registered financial advisor with Voya Financial Advisors, Inc. She has 11 years of industry experience, including her current tenure at Stifel since 2015. Outside of advisory services, she holds roles as a notary public and an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, and institutions. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based relationships with a predominance of non-discretionary accounts.

Shawn Gergen is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. He holds a Series 66 designation and has been affiliated with Steward Partners entities since 2006. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

John Mc Vay Jr. is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2018. Prior to that, he was involved with Magic Moments LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring and supervisory oversight.

Colin Mcdonnell is a financial advisor with Valic Financial Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2004 and is also associated with Agia, where he offers non-securities insurance products. 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kenneth Jorgenson II is a financial advisor with Centaurus Financial, Inc. in Eugene, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for 12 years. Outside of his advisory role, he volunteers as a youth sports coach and board member for Emerald Kidsports, a nonprofit serving the Eugene-Springfield area. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Elijah Desmond is a Series 66-licensed advisor at Kestra Advisory with one year of industry experience. Prior to his financial advisory role, he held various positions in the food service industry and worked in academic settings including Arizona State University and Yavapai College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

Hunter Deshaw is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and has previously worked at Bonebrake Financial Planning & Wealth Management and in various roles outside finance, including positions at Mcmenamins North Bank and Cafe Yumm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, compliance, and practice-management support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Kristine Worden is a Series 66-licensed financial advisor with Valic Financial Advisors in Eugene, OR, bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and holds a concurrent position as an agent with Agia, focusing on non-securities insurance products. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mervyn Garcia is a financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, Inc., and SELCO Community Credit Union. In addition to his advisory duties, he sells life insurance through Gallagher Insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.