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 Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. She previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Thomas Davis is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Advisors and American Independent Securities Group. Outside of his advisory role, he serves as a board member of the PeaceHealth Sacred Heart Medical Center Foundation and is the president-elect of the Eugene Executives Association. Integrity Alliance, LLC is a large advisory network serving a broad client base that includes individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

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 at VOYA Financial Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VOYA since 2014, with prior experience at Bridges Wealth Management and Voya Financial Partners, LLC. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services using a combination of in-house and external strategists, model portfolios, and technology-driven tools, while maintaining both discretionary and non-discretionary client relationships.

Julia Lindberg is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Parsons Financial Advisors and Commonwealth Financial Network. Lindberg is also president and owner of Lindberg Investments LLC, an entity created for securities business. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, employing a mix of proprietary and third-party strategies with both discretionary and non-discretionary approaches.

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 at Voya Financial Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Voya since 2014. Blackmore also operates as an independent insurance agent and provides notary services for retirement forms to her clients. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary arrangements.

Samantha White is a financial advisor with VOYA Financial Advisors, Inc. based in Eugene, OR. She holds a Series 66 designation and has 11 years of industry experience, including a prior role at Stifel from 2015 to 2016. Outside of her advisory work, she is a notary public and operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists and utilizes technology-enabled tools to deliver a mix of discretionary and non-discretionary investment management.

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 15 years of industry experience and holds a Series 66 designation. His prior work includes positions at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He was also involved with Magic Moments LLC for one year. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform technology and strategist portfolios, with a focus on non-discretionary management and integration with KeyCorp affiliates.

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 a Series 66 designation and three years of industry experience. He has worked at Bonebrake DeShaw Financial Planning & Wealth Management and Commonwealth Financial Network. Prior to his advisory career, he held positions at Mcmenamins North Bank and Cafe Yumm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America, Inc., and SELCO Community Credit Union. In addition to financial advising, he is licensed to sell life insurance through Gallagher Insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.