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Michal H

CFP®, Series 66

Corvallis, OR

Edward Jones

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.

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

Series 66

Albany, OR

Edward Jones

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.

Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Chandler T

Series 65

Albany, OR

Kelsey Financial, LLC

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.

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