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Hunter D

Series 66

Eugene, OR

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kristine W

Series 66

Eugene, OR

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Mervyn G

Series 66

Springfield, OR

Osaic Advisory Services, LLC

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.

Annuities
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Sarah K

CFP®, Series 66

Eugene, OR

Focus Partners Wealth, LLC

Sarah Kordon is a CFP® and holds a Series 66 designation with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, Valic Financial Advisors, First Allied Securities, Inc., The Commerce Company, and 1st Global Advisors Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients offering wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jane O

Series 63, Series 65

Eugene, OR

Centaurus Financial, Inc.

Jane Olbekson is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. before joining Centaurus Financial in 2019. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Courtney T

Series 63, Series 66

Eugene, OR

Bankers Life Advisory Services, Inc.

Courtney Tharp is a financial advisor with Bankers Life Advisory Services, Inc. based in Eugene, OR. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her prior work includes positions at Bankers Life and Assurant. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored investment strategies across various securities.

Wealth management Retired
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Nathan C

Series 65

Eugene, OR

Empower Advisory Group

Nathan Cabuco is a financial advisor with Empower Advisory Group, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Roehl & Yi Investment Advisors, Wells Fargo, and several other firms across various sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan D

Series 66

Eugene, OR

RBC Capital Markets

Ryan Dwyer is a financial advisor at RBC Capital Markets with 21 years of industry experience and holds a Series 66 designation. He previously worked at Nuveen Investments, LLC and City National Bank. Outside of his advisory role, Dwyer is involved with charitable organizations, serving on the board of the Michael J. Dwyer Foundation, where he helps organize a yearly golf tournament fundraiser, and as an at-large member of the Open Door Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Bruce B

Series 66

Eugene, OR

Edward Jones

Bruce Burbank is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as the head track coach at Willamette Christian Middle School, focusing on throwing technique. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

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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Lisa S

Series 66

Eugene, OR

Morgan Stanley

Lisa Schor is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Stifel, Nicolaus & Co., Inc., RBC Wealth Management, and Columbia Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Savannah R

Series 66

Junction City, OR

Edward Jones

Savannah Rossiter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2021. Rossiter holds a real estate broker license but does not actively utilize it and does not intend to renew it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 63, Series 65

Eugene, OR

Cetera

Christopher Bones is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Ameriprise. Outside of his advisory work, he serves as president of a local elementary school PTA, overseeing its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers to provide diverse investment solutions.

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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Mark H

Series 66

Eugene, OR

Edward Jones

Mark Hewitt is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in education and operated as a self-employed professional. He serves as Board President of the Eugene Education Foundation and has been involved in community entertainment events, often supporting charity fundraisers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and maintains one of the largest networks of financial advisors and branch offices in the industry.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Educators, Teachers, and Academics Founder/Business Owner
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Ramone R

Series 63, Series 65

Eugene, OR

Primerica Advisors

Ramone Reed is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2005. Outside of his advisory role, he owns Reed Sports Academy LLC and serves as a caregiver with SF Cares, as well as acting as a notary public in Springfield, OR. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a broad network of advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Justin B

Series 63, Series 65

Springfield, OR

Fidelity

Justin Blatny is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory role to multiple registered investment companies and use of advanced technologies such as AI in research.

Charitable giving & philanthropy Active portfolio management
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Michael B

Series 66

Eugene, OR

Cetera

Michael Bergland is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and Jones & Roth Financial Advisors. In addition to his advisory role, Bergland serves as Treasurer of the board for BRING Recycling, a nonprofit focused on community recycling and reuse initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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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Daniel W

Series 66

Eugene, OR

Edward Jones

Daniel Watkins is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Young Life from 2006 to 2017. 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 strategies, 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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Brianna P

Series 63, Series 66

Eugene, OR

J.P. Morgan Securities

Brianna Palarion is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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William S

CFP®, ChFC®, Series 66

Eugene, OR

Edward Jones

William Smail is a financial advisor with Edward Jones in Red Bluff, CA. He holds the CFP®, ChFC®, and Series 66 designations and has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 66

Eugene, OR

Cetera

Shiloh Powers is a financial advisor at Cetera with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Cetera, Powers worked at Edward Jones and Rogue Credit Union. He serves as a board member for Ronald McDonald House Charities, assisting with event planning, support, and marketing for families. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform featuring model portfolios, third-party managers, and customized strategies, with over $256 billion in assets under management and more than 10,000 advisors.

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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