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.

Sarah Kordon is a CFP® and holds a Series 66 designation with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management and Valic Financial Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s long-term investment approach emphasizes tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment programs.

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.

Courtney Tharp is a financial advisor with Bankers Life Advisory Services, Inc. in Eugene, OR. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her career includes roles at Bankers Life and Assurant. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities to align with clients’ goals and risk tolerances.

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.

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.

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.

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.

Savannah Rossiter is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles including real estate brokerage, where she held a license though does not actively utilize it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, supported by a large nationwide network of advisors and branch offices.

Christopher Bones is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of his advisory role, he serves as president of a local elementary school PTA, managing its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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.

Ramone Reed is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with PFS InvestmentS Inc since 2014. Outside of advisory work, Reed is the owner of Reed Sports Academy LLC and serves as a caregiver with SF Cares. Primerica Advisors is a large institutional firm offering a wrap-fee asset management program primarily to individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports accounts with custodial services from Pershing.

Justin Blatny is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

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.

Brianna Palarion is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019, following an eleven-year tenure at J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

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.

Joshua Houghton is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, DoorDash Inc., and Wells Fargo Bank, among others. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of AI and systematic methodologies in portfolio management.

Frank Johnston III is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. His career includes roles at RBC Capital Markets Corporation, City National Bank, and Morgan Stanley Private Bank. Outside of finance, he coaches high school tennis for the Eugene School District 4J. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and analyses.