Geoffrey Hughes is a financial advisor with RBC Capital Markets in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

David Aichele is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Springfield, OR. His prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations for clients.

Charity Tucker is a financial advisor with LPL Financial in Eugene, Oregon, holding a Series 66 designation and five years of experience in the industry. Prior to joining LPL Financial, Charity worked at Acumen Information Systems and Applied Scientific Instrumentation. Outside of her advisory role, she is a business owner of Catching Sunsets LLC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

William Harbert is a financial advisor with RBC Capital Markets in Eugene, OR, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he served ten years with the Springfield Police Department. He has been with RBC Capital Markets since 2021 and also worked at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Bryan Selby is a financial advisor with Thrivent Investment Management in Eugene, OR, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Thrivent Financial and Thrivent Investment Management Inc. in 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate management and planning services.

Sean Porter is a financial advisor with Edward Jones in Eugene, OR. He holds a Series 66 designation and has experience in the financial industry beginning in 2005, including roles at KeyBank and Pacific Hometown Insurance. Sean joined Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Peter Drakatos is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with LPL Financial since 2013. Drakatos is also involved with PED Wealth Management Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Carrie Fortier is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services and Avantax Insurance Services and is a partner at Jones & Roth Financial Advisors, LLC, where she provides tax advice. Fortier serves as the board president of the St. Paul School Foundation, a nonprofit that provides scholarship assistance for tuition. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Zachary Blalack is a financial advisor with Ameriprise in Eugene, OR, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, Blalack serves as Treasurer on the Board of Directors for the Eugene Symphony Association and is a member of the Finance Committee for the Lane Community College Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Ryan Cushing is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Wireless Vision LLC from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Casey Mccright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the wealth management field since 2008 and joined Merrill Lynch in 2010. Casey specializes in comprehensive wealth management and the design and management of qualified and non-qualified retirement plans, serving successful families, medical professionals, and privately held businesses with a focus on multi-generational wealth planning. He holds a Bachelor of Science degree in Business and Economics from the University of Oregon and has also studied at Copenhagen Business School, receiving a Certificate in International Economics. Casey has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), and Retirement Benefits Consultant (RBC). Casey lives in Eugene, Oregon, with his wife, two children, and black lab. They enjoy running, cycling, and various family activities in the Pacific Northwest. His community involvement includes participation with organizations such as Eugene 4J Schools, Kidsports, and YEBW.

Turner Brantley is a financial advisor with Osaic Wealth, Inc. based in Eugene, OR. He holds a Series 66 designation and has 5 years of industry experience, including prior work at Retirement Planning Group / Lincoln Financial Advisors. Outside of advisory roles, he is an agent offering fixed insurance products such as fixed annuities, disability, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. Its approach includes firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios with various investment types.

Wendy Cheney is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked exclusively within Wells Fargo-affiliated entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering various specialized planning areas for clients who meet a net-worth threshold.

Zachary Johnston is a CFP®-designated financial advisor with 15 years of industry experience, currently with Morgan Stanley in Eugene, OR. His prior roles include positions at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Garth Blake is a Series 66-credentialed financial advisor with 17 years of industry experience, currently serving clients at Edward Jones in Eugene, OR since 2016. He has spent the past decade with Edward Jones, a full-service wealth management firm. Edward Jones serves over four million individual and institutional clients through a broad network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Andrew Weber is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and various Wells Fargo entities. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to develop personalized recommendations.

Gregory Hansen is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 credentials and with 17 years of industry experience. He has also operated Hansen Financial Services since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jacqueline Keele is a CFP®-certified financial advisor with Wells Fargo Advisors and has three years of industry experience. She previously worked at Wells Fargo Clearing and has professional experience in the coffee industry and full-time education roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through various programs.

Garrett Nehl is a financial advisor with RBC Capital Markets in Eugene, OR, holding a Series 66 designation and eight years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2018. Outside of his advisory role, Nehl serves as the 2025 Auction Chair for Saint Paul Catholic School, a volunteer position involving event planning and sponsorship management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with investment strategies tailored to clients’ risk profiles.

Sally Kesey is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been a member of the team since 2019. She plays a key role in managing The Stender Group's business operations and works closely with clients to ensure thorough attention to detail in their financial plans. Sally holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) designation. Sally brings experience from her previous work in corporate finance and specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Alongside her brother and father, she has contributed to managing a sizeable portfolio. Sally earned her bachelor's degree from the University of Oregon. Outside of her professional role, Sally is involved with organizations including the Junior League, Lane Blood Center, and the Portland Art Museum. She has also been active with the Mount Pisgah Arboretum, having served as its President of the Board of Directors.