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.

Kevin Freihoefer is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2002. Freihoefer serves as Budget Committee Chairperson for St. Francis of Assisi Catholic School and is a board member of the Legacy of Faith Catholic Community Foundation. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with banking and other financial products.

Travis Ducker is a Series 66-registered financial advisor with three years of industry experience, currently with LPL Financial. Prior to joining LPL, he worked at OSAIC, Securities America, and OCCU. He is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Geoffrey Hughes is a financial advisor with RBC Capital Markets in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment resources.

David Aichele is a CFP® professional with nine years of experience in the financial services industry, currently serving as an advisor at Wells Fargo Advisors. He has worked within various Wells Fargo entities since 2016, including Wells Fargo Clearing Services and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with a focus on discrete planning engagements.

Charity Tucker is a financial advisor with LPL Financial in Eugene, Oregon. She holds a Series 66 designation and has five years of experience with LPL Financial. In addition to her advisory role, she is the owner of Catching Sunsets LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

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 at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at KeyBank for eight years and Pacific Hometown Insurance for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Drakatos is a financial advisor with LPL Financial in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at RBC Capital Markets and Morgan Stanley DW Inc. He is also involved with PED Wealth Management Inc., a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carrie Fortier is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. She has held roles at Avantax Advisory Services and Avantax Insurance Services before joining Cetera in 2025. Outside of her advisory work, she serves as Board President of the St. Paul School Foundation, which provides scholarship assistance for school tuition. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary program structures across multiple custodians.

Zachary Blalack is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2013, following three years at Merrill. Blalack serves as Treasurer on the Board of Directors for the Eugene Symphony Association and participates on the finance committee for the Lane Community College Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through ongoing advice and written recommendation reports.

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.

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 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients who meet certain net-worth criteria.

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 with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and various Wells Fargo entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including retirement, cash flow, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer comprehensive client solutions.

Gregory Hansen is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with LPL Financial since 2009 and also operates Hansen Financial Services, which he founded in 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.