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.

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.

Constance Fehlman is a Series 66 licensed financial advisor with Edward Jones in Eugene, Oregon, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a Member at Large on the board of the Eugene Concert Choir. 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 through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Derek Strubel is a financial advisor with LPL Financial in Springfield, OR, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior experience includes roles at Country Trust Bank, COUNTRY Capital Management Company, COUNTRY insurance affiliates, and Edward Jones. He is also involved with Wayside Retreat, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Julie Skinner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at RBC Capital Markets, LLC and Wells Fargo Clearing. Outside of her advisory work, she operates an eBay business selling collectibles and childhood items. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with an emphasis on customized recommendations and optional implementation through various brokerage and advisory programs.

Stephen Matteucci is a ChFC® credentialed advisor with Edward Jones in Eugene, OR, and has 10 years of industry experience, all with Edward Jones since 2016. He holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Kevin Czarnecki is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent 16 years at Berthel Fisher & Company Financial Services, Inc. His additional business activities include operating advisory services entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and various portfolio management tools.

Richard Fisher III is a financial advisor with LPL Financial in Eugene, Oregon, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he spent five years at Columbia Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Gary Johnston is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Johnston is involved with the Cottage Grove Eugene Sportsman Club, a charitable foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Daniel Gustafson is a financial advisor at Charles Schwab in Eugene, Oregon, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab Bank, RGA Service Inc, and the Yamhill County Sheriff Office. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Christopher Linkhorn is a financial advisor with Morgan Stanley in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and its Private Bank since 2015. Outside of his advisory role, he is the girls varsity soccer coach at Sheldon High School and serves as a board member for the South Shore Ski Club. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research from its Global Investment Committee.

Warren Hyster is a financial advisor at LPL Financial in Eugene, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Securities America Advisors and Pacific Life Insurance. He operates Hyster Financial Group, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Randal Plummer is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Primerica Financial Services since 1985 and is also affiliated with PFS Investments Inc. and Hardwood Industries. Outside of traditional advisory roles, he engages in part-time sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Rodger Deevers is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2018 and operates Deevers & Sons. Outside of finance, he is a published author and speaker on personal mental health experiences and the founder of The Lucky Enough Social Club. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Zachary Fuchs is a financial advisor with LPL Financial in Eugene, OR, holding the Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by comprehensive research and technology tools.

Tyler Bevans is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations for its clients.

Daniel Libolt is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation and having joined the firm in 2025. Prior to his advisory role, he worked for eight years at Timber Products Company and has experience with University Fellowship Church, Anthony Core Insurance Agency, and the University of Oregon. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jonathan Derby is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing several rental properties and is a member of Vaulters Aviation LLC, an entity formed to purchase an airplane for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Macdonald is a financial advisor at Stifel with 25 years of industry experience. He has held his current role at Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.