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.

Heather Tucker is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with LPL Financial since 2019 and has experience with Eugene Springfield Professionals and Waddell & Reed, Inc. Additionally, she is involved with Chalget LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Gerald Rouleau is a financial advisor with Wells Fargo Advisors in Springfield, OR, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Continuity Group LLC, an administrative company based in Springfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use proprietary research and planning tools to develop tailored recommendations, which clients can implement through various brokerage or advisory programs.

Richard Smith is a financial advisor with Edward Jones in Eugene, OR, holding the ChFC® and Series 66 designations and having four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at the Lane County Sheriff's Office. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Spriggs is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has worked within Wells Fargo-affiliated firms since 2009. Outside of financial services, she serves as a box office house manager for The Cottage Theatre in Cottage Grove, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Haley Thomas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include nine years at Wells Fargo Clearing and one year at WELLS FARGO Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with specialized services such as business-owner transition planning and special-needs analysis.

Richard Driessnack is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Edward Jones. 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 planning menu supported by proprietary research and tools, with tailored recommendations delivered through advisor meetings and written summaries.