Andrea Yoder is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Stacey D Mealer, Attorney, for four years and was also affiliated with Edward Jones from 2016 to 2024. Andrea holds a Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Noah Hubele is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and various roles outside finance including positions at Dutch Brothers Coffee and Oregon State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform model and collaborates with KeyCorp affiliates to offer due diligence, advisory, and risk management services.

David Hansen is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Hansen sells fixed annuities through a sole proprietorship and serves as a board member for the Church of the Firstborn, Willamette Valley, as well as a city councilor for Brownsville, Oregon. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.

Douglas Phillips is a financial advisor with Edward Jones in Lebanon, Oregon, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns commercial property leased to Edward Jones in Sweet Home, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a wide network of financial advisors and branch offices nationwide.

Savanna Duran is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior experience at DLF Pickseed, Academy Mortgage, and Guild Mortgage. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Shelley Erickson is a Series 66-licensed financial advisor at Edward Jones with 11 years at the firm and two years of industry experience. She is based in Lebanon, OR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Kent Toomb is a financial advisor with LPL Financial in Lebanon, Oregon, holding Series 63 and Series 66 credentials with 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997 and has operated Toomb's Insurance & Financial Services since 1993, focusing on outside sales of non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies and a platform that integrates both advisory and non-advisory financial activities.

Sacha Savri is a Series 66-licensed financial advisor with Edward Jones, based in Lebanon, Oregon, with one year of industry experience. Prior to joining Edward Jones, Savri worked for Range Research Consulting for five years and RHG Capital/Invictus RG for eleven years. Savri has also been self-employed since 2006. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Jeoffrey Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at Spring Mobile for seven years. Outside of his advisory role, he owns and operates Five4one Baggers, a business that organizes regional cornhole tournaments and sells branded merchandise. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Renae Tallan is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Inspiring Joy LLV, a short-term rental business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Mitchell is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, he worked at AOP Technologies, Inc. and Fastenal Company. Outside of his advisory role, he is involved in retail sales with Amway. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Trevor Hurley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Key Investment Services for eight 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Morris is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of ten years in the industry. Her prior roles include positions at Jones & Roth and Northwest Quadian Wealth Management. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Christopher Meek is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, Meek is involved in a family agricultural business that sells miniature Schnauzer puppies and occasionally chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Quinn Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and Financial Freedom WMG. He also serves as an assistant football coach at George Fox University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Phillip Long is a financial advisor at Edward Jones in Albany, OR, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent 16 years at CH2M Hill/Jacobs Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs and fiduciary services. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated mutual funds, trust company, and securities-based lending options.

Ellie Phillips is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Apex Systems and Avenue5 Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers integrated services such as trust company capabilities and securities-based lending.

William O'hearn is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Henderson is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and previously held positions at Exact Staff, UPS, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Barbara Koontz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has held roles at MaPS Credit Union and Cuso Financial Services, and currently serves as a part owner of Koontz, Elker, and Associates, a financial services firm. Koontz is also an insurance agent selling long-term care products. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program structures and access to third-party money managers.

Gabrielle Hyde is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Intel Corporation and Oregon State University. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he manages a business entity for tax and investment purposes under Gary Richter PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors.

Rosco Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffery Smith is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation and with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he works as a tattoo artist on weekends through his business, Janky Bird LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large national network of financial advisors and branch offices.

Jeffrey Canfield is a financial advisor with Edward Jones based in Sweet Home, Oregon, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Corvallis House and the State of Oregon for 30 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Gregory Krpalek is a financial advisor with LPL Financial based in Albany, OR, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and previously worked at Sagepoint Financial, Inc. He has also operated KrpaLek Insurance & Financial Services since 1983. 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 and access to various investment programs and institutional platforms.