Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

Benjamin Smith is a financial advisor at Horizon Wealth with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Impact Partnership Wealth, Ashton & Associates Wealth Management, and Resources Investment Advisors. Smith is also the president and owner of LegacySmith, a wealth management and insurance firm based in Monmouth, OR. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for over 160 clients. The firm serves individuals and high-net-worth clients with investment management, financial planning, and consulting services, emphasizing diversified asset allocation and tax-aware planning.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Travis May is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked in various roles at Wells Fargo from 2015 through 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers, while performing ongoing due diligence and supervisory oversight.

Joel Kennedy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edelman Financial Engines, LLC, Marx Productions, LLC, and Video Tech Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Luke Purkey is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2020. Prior to that, he operated Purkey Bookkeeping, LLC and held roles at AXA Advisors and Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing product due diligence while providing access to third-party discretionary managers and supervisory oversight.

Sheri Hall is a Series 66-licensed financial advisor with Edward Jones in Albany, OR, and has 12 years of industry experience. She has been with Edward Jones since 2013. 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.

Sandra Lobato is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions with Wells Fargo Clearing, Keudell Morrison Wealth Management, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing a variety of management approaches and investment strategies supported by in-house and third-party research.

Steven Goto is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kjerulf Goto Wealth Management LLC and Waddell & Reed, Inc. Goto has served as a notary public and participated in community organizations such as the Rotary Club of Salem Sunrise. 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Meyer is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Chick-fil-A and the Colorado School of Mines. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jeffrey White is a CFP® and Series 66-licensed financial advisor with Edward Jones in Albany, OR. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he works as a contractor providing equipment testing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of asset levels. The firm offers discretionary and non-discretionary investment solutions, access to separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Robert Douglas Timmerman is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and over 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a broad network of advisors and branch offices. 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.

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.

Ryan Hanson is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bari Rogers is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages a rental property business involving basic repair and tenant management. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard and supports over 23,000 advisors and 15,000 branch offices nationwide.

Gregory Covert is a financial advisor at Primerica Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1983. Outside of his advisory role, he is an author of several books, including "Hawkeye Ridge," "On Presidential Orders," "Volcano Ranch," "Operation Betty," and "Liberty Island." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jana Basden is a financial advisor at Edward Jones in Albany, OR, holding the CFP® and CFA® designations with 39 years of industry experience. She previously worked at Rosenbaum Financial for 15 years and has operated Plutus Advisory Service since 2013. Outside of her advisory work, Basden volunteers as a special advocate for children in the foster care system and has served as a board member and treasurer for the Oregon Archaeological Society. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs with a fiduciary standard and is notable for its extensive branch network and affiliated financial services beyond traditional advisory roles.

John Wolcott is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Services since 2003 and was previously employed at NORPAC Foods Inc. John also engages in part-time sales of home security, automation, and loan products through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with thousands of advisors and billions in assets under management.

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.