Timothy Schneider is a financial advisor at Edward Jones in Newport, OR, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2016. 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 wide range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Matthew Beck is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked for eight years at Stifel Nicolaus & Co., Inc. His professional activities include operating Financial Freedom Wealth Management Group, LLC, which serves as a DBA for his LPL business. 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 range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various investment strategies.

Eric Greenawald is a financial advisor with Edward Jones in Newport, Oregon, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2016. 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, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,700 financial advisors and 15,100 branch offices nationwide.

Richard O'hearn is a financial advisor at Edward Jones in Newport, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he leads a class on legacy planning at Oregon Coast Community College. 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 solutions under a fiduciary standard.

Haley Patton is a financial advisor with LPL Financial in Newport, Oregon, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Financial Freedom Wealth Management Group, she worked at Oregon Coast Bank and HintonBurdick CPAs & Advisors. Patton is also involved with Freedom Tax, LLC, where she provides tax preparation and accounting services. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Tammy Green is a Series 66 licensed financial advisor with five years of industry experience, currently serving clients at Edward Jones in Newport, OR. Prior to joining Edward Jones in 2023, she worked seven years with Bankers Life Securities and Bankers Life & Casualty. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.

Lori Ellingson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with firms including VOYA Financial Advisors and Lion Street Financial prior to her current roles at Cetera and affiliated entities. In addition to her advisory work, Ms. Ellingson serves as treasurer for Newport Oregon Pride, a nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party managers.