Tamara Stewart is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. Prior to joining &PARTNERS in 2025, she worked at Commonwealth Financial Network / Parsons Financial Advisors from 2021 to 2025. Before entering the financial services industry, she spent eleven years at Smith-Lund-Mills Funeral Chapel. &PARTNERS serves a diverse client base including individual and institutional clients, offering investment advisory and brokerage services alongside financial planning, retirement plan consulting, and investment banking. The firm utilizes a range of portfolio management approaches and operates as both a broker-dealer and registered investment advisor.

Matthew Parsons is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Commonwealth Financial Network for 20 years before founding Parsons Financial Advisors. He also serves as president of Parsons Financial Services, Inc., a private entity through which he manages advisory business operations and client financial planning. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, employing various portfolio management strategies and operating as both a broker-dealer and registered investment adviser.

Brandon Parsons is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Parsons Financial Advisors, Commonwealth Financial Network, and Parsons Financial Services Inc. \u0026PARTNERS serves a diverse client base, including individual and institutional investors such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers both advisory and brokerage services, utilizing the Envestnet platform to provide discretionary and non-discretionary portfolio management with a mix of proprietary and third-party strategies.

Troy Wilson is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has been affiliated with Cetera Wealth Services since 2013 and currently owns Hearthstone Wealth Management, a financial services business. In addition to his advisory work, he serves as an insurance agent offering fixed life and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through a nationwide network of over 10,000 advisors.

Ann White is a CFP® with 28 years of industry experience, currently working with Cetera in Cottage Grove, OR. She has held roles at Cetera Wealth Services, LLC and Hearthstone Wealth Management and is involved in local nonprofit leadership as president of the Cottage Grove Community Foundation board and co-chair of the Rotary Club of Cottage Grove. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Allen Jones is a financial professional at Cetera with 11 years of industry experience. He holds a Series 66 designation and previously worked at ANN M WHITE CFP INC for nine years. Jones is active in his community, serving in leadership roles at the Cottage Grove Masonic Lodge and Elk Lodge, and he also holds a notary public position. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kyle Dooley is a Series 66-licensed financial advisor with Edward Jones in Cottage Grove, OR, where he has worked since 2017. He has nine years of industry experience, including six years with U.S. Cellular prior to joining Edward Jones. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Shumway is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Edward Jones since 2005. Based in Cottage Grove, OR, his professional background is focused within this firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.