Douglas Richards is a CFP® and ChFC® with 32 years of industry experience. He has worked at Securities America/Osaic for 15 years before joining Crest Financial, LLC in 2024. Richards is based in Elmira, OR, and holds Series 63 and Series 65 licenses. Crest Financial is a small independent advisory firm serving individuals, including high-net-worth clients, as well as corporate entities and pension or profit-sharing plans. The firm focuses on long-term, passive portfolio management using ETFs and low-cost index funds, comprehensive financial planning, and a formal pension consulting practice.

Riley Rankin is a financial advisor with SB Advisory, LLC holding a Series 66 designation and seven years of industry experience. Prior to joining SB Advisory in 2026, Riley worked with Allstate Financial Advisors, LLC and affiliated Allstate entities for six years. Riley’s background also includes roles in insurance and financial services with firms such as Guardian Life Insurance Company and Park Avenue Securities. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion across 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing a mix of fundamental, technical, and qualitative analysis to tailor portfolios using mutual funds, ETFs, individual equities, and outside managers.

Savannah Rossiter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2021. Rossiter holds a real estate broker license but does not actively utilize it and does not intend to renew it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Ryan Cushing is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Wireless Vision LLC from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Hansen is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with LPL Financial since 2009 and also operates Hansen Financial Services, which he founded in 1997. 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, model portfolio programs, third-party asset management, and institutional platforms.

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.

David Grinder is a financial advisor at Edward Jones in Eugene, Oregon, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emily Cushing is a financial advisor at Edward Jones with a Series 66 designation and over six years of industry experience. She previously worked at CUSO Financial Services LP and SELCO Community Credit Union, as well as Oregon Community Credit Union. Emily has been with Edward Jones during two separate periods, most recently since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.