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.

Savannah Rossiter is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles including real estate brokerage, where she held a license though does not actively utilize it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, supported by a large nationwide network of advisors and branch offices.

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 credentials and with 17 years of industry experience. He has also operated Hansen Financial Services since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Michael Wadley is a financial advisor at LPL Financial in Eugene, OR, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at SELCO Community Credit Union, FedEx, DoorDash, and the FBI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement consulting with both discretionary and non-discretionary management options.

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.