Juli Marstall is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 42 years of industry experience. She has been with Eagle Strategies and Marstall Insurance Services since 2007, and her career also includes longstanding associations with Nylife Securities Inc. and New York Life Insurance Co. Marstall serves as an instructor for a personal finance course at Southwestern Oregon Community College and is a board member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Oregon Cultural Trust. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and operates mainly on a non-discretionary asset management basis, working within an integrated New York Life affiliate structure.

Charles Keady is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Fred Meyer, Brookings Harbor School District, and MTC dba Sierra Nevada Job Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, supported by a large network of financial advisors and branch offices.

Andrew Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wright works as a boat pilot for RogueJets Inc. and serves as a project manager and consultant for the Port of Gold Beach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and extensive research resources.