Andrea Yoder is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Stacey D Mealer, Attorney, for four years and was also affiliated with Edward Jones from 2016 to 2024. Andrea holds a Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Riley Rankin is a financial advisor at San Blas Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Allstate Financial Advisors, LLC and related Allstate entities for six years. Prior to his career in financial advising, he was employed at Gray Day Home Heat and held various positions in insurance and securities firms. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million across about 664 clients, utilizing a combination of fundamental, technical, and qualitative analysis with diverse investment options such as equities, mutual funds, ETFs, and options.

Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).

Alena Zaffery is a financial advisor at Clarity Wealth Development, LLC with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include work at Northwestern Mutual Wealth Management Company, KDFG & Associates LLC, and Keith Dragoo. Before entering the financial industry, she had diverse work experience including positions at Block 15 Brewing and Portland Japanese Gardens. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, working with both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers access to alternative and private-market investments within a fee-only framework.

Michelle Onaka is a Series 65-licensed financial advisor with Clarity Wealth Development, LLC in Corvallis, OR, and has two years of industry experience. She is the founder of Intentional Money Life, a financial education and coaching business. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, including both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, offering portfolios that may include individual equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private credit.

Shane Littleton is a financial advisor at Clarity Wealth Development, LLC in Corvallis, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Clarity Wealth Development, he worked for Catholic Charities SF and has experience with nonprofit organizations such as the Pontifical North American College and Bethlehem University Foundation. Clarity Wealth Development serves individuals and families with comprehensive financial planning and discretionary investment management, offering both ongoing advisory services and one-time planning engagements. The firm uses Modern Portfolio Theory and a long-term investment approach, incorporating a range of asset classes including individual equities, fixed income, mutual funds, ETFs, and alternative investments.

Kay Cole is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Clarity Wealth Development, LLC since 2010. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Clarity Properties, LLC, a separate real estate business. Clarity Wealth Development, a team of five advisors, provides comprehensive financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals and families. The firm utilizes Modern Portfolio Theory and a long-term investment approach, offering portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private credit.

Charles Owen is a CFP® with 20 years of industry experience, currently serving at Thrivent Advisor Network, LLC. He has worked with Thrivent Financial and its affiliated firms since 2006 and has held roles at Purshe Kaplan Sterling Investments. Owen also provides fixed insurance contract services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs diversified portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment options, and provides ongoing portfolio management and financial planning.

Noah Hubele is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and various roles outside finance including positions at Dutch Brothers Coffee and Oregon State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform model and collaborates with KeyCorp affiliates to offer due diligence, advisory, and risk management services.

David Hansen is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Hansen sells fixed annuities through a sole proprietorship and serves as a board member for the Church of the Firstborn, Willamette Valley, as well as a city councilor for Brownsville, Oregon. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.

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.

Douglas Phillips is a financial advisor with Edward Jones in Lebanon, Oregon, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns commercial property leased to Edward Jones in Sweet Home, Oregon. 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 strategies through a wide network of financial advisors and branch offices nationwide.

Shelley Erickson is a Series 66-licensed financial advisor at Edward Jones with 11 years at the firm and two years of industry experience. She is based in Lebanon, OR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

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.

Kent Toomb is a financial advisor with LPL Financial in Lebanon, Oregon, holding Series 63 and Series 66 credentials with 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997 and has operated Toomb's Insurance & Financial Services since 1993, focusing on outside sales of non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies and a platform that integrates both advisory and non-advisory financial activities.

Sacha Savri is a Series 66-licensed financial advisor with Edward Jones, based in Lebanon, Oregon, with one year of industry experience. Prior to joining Edward Jones, Savri worked for Range Research Consulting for five years and RHG Capital/Invictus RG for eleven years. Savri has also been self-employed since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Renae Tallan is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Inspiring Joy LLV, a short-term rental business in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Mitchell is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, he worked at AOP Technologies, Inc. and Fastenal Company. Outside of his advisory role, he is involved in retail sales with Amway. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Morris is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of ten years in the industry. Her prior roles include positions at Jones & Roth and Northwest Quadian Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Andrew Beck is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Beck serves on the Board of Directors for the Oregon Contemporary Theatre, teaches improvisation at Oregon State University, and participates as an actor in theatre productions. He also competes in poker tournaments, including the World Series of Poker. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christopher Meek is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, Meek is involved in a family agricultural business that sells miniature Schnauzer puppies and occasionally chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ellie Phillips is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Apex Systems and Avenue5 Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers integrated services such as trust company capabilities and securities-based lending.

Barbara Koontz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has held roles at MaPS Credit Union and Cuso Financial Services, and currently serves as a part owner of Koontz, Elker, and Associates, a financial services firm. Koontz is also an insurance agent selling long-term care products. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services with multiple program structures and access to third-party money managers.

Jeffery Smith is a financial advisor at Edward Jones in Lebanon, Oregon, holding a Series 66 designation and with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he works as a tattoo artist on weekends through his business, Janky Bird LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large national network of financial advisors and branch offices.

Jeffrey Canfield is a financial advisor with Edward Jones based in Sweet Home, Oregon, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Corvallis House and the State of Oregon for 30 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has a large network of advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

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.