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.

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Travis May is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Corporate Trust, Wells Fargo Bank, and Harrisdirect LLC. 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 broad network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Joel Kennedy is a financial advisor with Empower Advisory Group in Albany, OR. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Advisory Group, he worked at Edelman Financial Engines, Marx Productions, and Video Tech Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Key Bank, AXA Advisors, and founding Purkey Bookkeeping, LLC. 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 plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, emphasizing non-discretionary asset management and a multi-provider investment model.

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.

Sheri Hall is a Series 66-licensed financial advisor with Edward Jones in Albany, OR, and has 12 years of industry experience. She has been with Edward Jones since 2013. 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, separately managed accounts, and affiliated mutual funds.

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.

Jeffrey White is a CFP® and Series 66-licensed financial advisor with Edward Jones in Albany, OR. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he works as a contractor providing equipment testing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of asset levels. The firm offers discretionary and non-discretionary investment solutions, access to separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Savanna Duran is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior experience at DLF Pickseed, Academy Mortgage, and Guild Mortgage. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ryan Hanson is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bari Rogers is a financial advisor with Edward Jones in Albany, Oregon, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved in managing a rental property, performing basic repairs and tenant management. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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.

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.

Jana Basden is a financial advisor at Edward Jones with 39 years of industry experience. She holds the CFP® and CFA® designations and has worked at Edward Jones since 2018. Prior to that, she was with Rosenbaum Financial for 15 years and Banc of America Investment Services for 2 years. Outside of her advisory work, she volunteers as a special advocate for children in foster care with CASA of Linn County and is involved with the Oregon Archaeological Society, having served as a board member and treasurer. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S., offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

Jeoffrey Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at Spring Mobile for seven years. Outside of his advisory role, he owns and operates Five4one Baggers, a business that organizes regional cornhole tournaments and sells branded merchandise. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Trevor Hurley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Key Investment Services for eight years. 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, 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.

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.

Quinn Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and Financial Freedom WMG. He also serves as an assistant football coach at George Fox University. 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 large nationwide network of financial advisors and branch offices.

Brent Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Cetera Investment Services LLC for nine years before joining LPL Financial in 2013. Carlson operates a separate business, Eagle Crest Financial Services, based in Redmond, Oregon. 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 variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Corneliu Condrea is a CFP® and Series 66-registered financial advisor with Edward Jones in Albany, OR. He has seven years of industry experience, including eight years with Edward Jones and prior experience at Progressive Software Solutions. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Long is a financial advisor at Edward Jones in Albany, OR, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent 16 years at CH2M Hill/Jacobs Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs and fiduciary services. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated mutual funds, trust company, and securities-based lending options.

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.

Ryan Graves is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates a fishing guide service in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kandace Darling is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2021 and previously worked there from 2001 to 2021. Outside of advising, she is involved as a distributor with Advocare, a vitamins and supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sylvia Ebbert is a financial advisor with Edward Jones in Albany, Oregon, holding the Series 66 designation and possessing 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the board and Finance Committee of CASA of Linn County, where she assists in budget oversight and policy setting. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

William O'hearn is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Henderson is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2023 and previously held positions at Exact Staff, UPS, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Gabrielle Hyde is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Intel Corporation and Oregon State University. 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 investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brianna Norlander is a financial advisor at Edward Jones with credentials including Series 63 and Series 65. She has experience in the financial industry dating back to 2013, having worked at Umpqua Bank for ten years before joining Edward Jones in 2024. Her prior roles also include positions at Freedom Mortgage, Guild Mortgage, and People's Bank of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he manages a business entity for tax and investment purposes under Gary Richter PC. 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 financial planning and investment management services through its extensive network of advisors.

Rosco Huebner is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Christopher Scariano is a financial advisor with Edward Jones in Albany, OR, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory practice, he is involved in farming through Scenic Wood LLC, managing acreage that includes grape cultivation for sale to a winemaker. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is noted for its large retail advisor network and affiliated capabilities such as a trust company and proprietary mutual funds.

Sten Carlson is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as an elder on the board of United Presbyterian Church and is a member of the Whitworth University Business Advisory Board. He also owns a corporation, Canda LLC, which provides support services and expense management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on comprehensive research and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Gregory Krpalek is a financial advisor with LPL Financial based in Albany, OR, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and previously worked at Sagepoint Financial, Inc. He has also operated KrpaLek Insurance & Financial Services since 1983. 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 and access to various investment programs and institutional platforms.

Adam Nielsen is a financial advisor at Edward Jones in Albany, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education and community roles, including positions at Santiam Christian Schools and First Baptist Church of Eugene. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Chandler Tso is a financial advisor at Kelsey Financial, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at Precision Castparts Corp., the City of Los Angeles, and Cosmopath, LLC, where he currently serves as a marketing consultant in HR and recruiting. He also serves as a volunteer advisory board member for the Northwest Fencing Center. Kelsey Financial serves private and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm utilizes tactical asset allocation with a combination of quantitative and fundamental analysis, alongside both long- and short-term trading strategies.