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Wendy O
Series 63, Series 65
Gleneden Beach, OR
Wedbush Securities Inc.
Wendy Olson is a financial advisor with Wedbush Securities Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior roles include positions at StanCorp Equities, NYSE Chicago, Cetera, and Lincoln Financial Distributors. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing services, with portfolio management tailored to client objectives and risk tolerances.
Donald L
Series 63, Series 65
Gleneden Beach, OR
Advisory Services Network
Donald Leek is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and 17 years of industry experience. He worked at Vision Capital Management, Inc. for nine years prior to joining Advisory Services Network in 2017. Outside of his advisory role, he is also a real estate broker with Great Western Real Estate. Advisory Services Network operates a large platform of independent investment adviser representatives, providing investment advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services using various securities and third-party managers, with flexible engagement models tailored to client objectives.
Austin K
CFP®, Series 66
Lincoln City, OR
Edward Jones
Austin Kasner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Lincoln City, OR since 2016. Outside of his advisory role, he plays in a local band performing around venues in Lincoln City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services, managing approximately $1.01 trillion in assets across a large national network of advisors and branch offices.
Michelle R
Series 66
Lincoln City, OR
Edward Jones
Michelle Rose is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has held roles at Edward Jones since 2018. Prior to her advisory career, she worked briefly at Target and attended Gonzaga University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.
Duane S
CFP®, Series 66
Lincoln City, OR
LPL Financial
Duane Silbernagel is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2021, he operated Silbernagel Firewood, LLC and served on multiple local nonprofit boards, including Family Promise of Lincoln County and the North Lincoln Hospital Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Wendy W
Series 66
Lincoln City, OR
Edward Jones
Wendy Wilson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she owns and manages Paradox Monitoring Services, an alarm monitoring business based in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.
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