CFP®-certified financial advisors in Eugene, OR

Aimee Butler is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC for seven years and held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of her financial advisory work, Butler is an independent consultant for Rodan and Fields, a direct-selling hair and skin care company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a range of specialized products and services.

Matthew Siel is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Benjamin Wenzel is a CFP® with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jesse Coffee is a CFP® with 12 years of industry experience, currently serving at Integrity Wealth LLC. He previously worked at TRUE Private Wealth Advisors, LLC and Merrill. He also owns Retirement Intelligence, LLC, which provides educational classes on retirement planning topics. Integrity Wealth serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small team managing approximately $305 million in client assets and offers customized portfolios primarily using low-cost mutual funds and ETFs alongside other investment options.

Richard Yost is a CFP® with 49 years of experience, currently affiliated with On Investment Management Company in Eugene, OR. He has held roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Equity Services, Inc., and National Life Insurance Company, each for over two decades. Outside of his advisory work, Yost is an owner of Fiscal Funding, Inc., an insurance sales business, and serves on the boards of NAIFA Lane County and the Society of Financial and Service Professionals – Greater Oregon. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning, third-party investment options, and managed accounts with both discretionary and non-discretionary structures.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.