Brian Jeffrey Van Hoy

My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.

Alicia Martinez is a financial advisor at DiFi Advisory in Salem, OR, with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, J.P. Morgan Securities, and Capstone Wealth Advisors. Outside of her advisory work, Martinez serves as an on-call victim advocate for the National Center for Victims of Crime, providing support and resources nationally. DiFi Advisory offers investment management and financial planning services for individuals, trusts, estates, and business entities. The firm uses a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerance and provides written financial plans along with periodic account reviews.

Paul Cramer is a Series 66-credentialed advisor with 22 years of experience, currently serving at JGC Tax & Wealth Management. He has held roles at multiple firms including Avantax and Witzke & Mendenhall. In addition to his advisory work, he manages tax preparation and accounting services at Johnson, Glaze & Co., PC. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, and institutional clients. The firm employs a tailored investment approach based on Modern Portfolio Theory and maintains formal affiliations with an accounting firm and a pension consulting provider to coordinate advisory, tax, and retirement-plan services.

Katie Fallin is a financial advisor with JGC Tax & Wealth Management in Salem, Oregon, holding a Series 65 designation and seven years of industry experience. She has worked at JGC Wealth Management, LLC since 2016 and is also involved with the affiliated accounting firm Johnson, Glaze & Co., PC, where she performs tax preparation and related duties. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and coordinates advisory, tax, and retirement-plan services through its formal affiliation with an accounting firm and a pension consulting provider.

Robert Norton is a financial advisor at Capstone Wealth Advisors, LLC in Salem, Oregon, holding a Series 66 designation with 25 years of industry experience. He worked at Wells Fargo Advisors Financial Network, LLC from 2012 to 2017 before joining Capstone Wealth Advisors, where he has been since 2012. Norton has a partial ownership interest in SKYWALKER LLC, a commercial real estate business supporting wealth management practice clients. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm employs a long-term, balanced, and disciplined investment approach, managing roughly $230 million in client assets with a small team and no stated account minimum.

Jacob Wihtol is a financial advisor at Capstone Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience in various roles including at Clodfelters and Spanish Trails. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm uses a long-term, balanced approach with broadly diversified portfolios and manages approximately $230 million in client assets.