Ryan Seaders

Advisor at Merrill

Updated today

Location

Salem, OR 97302

Credentials

Series 66

Industry experience

5 years

About

Ryan Seaders is a Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2020, he provides customized financial advice and leadership to clients, helping them align their finances with their personal values and needs. Ryan works extensively with individuals, couples, and multigenerational families, guiding them through wealth management strategies and addressing diverse financial situations.

With over a decade of experience in wealth management, Ryan previously served as a Vice President and Financial Solutions Advisor at Merrill Lynch and spent ten years as a Financial Solutions Representative with First Tech Federal Credit Union. He has worked with clients from various backgrounds, including physicians, retirees, business owners, and families, assisting them with college education planning, retirement preparation, tax minimization, philanthropic planning, and other areas of financial health. Ryan holds a Bachelor of Science in Business Administration with a focus in Accounting from Southern Oregon University and has earned the Personal Investment Advisor (PIA) designation.

Outside of his professional role, Ryan enjoys spending time with his wife and daughter. His personal interests include camping, cooking, hiking, racquetball, running, and woodworking.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Charitable giving & philanthropy

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

1255 Lee St Se

Salem, OR 97302

Most active in

California · Texas

Work history

Bank of America, N.A.

2020 - Present (6 years)

Merrill

2020 - Present (6 years)

First Tech Federal Credit Union

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brenna J

CFP®

Salem, OR

Collective Wealth Planning

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.

General retirement planning General tax planning Public Service Employee Baby Boomers (Born 1946-1964)
user avatar

Stewart H

PFS™, Series 66

Salem, OR

Willamette Valley Wealth Management, LLC

Stewart Hayes is the principal of Willamette Valley Wealth Management, LLC in Salem, OR. He holds the PFS™ designation and Series 66 license, and has 21 years of experience in the financial services industry. In addition to his advisory role, Hayes owns and operates an accounting firm, Fischer, Hayes, Joye & Allen, LLC. Willamette Valley Wealth Management is an independent, single-advisor firm managing approximately $69.9 million for around 67 clients. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan services, employing fundamental, technical, and cyclical analysis to tailor investment programs to individual client objectives.

Founder/Business Owner
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Michael W

Series 65

Sublimity, OR

Walsh Financial LLC

Michael Walsh is the sole advisor at Walsh Financial LLC in Sublimity, OR, holding a Series 65 credential with one year of experience in financial advising. Prior to founding Walsh Financial, he worked for the Oregon Department of Transportation and has been self-employed since 2012. Outside of advising, he provides remote personal fitness training, which accounts for a portion of his time. Walsh Financial LLC is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and provides tailored services that include educational seminars and project-based planning options.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Alicia M

Series 63, Series 66

Salem, OR

Difi Advisory

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.

ESG / Sustainable investing
user avatar

Danae J

CFP®, Series 66

Salem, OR

Capital Financial Planners

Danae Johnson is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Capital Financial Planners, LLC since 2008, with a prior role at Kms Financial Services, Inc from 2011 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach based on Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platform solutions.

Wealth management Founder/Business Owner
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Skylar S

Series 65

Salem, OR

Meridian Wealth Management

Skylar Simpson is a Series 65-licensed advisor at Meridian Wealth Management with one year of industry experience. Prior to joining Meridian, Skylar worked for two years at Bonaventure and spent ten years at KS & S Design, LLC. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation using ETFs, mutual funds, and individual securities, with a small team structure that supports a concentrated client servicing model.

Concentrated stock management Private / alternative investments Liquidity event planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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