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.

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.

Mathew Wynn is a financial advisor at JH Advisors with five years of industry experience. He holds a Series 65 designation and has worked previously at Green Newton Jamison from 2014 to 2022. JH Advisors provides discretionary and nondiscretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on passive, asset-class allocations, low turnover, and a buy-and-hold strategy.

Barrigan Nelson is a CFP® and holds a Series 66 designation with 24 years of industry experience. He has been with Capital Financial Planners since 2007 and previously worked at Kms Financial Services, Inc. from 2001 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, standalone 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 platforms such as Charles Schwab and AssetMark.

Steven Jamison is a CFP® with 16 years of industry experience, currently serving at JH Advisors. His prior roles include positions at Green Newton Jamison, LLP and Green Wealth Management, LLC. In addition to his advisory work, he is a partner and owner of an accounting firm, where he dedicates significant time outside of tax season. JH Advisors offers investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing passive asset-class allocations and low turnover.

Chad Campbell is a CFP® professional with 12 years of industry experience, currently serving at Capital Financial Planners since 2016. He previously worked at Kms Financial Services, Inc. from 2013 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 grounded in Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.

Stephanie Smith is a financial advisor with Keudell Morrison Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Keudell Morrison since 2018 and previously was with Wells Fargo Advisors Financial Network. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, using mutual funds, ETFs, and separately managed accounts, and incorporates fundamental, technical, and economic analysis.

Joseph Alstott is a financial advisor at TRUE Private Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at MDVIP. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across nearly 1,500 client relationships and utilizes a team-based approach to portfolio management under Investment Committee oversight.

Amanda Shine is a financial advisor at Keudell Morrison Wealth Management, LLC with 12 years of industry experience. She holds a Series 66 credential and has worked at Keudell Morrison since 2018, previously spending five years with Wells Fargo Advisors Financial Network, LLC. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans by providing investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and utilizes mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Kurt Potter is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Hoffman, Stewart & Schmidt PC and was employed by Cascade School District. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with global diversification and employs mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Allie Amerson is a financial advisor at TRUE Private Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining TRUE Private Wealth Advisors, she held roles at Pollard Family and Dartmouth Institutional Diversity & Equity, and has experience in education and local government. Outside of her advisory work, she coaches an 8th grade girls’ soccer team with the Chehalem Valley Soccer Club. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across more than 1,400 client relationships using model portfolios overseen by an Investment Committee.

Steven Binns is a financial advisor at TRUE Private Wealth Advisors, LLC with 14 years of industry experience. He previously worked at Peregrin Asset Advisers, Inc. for nine years before joining TRUE Private Wealth Advisors in 2021. Outside of advising, he serves as a principal for Garrett Creek Mitigation Bank, LLC, which sells wetland credits to land developers. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across about 1,478 client relationships, using model portfolios overseen by an Investment Committee and offering tailored portfolio options including ESG exposures at client direction.

Michael Long is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, Oregon. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role at TRUE Private Wealth Advisors since 2014, he worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2023. He is also a licensed insurance agent. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and other entities. The firm provides discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars, managing approximately $1.26 billion across about 1,478 client relationships.

Thomas Paterson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with TRUE Private Wealth Advisors, LLC, where he has worked since 2023. Prior to that, he was with Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, he is the owner of Patman, LLC, a commercial property holding company. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships and employs a team-based approach to portfolio management under an Investment Committee’s oversight.

Maria Olsen is a financial advisor at TRUE Private Wealth Advisors, LLC with 18 years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Corrigan Wickman Advisory, LLC. Maria also serves as a notary, providing notarization services for client documents as needed without charge. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering customized extended portfolios for clients who accept additional risks.

Joel Blount is a financial advisor with Keudell Morrison Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network, LLC for six years before joining Keudell Morrison in 2018. Outside of advising, Mr. Blount is a licensed insurance agent authorized to sell various insurance products. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm employs a global diversification strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, and separately managed accounts, including the occasional use of derivatives within SMAs.

Michael Barr is a financial advisor at TRUE Private Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked for Salem Emergency Physician Services for 13 years. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships and utilizes model portfolios overseen by an Investment Committee, employing mutual funds, ETFs, and cash management vehicles.

Stephen Altman is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. for 11 years. Altman serves on the boards of several local nonprofits, including the Salem Health Foundation, Family Building Blocks, and the Trysting Tree Foundation. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios developed by Advisory Groups under Investment Committee oversight.

Michael Davis is a financial advisor at TRUE Private Wealth Advisors, LLC with 26 years of industry experience. He has been with TRUE Private Wealth Advisors since 2012. Outside of his advisory role, he is the owner of Rolling D Ranch, LLC, a farming and ranching business with no revenue to date. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering tailored portfolio options including mutual funds, ETFs, and individual securities.

Landon Davis is a financial advisor at TRUE Private Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining TRUE Private Wealth Advisors in 2024, he worked in educational roles including positions at BDS School District and Montana State University. He also has experience with Sweet Grass Ranch and Sprague High School. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across more than 1,400 client relationships, utilizing model portfolios overseen by an Investment Committee and offering various investment vehicles including mutual funds and ETFs.