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Mark B
ChFC®, Series 63, Series 65
Salem, OR
Carson Wealth
Mark Bain is a financial advisor with Carson Wealth and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at VOYA Financial Advisors and Cetera Advisor Networks. Bain is also an insurance agent, selling annuities and long-term care products, and owns Bain Wealth Management, LLC. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, using a combination of model portfolios and customized investment solutions.
Denise T
Series 63, Series 65
Salem, OR
Carson Wealth
Denise Talbert is a financial advisor at Carson Wealth with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Bain Wealth Management, CWM, LLC, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. Talbert serves as Treasurer and Board Member for American Heritage Girls Troop 1531 and holds board positions with the Willamette Valley Estate Planning Council and St. Joseph Catholic Church Finance Administration Council. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement services, using an Investment Committee to construct and monitor model portfolios and providing access to customized investment solutions and third-party sub-advisors.
Jared O
Series 65
Salem, OR
Carson Wealth
Jared Oliver is a financial advisor at Carson Wealth with a Series 65 credential and one year of industry experience. He previously worked at AgWest Farm Credit and Bain Wealth Management. Jared serves as a board member for Hope Station Community Services, a nonprofit organization. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by integrations with major custodians and technology providers.
Kayla O
CFP®, Series 65
Salem, OR
Carson Wealth
Kayla Oliver is a CFP® with five years of industry experience, currently serving as a financial advisor at Carson Wealth. Her work history includes multiple roles at Bain Wealth Management and CWM, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by a model portfolio approach and partnerships with custodians and alternative investment providers.
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