Brandon Perkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career as a bank teller, progressing to roles as branch manager and financial advisor at a regional bank before joining Merrill Lynch. Brandon works with individuals, families, and business owners to provide customized advice and guidance across various aspects of wealth management, including tailored investment management, cash-flow analysis, retirement planning, higher-education funding, and wealth-transfer strategies. Brandon holds a Bachelor's degree in History from Oregon State University, where he was a three-time letter winner on the wrestling team. He has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His experience combines teaching ability and banking background to offer focused financial advice, emphasizing an educational approach to wealth management. Outside of his professional activities, Brandon is an enthusiastic supporter of Oregon State's wrestling program and serves as a board member of the OSU Wrestling Endowment Fund. He enjoys hunting, fishing, traveling, and spending time with his wife and three children.

Jordan Swigart is a Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding individuals and families to simplify their financial lives through personalized planning. He focuses on assisting clients with moderate to aggressive risk tolerance in areas such as navigating career changes, preparing for retirement, building family plans including legacy considerations, managing business ownership transitions, and handling real estate holdings. Based in Oregon, Jordan serves clients nationwide and offers 15-minute consultations. Jordan holds a Bachelor's Degree from Biola University and carries the Personal Investment Advisor (PIA) designation. His approach to financial planning is influenced by his background as a pastor, emphasizing attentive listening, deep care, and consistency in client relationships. Outside of his professional work, Jordan and his family reside in Oregon after returning from Southern California in 2026 to be closer to family. He engages in various sports including basketball, football, golfing, hiking, pickleball, running, skiing, and surfing. Jordan is also involved in community organizations such as Camp Attitude, Fullerton Free, and OC United, and participates in his local church alongside his family.

George Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Salem, Oregon. He works with individuals, business owners, and their families to simplify finances through a holistic approach. His focus includes retirement planning, cash flow management, business succession planning, credit and lending needs, and generational education saving strategies, with lending services provided through Bank of America, N.A. George holds a Bachelor's Degree from Linfield College and holds the Personal Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals and providing financial confidence in navigating their financial futures. George and his wife, Abby, live in Salem with their two children. He enjoys stand-up paddling and golf. He has volunteered with the McNary High School football program from 2013 to 2015 and has been involved with the Fellowship of Christian Athletes (FCA).

Kyle Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals by developing personalized wealth management strategies. Kyle works closely with clients to provide tailored financial solutions that address their individual situations, including risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes the importance of understanding each client's full financial picture to create strategies that adapt to changing market conditions. He holds a Bachelor's Degree from The University of Montana and is a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Kyle participates in community activities, including volunteering with Mid-Valley Pop Warner. His personal interests include baseball, cooking, football, golfing, music, and watching movies.

Ryan Seaders is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Swancutt, Perkins and Danek Group. Since joining Merrill Lynch in 2020, Ryan has provided customized advice and steady leadership, helping clients align their finances with their values and needs. Prior to Merrill Lynch, he spent ten years as a Financial Solutions Representative with First Tech Federal Credit Union, offering financial guidance to individuals, families, and institutions. With experience dating back to 2010, Ryan works extensively with individuals, couples, and multigenerational families, including physicians, retirees, business owners, and others at various stages of wealth planning. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Ryan's approach involves in-depth conversations to understand clients' values and financial situations, enabling informed decision-making. Ryan holds a Bachelor of Science degree in Business Administration with a focus in Accounting from Southern Oregon University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys spending time with his wife and daughter, as well as engaging in activities such as racquetball, cooking, running, hiking, camping, and woodworking.

Anthony Vredenburg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He supports clients by creating personalized financial strategies that align with their long-term goals, focusing on simplifying financial complexities and providing actionable plans to build, manage, and preserve wealth. Anthony’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. He works primarily with retirees and aspiring retirees but is available as a resource to a broad range of clients. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Bemidji State University and a Master’s Degree from Western Oregon University. Anthony is a member of Toastmasters and participates in community efforts such as PurpleStride. Outside of work, he enjoys baseball, camping, cooking, fishing, football, golfing, music, reading, traveling, and spending time with his family.

William Swancutt is a Senior Financial Advisor at Merrill Lynch Wealth Management. After retiring from the National Football League in 2007, he began his financial services career at a boutique investment firm and joined Merrill Lynch in 2010 to provide clients with tailored advice and access to specialized resources. He brings a disciplined, straightforward approach to portfolio management, relationship development, and team leadership. Swancutt focuses on assisting former and current athletes with personal cash management strategies to help them live comfortably off their assets, pensions, and other income well before typical retirement age. His client base primarily grows through referrals, reflecting his commitment to responsive service and helping clients understand sound financial decisions. A graduate of Oregon State University with a Bachelor's degree in Business Administration, Swancutt lives in Salem with his wife and three children. He supports several local nonprofit organizations, serves on the Oregon State University Beaver Athletic Scholarship Fund Board of Directors, and enjoys golfing and following Oregon State football.

Kristen Pardun is a financial advisor with Merrill in Salem, Oregon, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.