Traci Murray is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses typically delivered on an episodic, fee-based basis.

Jason Mc Murphy is a financial advisor with Edward Jones in Salem, OR, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, Key Investment Services, and Key Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Sara Wallace is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, previously working at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs with a focus on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services ranging from direct individual plans to Corporate Financial Planning agreements.

Ronald Boyles is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Wealth Management since 2012 and currently serves in Morgan Stanley Private Bank. Outside of his advisory work, Boyles is a trustee on the board of the Four Corner Rod and Gun Club in Salem, Oregon. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and model-based outcome simulations, offering a range of retail and institutional investment solutions.

Rachelle Chia is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Tyson Wooters is a financial advisor with Edward Jones in Salem, OR, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has a background that includes multiple roles in various school districts and education-related organizations. Outside of his advisory role, Wooters owns and presents for Leaders Creating Leaders, LLC, an education consulting business that provides customized content for students and educators. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caitlyn Tolboe is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at AmeriTitle and various financial groups. She has also been involved with a family farm and several small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

David Leatherwood is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Fidelity Investments since 2021 and previously held various roles at USAA Financial Advisors and related firms from 2007 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios consisting of mutual funds, ETFs, and ETPs.

Caitlin Davis is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008, working out of Salem, OR. Outside of her advisory role, she owns and maintains commercial real estate properties through Davis Family Land Holdings LLC in Salem and Keizer, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branches nationwide.

Mario Montiel is a financial advisor with Edward Jones in Keizer, Oregon, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Outside of his advisory work, he is involved in managing several rental and commercial property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Smith is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and a wide range of investment offerings.

Vanessa Shearer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Haynes Tax and Advisory Services and has experience in sales and healthcare sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nolan Miller is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has a diverse work background including roles in education and retail prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Laura Dix is a financial advisor with LPL Financial in Woodburn, Oregon, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, incorporating model portfolios, third-party asset management, and institutional platforms.

Matthew Atkins is a financial advisor at Edward Jones in Keizer, OR, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in the retail and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Desiree Davenhill is a financial advisor with Morgan Stanley in Lake Oswego, Oregon, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Clearview Wealth Advisors, Securities America Advisors, KMS Financial Services, and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Richard Lee Jr. is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2014. He also has an ownership interest in Summit Wealth Management, LLC, where he is involved approximately 10 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Jenifer Jensen is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and Willamette Financial Group LLC. Outside of her advisory role, she owns a consulting and administrative support business and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Gina Seeley is a financial advisor with Ameriprise in Salem, OR, holding a Series 66 designation and bringing 1 year of industry experience. Her prior work includes positions at Edward D. Jones and The Springs Living at Carmen Oaks. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data with a distinctive enrollment process and an investment universe influenced by affiliated product relationships.

Barbara Ellich is a Series 66 licensed financial advisor with Thrivent Investment Management and has three years of industry experience. Prior to joining Thrivent, she worked at Albany Christian School and Excel Managed Care. She is also involved as a senior sales coordinator in a home-based wellness business focused on promoting hydroponic gardening and dietary improvements through plant-based supplements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive goal-based financial analyses and written recommendations across a wide range of planning areas without portfolio management or discretionary trading authority.