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 with Ameriprise in Salem, OR, holding a Series 66 designation and beginning his advisory career in 2025. Prior to Ameriprise, his work experience includes roles in education and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Laura Dix is a financial advisor with LPL Financial, 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 non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party resources.

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 over nine years in the industry. Her prior experience includes roles at Edward D. Jones and a position at The Springs Living at Carmen Oaks. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income and tax-aware withdrawal strategies.

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.