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.