Steven Binns is a financial advisor at TRUE Private Wealth Advisors, LLC with 14 years of industry experience. He previously worked at Peregrin Asset Advisers, Inc. for nine years before joining TRUE Private Wealth Advisors in 2021. Outside of advising, he serves as a principal for Garrett Creek Mitigation Bank, LLC, which sells wetland credits to land developers. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across about 1,478 client relationships, using model portfolios overseen by an Investment Committee and offering tailored portfolio options including ESG exposures at client direction.

Michael Long is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, Oregon. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role at TRUE Private Wealth Advisors since 2014, he worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2023. He is also a licensed insurance agent. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and other entities. The firm provides discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars, managing approximately $1.26 billion across about 1,478 client relationships.

Thomas Paterson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with TRUE Private Wealth Advisors, LLC, where he has worked since 2023. Prior to that, he was with Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, he is the owner of Patman, LLC, a commercial property holding company. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships and employs a team-based approach to portfolio management under an Investment Committee’s oversight.

Maria Olsen is a financial advisor at TRUE Private Wealth Advisors, LLC with 18 years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and Corrigan Wickman Advisory, LLC. Maria also serves as a notary, providing notarization services for client documents as needed without charge. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering customized extended portfolios for clients who accept additional risks.

Joel Blount is a financial advisor with Keudell Morrison Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Keudell Morrison in 2018, he worked at Wells Fargo Advisors for six years. Outside of his advisory role, Mr. Blount is a licensed insurance agent authorized to sell various insurance products. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory investment approach and operates a wrap fee program that emphasizes systematic diversification, institutional trading access, and detailed operational procedures.

Todd Smith is a financial advisor with Investment Research Corp in Silverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Pinnacle Advisory Group, LLC, American Growth Financial Services, World Capital Brokerage, Inc., and LPL Financial LLC. Outside of his advisory work, he is involved in insurance sales and consulting and serves as an Oregon Notary Public. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.

David Black is a financial advisor at Beacon Wealth Consultants, Inc. in Salem, OR, holding a Series 65 designation with four years of industry experience. His prior roles include positions at the Oregon Department of Revenue and RetireReady Solutions. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, offering comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a structured discovery process and emphasizes faith-based, Biblically Responsible Investment screening in its portfolio construction.

Michael Barr is a financial advisor at TRUE Private Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked for Salem Emergency Physician Services for 13 years. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships and utilizes model portfolios overseen by an Investment Committee, employing mutual funds, ETFs, and cash management vehicles.

Stephen Altman is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. for 11 years. Altman serves on the boards of several local nonprofits, including the Salem Health Foundation, Family Building Blocks, and the Trysting Tree Foundation. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios developed by Advisory Groups under Investment Committee oversight.

Michael Davis is a financial advisor at TRUE Private Wealth Advisors, LLC with 26 years of industry experience. He has been with TRUE Private Wealth Advisors since 2012. Outside of his advisory role, he is the owner of Rolling D Ranch, LLC, a farming and ranching business with no revenue to date. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships, utilizing model portfolios overseen by an Investment Committee and offering tailored portfolio options including mutual funds, ETFs, and individual securities.

Landon Davis is a financial advisor at TRUE Private Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining TRUE Private Wealth Advisors in 2024, he worked in educational roles including positions at BDS School District and Montana State University. He also has experience with Sweet Grass Ranch and Sprague High School. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management, financial planning, and institutional consulting. The firm manages approximately $1.26 billion across more than 1,400 client relationships, utilizing model portfolios overseen by an Investment Committee and offering various investment vehicles including mutual funds and ETFs.

Michael Morrison is a financial advisor at Keudell Morrison Wealth Management, LLC with 29 years of industry experience. He held roles at Wells Fargo Advisors from 2012 to 2018 before joining Keudell Morrison Wealth Management, where he has worked since 2018. Morrison holds Series 63 and Series 65 licenses. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans with services including investment management and comprehensive financial planning. The firm manages approximately $921.5 million in client assets and employs an investment approach based on Modern Portfolio Theory, using a mix of mutual funds, ETFs, and separately managed accounts.

Larry Keudell is a CFP® professional with 42 years of industry experience, currently serving at Keudell Morrison Wealth Management, LLC since 2018. Prior to that, he worked for six years at Wells Fargo Advisors. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm manages approximately $921.5 million in client assets and employs a Modern Portfolio Theory-based investment approach with diversified asset allocation and use of mutual funds, ETFs, and separately managed accounts.

Joseph Morelli is a CFP® professional with four years of industry experience, currently serving at Keudell Morrison Wealth Management, LLC. His prior work includes nine years at ON1, Inc. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm manages approximately $921.5 million in client assets and employs a Modern Portfolio Theory-based investment approach with systematic diversification and multiple research methodologies.

Todd Gescher is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, OR, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at TRUE Private Wealth Advisors since 2012 and previously at Purshe Kaplan Sterling Investments. Gescher is also involved as a member of an LLC that owns and manages an office building where his firm is located. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and other entities with discretionary investment management, fee-based financial planning, institutional consulting, and educational seminars. The firm manages approximately $1.26 billion across about 1,478 client relationships and employs a team-based investment approach overseen by an Investment Committee.

Jason Herber is a financial advisor with TRUE Private Wealth Advisors, LLC in Salem, Oregon. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Mr. Herber has been with TRUE Private Wealth Advisors since 2012. Outside of his advisory role, he is involved as a member of an LLC that owns and manages a two-story office building in Salem, which also houses his firm. TRUE Private Wealth Advisors is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and other entities with discretionary investment management and fee-based financial planning. The firm manages approximately $1.26 billion across nearly 1,500 client relationships and employs a team-based approach to portfolio management overseen by an Investment Committee.

Max Elvrom is a CFP® professional with 15 years of experience in financial advising. He currently works at Keudell Morrison Wealth Management, LLC, joining the firm in 2024 after seven years at Edward Jones and two years at USAA Financial Advisors. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans with investment management and comprehensive financial planning, applying a Modern Portfolio Theory-based approach that emphasizes systematic diversification and uses mutual funds, ETFs, and separately managed accounts.

John Palmer is a CFP® professional with 43 years of industry experience, currently affiliated with BFC Planning, Inc. in Salem, OR. His prior experience includes roles at Securities Management & Research, Inc. and National Asset Management, Inc. Palmer also operates JK&P Associates, a business involved in insurance and securities. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Manuel Martinez Jr. is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Gradient Advisors LLC and Ruggiero Wealth Management, LLC. Outside of his advisory role, he serves as President of Copa Wealth Strategies, which provides investment services and insurance sales, and is involved with Legal Shield and 360 Advantage LLC, referring clients to legal services and supplemental employee benefits. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies including discretionary management, passive, active, and ESG-oriented options, managing over $1.6 billion in discretionary assets.

Michael Tomscha is a financial advisor at PFG Advisors in Keizer, OR, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at United Planners, OSAIC, and Raymond James Financial Services. In addition to his advisory work, he has been involved in real estate ownership since 2021. PFG Advisors offers fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental and technical analysis.