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.

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.

Kevin Chambers is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Headwater Investment Consulting, Inc. since 2015 and has served as a partner since 2026. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting, Inc. is a fee-only firm that provides investment management and financial planning to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages diversified portfolios using mutual funds and ETFs, guided by top-down macroeconomic analysis, and typically manages accounts on a discretionary basis.

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 with Fortis Capital Advisors, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, having previously worked at firms including Gradient Advisors LLC, Ruggiero Wealth Management, and Guardian Life. Outside of his advisory role, he serves as president of Copa Wealth Strategies and is involved with Legal Shield and 360 Advantage LLC, which offer legal services and supplemental employee benefits referrals, respectively. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning services, employing a variety of investment strategies and outsourcing certain specialist strategies through third-party sub-advisers.

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.

Jeffrey Scrimenti is a financial advisor with IP Financial Advisory Services LLC in Salem, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with IP Financial Advisory Services since 2019 and also operates Innovation Partners LLC and a self-employed practice. Outside of advising, he is part owner and president of Carlovanna Vineyards and co-owner of a family farm in Salem. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, consulting, and retirement-plan services. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while offering a broad range of advisory and insurance-related services.

Katherine Keppel is a CFP® professional with 23 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2026. Prior to this, she spent 10 years at The H Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses diversified, risk-class based investment approaches that combine passive and active management overseen by an internal Investment Committee.

Steve Johnson is a CFP® with 41 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1982. He also has a long-standing affiliation with Penn Mutual Life Insurance Company. Outside of his advisory work, Johnson owns a commercial fishing business and serves as a board member of the Pacific City Dorymens Association, a charitable organization. Hornor, Townsend & Kent provides financial advisory and broker-dealer services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored financial planning and investment strategies through a combination of in-house and third-party asset managers.

Jeremiah James is a financial advisor with Empower Advisory Group in Salem, Oregon, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining Empower. Outside of his advisory role, he officiates youth football and serves as board treasurer and finance committee chair for the Be-Blac Foundation, a community organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Haydn Parry is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with HSP Estate Planning Inc. since 2005, where he serves as president and is engaged in insurance product sales and related marketing activities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Dominic Olvera is a financial advisor with Bankers Life Advisory Services, Inc. in Salem, OR, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Wells Fargo Clearing. In addition to advisory work, he is appointed with KFA through Bankers Life and Casualty to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities, offering both wrap and non-wrap programs.

Laurence Hanslits is a CFP® with 29 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a long tenure at The H Group, Inc from 1997 to 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Eric Anderson is a ChFC® credentialed advisor with 29 years of industry experience, currently with Eagle Strategies (NY Life) since 2019. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Outside of his advisory work, Anderson serves as an officer and board secretary for The REC, Inc., a nonprofit that operates a bowling alley and community center, and he is involved in Valor Mentoring, Inc., an organization focused on mentoring men. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Jared Weber is a financial advisor with Eagle Strategies (NY Life) in Salem, OR, holding Series 65 and Series 63 credentials with 10 years of industry experience. He has worked with Eagle Strategies since 2026 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company for over a decade. Jared is also connected to Oregon State University since 2013. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, corporate and charitable entities, and institutional plans. The firm offers various program types tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

William Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at KeyBank, US Bank, Home Depot, and Corban University. Outside of his advisory role, he serves as a sound technician for West Salem Foursquare Church. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management supported by third-party managers and integrates services with KeyCorp affiliates to provide a range of investment and advisory solutions.

Paul Queenan is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he worked at Ohio State University for four years and Sycamore Community Schools for thirteen years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Alison Zabriskie is a financial advisor with Eagle Strategies (NY Life) based in Salem, OR, holding Series 63 and Series 66 licenses and with three years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life, Cornerstone Valley Inc., Dungarvin Oregon, and Mentor Oregon. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various programs tailored to client objectives, including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Anna Meliza is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. She has worked at Key Investment Services since 2011 and previously held a role at KeyBank from 2009 to 2020. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering both discretionary and non-discretionary management alongside various wrap-fee programs.

Ryan Jones is a financial advisor with Eagle Strategies (NY Life) in Salem, OR, holding a Series 63 designation and 18 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2007. Outside of his advisory duties, Jones owns a travel trailer rental business operating through platforms like RVShare and Outdoorsy. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis, with a focus on fiduciary responsibilities in retirement plan recommendations.