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 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.

Anthony Vece is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He is also a partner and wealth advisor at M25 Advisors LLC, an affiliated retail investment advisory firm. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

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.

Jason Drews is a financial advisor with Thrivent Advisor Network, LLC in Salem, Oregon, holding a Series 66 designation and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and has been with Thrivent Advisor Network since 2020. Outside of his advisory role, he is involved in managing M25 Advisors, LLC and holds membership interests in several related business ventures. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, and retirement plans, managing approximately $6.8 billion in assets. The firm offers tailored portfolio management and financial planning services, often emphasizing diversified low-cost mutual funds and ETFs alongside other investment vehicles.

Zachary Anderson is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Thrivent-affiliated firms since 2006 and previously served at Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, Anderson serves as an elder on a ministry team, providing spiritual support to staff and congregation members. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while providing customized asset allocation and ongoing account monitoring.

Itzel Lopez Hernandez is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Key Bank, Salem Health Hospital and Clinic, and Aloha Family Practice. Outside of advising, she works part-time as a sales associate at Banana Republic. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, and businesses through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

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.

Scott Brady is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Independent Financial Group since 2019 and previously was at VOYA Financial Advisors. Brady also operates Brady Financial Planners and has served as an insurance agent offering fixed insurance products. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of portfolio management strategies and uses both firm- and third-party models to tailor client investment solutions.

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.

Lisa Kachel is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. She has 11 years of industry experience, including roles at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of her advisory work, she is involved with White Glove 567, an educational organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Maria Spores is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. She has worked with affiliated entities of Bankers Life since 2021 and serves as a Unit Field Trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Dominic Olvera is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has been with Bankers Life Advisory since 2021 and has worked within affiliated entities since 2017. Olvera is also appointed as an agent with Bankers Life and Casualty Company, enabling him 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 through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

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 licenses and having 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 since 2014 and 2015, respectively. He is also connected with Oregon State University. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a range of advisory programs and emphasizes tailored recommendations, with most regulatory assets managed on a non-discretionary basis.

William Evans is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at KeyBank, US BANK, Home Depot, Corban University, and G6 Airpark. Outside of his advisory role, he serves as a sound technician for West Salem Foursquare Church. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while facilitating access to third-party discretionary managers and maintaining oversight across its offerings.