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.

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 licenses and bringing 25 years of industry experience. He has worked at Independent Financial Group since 2019 and previously spent five years with VOYA Financial Advisors. Brady is also a 50% owner of Cascade Pacific Financial Planners, a DBA used for marketing purposes, and is licensed as an insurance agent offering various fixed insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a national network of advisors and multiple investment platforms to deliver both discretionary and non-discretionary account management.

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 financial advisor with Eagle Strategies (NY Life) in Salem, OR, holding the ChFC® and Series 63 credentials and bringing 28 years of industry experience. He has been affiliated with Eagle Strategies since 2019 and has over 29 years of experience with New York Life and NYLIFE Securities LLC. Outside of advising, he serves as an officer and board secretary for The REC, Inc., a nonprofit operating a bowling alley and community coffee shop, and as an officer with Valor Mentoring, Inc., an organization dedicated to mentoring men. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on non-discretionary asset management and offers various program types tailored to client and plan sponsor objectives, operating 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 three years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked 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 serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Mark Bain is a financial advisor with CWM, LLC and Bain Wealth Management, LLC, holding the ChFC® designation alongside Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at firms including Cetera Advisor Networks and Purshe Kaplan Sterling Investments. Outside of advising, he is an insurance agent specializing in fixed insurance products such as annuities and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and maintains a focus on retirement plan and institutional services.

Denise Talbert is a financial advisor at CWM, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Bain Wealth Management, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as a board member and treasurer for American Heritage Girls Troop 1531 and holds board positions with the Willamette Valley Estate Planning Council and the finance council of St. Joseph Catholic Church. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to deliver its investment solutions.

Jared Oliver is a financial advisor at CWM, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining CWM, he worked at AgWest Farm Credit for five years and has held positions at Bain Wealth Management, Starbucks, and other organizations. He serves as a board member for Hope Station Community Services, Inc., a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using discretionary model portfolios and incorporating fundamental and technical analysis alongside third-party sub-advisors.

Sha Lane Hertel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and has been associated with Bankers Life & Casualty since 2012. Outside of her advisory role, she serves as the sole trustee for her mother’s inheritance, managing distributions and investments on her behalf. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

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.