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.

Ronald Farner is a financial advisor at Compound Planning, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, B. Riley Wealth Advisors, and Brookstreet Securities. Outside of advising, he is the CEO and owner of RJF Inc., a personal corporation involved in farming, cattle, forestry, timber, ranching, and conservatorship/trustee work. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of direct investment management and a turnkey asset management program featuring both in-house and third-party investment models, including alternatives such as private REITs and private credit.

Anthony Vece is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments and THRIVENT FINANCIAL for Lutherans. Vece is also involved in selling and servicing fixed insurance contracts and serves as a partner and wealth advisor at an affiliated retail investment advisory firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing long-term, diversified portfolios using low-cost mutual funds, ETFs, and other investment vehicles.

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, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with Thrivent Investment Management and Purshe Kaplan Sterling Investments, as well as Thrivent Financial for Lutherans. Outside of advisory work, he is involved with Copper Apple Farm, an agricultural LLC he co-owns that manages leased orchard property. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs while also offering access to independent managers, model portfolios, and a range of investment options.

Zachary Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked with Thrivent Advisor Network, LLC since 2020 and held prior roles at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. Anderson also serves as an elder on his local ministry team, providing spiritual welfare support to staff and congregation members. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes diversified, long-term portfolio construction using a range of investment vehicles and provides ongoing account monitoring and access to both internal and independent managers.

Itzel Lopez Hernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2022. Outside of her advisory role, she works as a sales associate in clothing retail at Banana Republic during non-trading hours. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from KeyCorp affiliates and third-party managers, with a focus on non-discretionary asset management and multiple wrap programs.

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 at Eagle Strategies (NY Life) with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with New York Life Insurance Company and its affiliated entities since 2014. He is also connected to Oregon State University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions using multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

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.

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.