Troy Gaul is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2014. Outside of his advisory role, he serves as president of the Regis St. Mary’s Foundation, a nonprofit organization, where he oversees board meetings and planning for school funding. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, all while adhering to fiduciary standards.

Rebecca Farrish is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Her prior roles include positions at Cascadia Wealth Management and Umqua Bank. She serves as treasurer of Hopewell Community Church in Salem, Oregon. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party managers and provides a range of strategies and administrative solutions, including integrated tax services and a financial wellness platform for employer clients.

Wyatt Smith is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Prior to joining Mariner, he worked at Linfield University and Hazenberg Dairy Farms. He also serves as an assistant football coach at Linfield University, assisting with coaching the quarterbacks. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting services uncommon for a firm of its size.

Kip Mechals is a financial advisor at Mariner with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2021. Prior to that, he was affiliated with Cascadia Advisory Services, Cetera Advisors, and Cascadia Wealth Management. Outside of his advisory role, he teaches retirement preparation workshops through FMT Retirement Workshops. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its size.

Ethan Lange is a financial advisor with Principal Financial Services in Salem, OR. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Performance Home Medical and Providence Health and Services. In addition to his advisory work, Ethan serves as a financial representative involved in the sales and service of various insurance products including fixed life, fixed annuities, disability, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kyle King is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including VOYA Financial Advisors and Cuso Financial Services. In addition to his advisory role, Kyle manages an advisory business at Maps Credit Union. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Sherman Ober is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes roles at firms such as Next Financial Group, Securities America Advisors, and Veravest Investment Advisors. He is a board member of the Salemtowne Civic Association, a homeowners association in Salem, OR. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, providing both discretionary and non-discretionary services across multiple program structures.

Jessica Rubino is a Series 66-licensed financial advisor with STIFEL in Salem, OR, and has three years of industry experience. She previously worked at Morgan Stanley from 2012 to 2024 before joining STIFEL. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance, supporting client decisions with fee-based financial planning and other advisory solutions.

Jon Jarvill is a financial advisor with LPL Financial based in Salem, OR, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Osaic Wealth, Royal Alliance Associates, and Signator Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jacob Mabry is a Series 66 licensed financial advisor with one year of experience, currently with Edward Jones in McMinnville, OR. Prior to joining Edward Jones, he worked as an independent contractor and spent eight years at Wineshipping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sheryl Resner is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Edward Jones since 2006. Based in Keizer, OR, her tenure at the firm spans her entire professional advisory career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Wright is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. He has worked at LPL Financial since 2015 and was involved with Financial Freedom Wealth Management Group from 2015 to 2017. Wright is also active in managing Financial Freedom Wealth Management Group, LLC in Salem, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, wrap and model portfolio programs, and third-party asset management, supported by a network of investment adviser representatives.

James Kniffin is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. Outside of his advisory role, Kniffin serves as a high school football official with the Salem Football Officials Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Scott Winter is a financial advisor with LPL Financial in Dundee, OR, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions including model portfolios and third-party asset management access.

Shelly Egli is a financial advisor with Edward Jones in Keizer, OR, holding a Series 66 designation and 8 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary management strategies, and affiliated investment products under a fiduciary standard.

Mikeal Davis is a financial advisor with Ameriprise in Dallas, Oregon, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Elder Board for Faith Evangelical Free Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

John Daryl Bernardio is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes roles in education and hospitality, such as positions at Western Oregon University and Best Western Plus Mill Creek Inn. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and operational tools.

John Thurlow II is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009 and 2010, respectively. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, with an option to integrate planning and managed accounts under a consolidated billing program called “WealthPlan.”

Andrew Jones is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 41 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, Jones is involved in music production and publishing, coordinating virtual musical projects and collaborating in music publishing with his daughter. He also serves on the Alumni Board of Directors at Willamette University. Stifel serves a diverse client base including individual and institutional clients, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation services, emphasizing client discretion in implementation.

Kristine Brill is a financial advisor with Edward Jones in McMinnville, Oregon, holding Series 63 and Series 66 licenses and having 43 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1982. Outside of her advisory role, she is involved as a general partner in family limited partnerships that own rental and vacation properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm operates a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.