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 one year of industry experience. He holds a Series 65 designation and previously worked at AgWest Farm Credit and Bain Wealth Management. Oliver serves as a board member of Hope Station Community Services, Inc., a nonprofit organization. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan services, and uses a discretionary investment approach that incorporates model portfolios, third-party sub-advisors, and customization tools.

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.

Anna Meliza is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection while providing recommendations, monitoring, and third-party product due diligence.

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.

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.

Justin Naegle is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he serves as an education representative for the Oregon Savings Growth Plan, meeting with participants to explain plan details without providing advice. VOYA Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing recommendation-based, non-discretionary relationships.

Matthew Guyette is a financial advisor with PlanMember Securities Corporation in Salem, OR, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His career includes roles at Edward Jones, J.P. Morgan Securities, and self-employment since 2006. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

James Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He previously worked at Barenbrug USA, Inc. for ten years and is the owner of The Financial Center, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by operations, trading, technology, and compliance infrastructure.

Kayla Oliver is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at CWM, LLC and has previously been associated with Bain Wealth Management and the Washington Small Business Development Center. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement-plan services.

Benjamin Murphy is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He has a background that includes service in the US Marine Corps from 2014 to 2023 and experience with the Oregon Legislative Revenue Office in 2024. Murphy has been with Wealth Enhancement Advisory Services since 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Charles Hutchings is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of approximately 23,701 financial advisors.

Kyle King is a financial advisor with Ameriprise in Albany, OR, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise since 2020 and is also employed at MaPS Credit Union, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sherman Ober is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016. Ober is also involved in community activities as a board member of the Salemtowne Civic Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable entities, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

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.

York Mendoza is a Series 66-registered advisor with LPL Financial, based in Salem, OR, with two years of industry experience. He has worked previously at Ameriprise, SAGEPOINT FINANCIAL, and Pearson Financial Group. Mendoza has a background that includes both financial advisory roles and time spent traveling and playing soccer. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Jon Jarvill is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC, Royal Alliance Associates, Inc., and Signator Investors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.