Anna Meliza is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations 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 advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while maintaining ongoing oversight and 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 with D.A. Davidson & Co. in Salem, Oregon, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at D.A. Davidson since 2014. Outside of his advisory role, Gaul serves as president of the Regis St. Mary’s Foundation, a nonprofit organization, where he oversees board meetings and funding planning. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Justin Naegle is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he serves as an education representative for a retirement savings plan and works as an independent agent for fixed insurance products. Voya Financial Advisors, Inc. serves individuals and institutions, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary recommendations.

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.

Kylee Williams is a financial advisor with Edward Jones in Silverton, OR, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 14 years at Silverton Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Dylan Plaster is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Northwestern Mutual, and Prospect Home Finance. Outside of finance, he has experience with USA Cinema Services LLC and Red O Taste of Mexico. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Andrew Froehle is a financial advisor at Wells Fargo Advisors in Salem, OR, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at Fidelity Investments, Gen II Fund Services, Vertafore, Inc., BNP Paribas Financial Services, and Cologix, Inc. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth criteria, using proprietary research and tools to develop customized recommendations.

Bridgette Justis is a financial advisor with Edward Jones in Sublimity, OR, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as a voting member of the board for the Santiam Canyon Stampede in Sublimity, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services.

Jacob Knapp is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Wood Pellet Products LLC and Mike Knapp Custom Finishes LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.