Caiden Cockrell is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Key Investment Services, he had a brief tenure at Morgan Stanley and experience in various other roles including work at Oregon State University and Schilter Family Farms. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to a diverse client base, including individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options, integrating services from KeyCorp affiliates to support investment strategies and risk management.

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 with Key Investment Services LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. She has worked at Key Investment Services since 2011 and previously held a role at KeyBank from 2009 to 2020. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model and integrates services from KeyCorp affiliates, offering both discretionary and non-discretionary management alongside various wrap-fee programs.

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. in Salem, Oregon, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with VOYA and its affiliated entities since 2012. Outside of his advisory role, he is an independent insurance agent and serves as an education representative for the Oregon Savings Growth Plan, assisting plan participants with educational guidance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to provide investment solutions, managing a significant portion of assets on a non-discretionary basis while also offering discretionary management options.

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 three years of industry experience. He has worked at Commonwealth Financial Network since 2023 and is also the owner of The Financial Center, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

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.

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.

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.

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 Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Northwestern Mutual, and Prospect Home Finance. Outside of finance, he has experience working 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies 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.