Sandra Lobato is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions with Wells Fargo Clearing, Keudell Morrison Wealth Management, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing a variety of management approaches and investment strategies supported by in-house and third-party 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.

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.

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.

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.

Brandon Perkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career as a bank teller, progressing to roles as branch manager and financial advisor at a regional bank before joining Merrill Lynch. Brandon works with individuals, families, and business owners to provide customized advice and guidance across various aspects of wealth management, including tailored investment management, cash-flow analysis, retirement planning, higher-education funding, and wealth-transfer strategies. Brandon holds a Bachelor's degree in History from Oregon State University, where he was a three-time letter winner on the wrestling team. He has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His experience combines teaching ability and banking background to offer focused financial advice, emphasizing an educational approach to wealth management. Outside of his professional activities, Brandon is an enthusiastic supporter of Oregon State's wrestling program and serves as a board member of the OSU Wrestling Endowment Fund. He enjoys hunting, fishing, traveling, and spending time with his wife and three children.

Stephanie Ring is a financial advisor with LPL Financial in Silverton, Oregon, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, she also operates under the DBA Roberts, Ring & Fischer Wealth Management, 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. The firm offers financial planning, various advisory programs, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Sheryl Resner is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones since 2006. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

David Wright is a financial advisor with LPL Financial in Salem, Oregon, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2015, including a role at Financial Freedom Wealth Management Group from 2015 to 2017. Wright is a principal at Financial Freedom Wealth Management Group, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lauri Sauer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including scenarios based on Global Investment Committee estimates and Monte Carlo simulations.

Timothy Sparks is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2020 and is also the owner of Vagabond Vans LLC, a camper-van rental business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Swigart is a Financial Advisor with Merrill Lynch Wealth Management, based in Oregon and serving clients nationwide. He specializes in guiding individuals and families with moderate to aggressive risk tolerance through various financial transitions, including career changes, retirement preparation, family financial planning, business ownership dynamics, and real estate transitions. Jordan's approach to financial planning is influenced by his background as a pastor, emphasizing attentive listening, deep care, and consistent support. He holds a Bachelor's Degree from Biola University and the Professional Investment Advisor (PIA) designation. Jordan is involved in community organizations such as Camp Attitude, Fullerton Free, and OC United. He and his family returned to Oregon in 2026 to be closer to relatives after residing in Southern California. In his free time, Jordan enjoys outdoor activities and sports, including basketball, football, golfing, hiking, pickleball, reading, running, skiing, surfing, and spending time with his family.

Erika Lee is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Royal Alliance Associates and CGC Financial Services. Outside of her advisory role, she serves as Vice President of Finance for the Delta Gamma Alumnae in the Willamette Valley region. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations based on proprietary research and planning tools. The firm’s services include a broad range of planning options and integrate advisory services with other financial product offerings.

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.

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.

Kathleen Hinz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years before joining Cambridge in 2023. Outside of her advisory role, she is president and owner of a personal corporation and has experience as an independent insurance agent and in marketing through a DBA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through a network of independent Financial Professionals using multiple custody platforms and proprietary as well as third-party model strategies.

George Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Salem, Oregon. In his role, he works with individuals, business owners, and their families to simplify their finances by developing holistic financial strategies tailored to their unique situations. His approach aims to provide clients with the confidence to navigate various financial challenges and pursue their long-term goals. George's areas of expertise include retirement planning, cash flow management, business succession planning, credit and lending needs, and generational education saving strategies. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Linfield College. Residing in Salem with his wife Abby and their two children, George engages in stand-up paddling and golf during his personal time. He has also contributed to his community through volunteering with the McNary High School football program from 2013 to 2015 and involvement with the Fellowship of Christian Athletes (FCA).