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.

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.

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.

Gregory Covert is a financial advisor at Primerica Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1983. Outside of his advisory role, he is an author of several books, including "Hawkeye Ridge," "On Presidential Orders," "Volcano Ranch," "Operation Betty," and "Liberty Island." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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).

John Daryl Bernardio is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 credential and has worked in various roles including positions in hospitality and education before joining LPL Financial. Bernardio has also been involved with The Gate Youth Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

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.

Chad Wegner is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a 20-year tenure at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Saige Swan is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Saige worked at Enterprise Rent a Car and Bankers Life, and was a full-time student from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its large national advisor network and affiliated financial capabilities.

James Stephens is a financial advisor at Ameriprise in Portland, OR, holding the Series 66 designation. He has experience working at Ameriprise since 2024 and previously held roles at Maps Credit Union, US Bank, and Umpqua Bank. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized retirement advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Justin Campbell is a financial advisor with LPL Financial in Salem, Oregon, holding the Series 66 designation and having seven years of industry experience. He has been with LPL Financial since 2018 and also has experience working with Salem Keizer Public Schools. Outside of his advisory role, he operates Campbell Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.