David Wright is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. He has worked at LPL Financial since 2015 and was involved with Financial Freedom Wealth Management Group from 2015 to 2017. Wright is also active in managing Financial Freedom Wealth Management Group, LLC in Salem, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, wrap and model portfolio programs, and third-party asset management, supported by a network of investment adviser representatives.

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 at Merrill Lynch Wealth Management, specializing in guiding individuals and families to simplify their financial lives through personalized planning. He focuses on assisting clients with moderate to aggressive risk tolerance in areas such as navigating career changes, preparing for retirement, building family plans including legacy considerations, managing business ownership transitions, and handling real estate holdings. Based in Oregon, Jordan serves clients nationwide and offers 15-minute consultations. Jordan holds a Bachelor's Degree from Biola University and carries the Personal Investment Advisor (PIA) designation. His approach to financial planning is influenced by his background as a pastor, emphasizing attentive listening, deep care, and consistency in client relationships. Outside of his professional work, Jordan and his family reside in Oregon after returning from Southern California in 2026 to be closer to family. He engages in various sports including basketball, football, golfing, hiking, pickleball, running, skiing, and surfing. Jordan is also involved in community organizations such as Camp Attitude, Fullerton Free, and OC United, and participates in his local church alongside 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.

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. He works with individuals, business owners, and their families to simplify finances through a holistic approach. His focus includes retirement planning, cash flow management, business succession planning, credit and lending needs, and generational education saving strategies, with lending services provided through Bank of America, N.A. George holds a Bachelor's Degree from Linfield College and holds the Personal Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals and providing financial confidence in navigating their financial futures. George and his wife, Abby, live in Salem with their two children. He enjoys stand-up paddling and golf. He has volunteered with the McNary High School football program from 2013 to 2015 and has been involved with the Fellowship of Christian Athletes (FCA).

John Daryl Bernardio is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes roles in education and hospitality, such as positions at Western Oregon University and Best Western Plus Mill Creek Inn. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and operational tools.

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.

Daniel Hailey is a financial advisor at Edward Jones in Silverton, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kerr Supply Company, Inc. from 2014 to 2018. 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 options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

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.

Tyler Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has been with Raymond James since 2010 and also operates Lulay Financial, LLC, where he provides financial advisory services and acts as a branch owner. As part of his financial planning work, he may advise clients on life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal and public-finance advisory services.

Justin Campbell is a financial advisor with LPL Financial in Salem, Oregon, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2018 and has also been involved with Salem Keizer Public Schools during the same period. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions across various platforms.

Tristanna Snyder is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has prior work experience at Chase Bank and extended service in the Oregon Army National Guard as a motor transport operator. Outside of finance, Snyder is involved in music and plans to publish and market her work on various streaming platforms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic modeling and personalized advice to support tax-efficient withdrawal strategies and income planning.

Alice Hunt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she was self-employed for one year and worked at INTEGRIS Health for 19 years. Outside of her advisory role, she is a co-manager of a HVAC company, 3D HVAC, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports more than four million clients through a large nationwide network of advisors and branches.

Grant Kendall is a financial advisor with Edward Jones in Salem, OR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Professional Benefits Services, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.