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 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.

John Wolcott is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Services since 2003 and was previously employed at NORPAC Foods Inc. John also engages in part-time sales of home security, automation, and loan products through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with thousands of advisors and billions in assets under management.

Chaleigh Martin is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience in education and customer service roles. Outside of her advisory work, she has done food delivery in her local community. 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 investment solutions supported by a large nationwide network of advisors and branch offices.

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.

Phillip Ridling is a financial advisor with Edward Jones in Salem, OR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Reach Technology and Arrow Electronics. He is involved with the Salem-Keizer School District as a tournament director. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Brynie Robinson is a financial advisor with Edward Jones in Silverton, Oregon. He holds a Series 66 designation and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he coaches high school football at Salem Academy and Sprague High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Jodi Lindemann is a financial advisor with Ameriprise in Stayton, Oregon, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at Columbia Seeds LLC and had roles with the Department of Human Services and Doerfler Farms Inc. She also spent four years at the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendation reports. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Kyle Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals by developing personalized wealth management strategies. Kyle works closely with clients to provide tailored financial solutions that address their individual situations, including risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes the importance of understanding each client's full financial picture to create strategies that adapt to changing market conditions. He holds a Bachelor's Degree from The University of Montana and is a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Kyle participates in community activities, including volunteering with Mid-Valley Pop Warner. His personal interests include baseball, cooking, football, golfing, music, and watching movies.

Timothy Yount is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he is a partner in T&M Operations, LLC, a partnership engaged in land acquisition and building construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Darin Duke is a financial advisor at Edward Jones in Keizer, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and tax-efficient investment services under a fiduciary standard.

Kevin Benefiel is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase Bank, N.A. since 2014 alongside his role at J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Justin Doneth is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Integrity First Care, LLC and Integrated Services Network. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate customized retirement-income recommendations.