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.

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.

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.

Brandon Blair is a financial advisor with Wells Fargo Advisors in Salem, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds a 34% ownership stake in Summit Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. Their approach integrates customized recommendations using firm research and planning tools, with clients deciding on implementation through brokerage or advisory programs.

Charisa Henckel is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience, including nine years in an educational role at Chemeketa Community College prior to joining Edward Jones. Outside of her financial advisory work, she has been involved as a consultant for DoTerra essential oils and Mary Kay cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Martha Cracolice is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Adam Feik is a financial advisor at Ameriprise Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Aldrich CPAs and Advisors LLP, Mass Mutual Investors Services, and MassMutual Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Ryan Seaders is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Swancutt, Perkins and Danek Group. Since joining Merrill Lynch in 2020, Ryan has provided customized advice and steady leadership, helping clients align their finances with their values and needs. Prior to Merrill Lynch, he spent ten years as a Financial Solutions Representative with First Tech Federal Credit Union, offering financial guidance to individuals, families, and institutions. With experience dating back to 2010, Ryan works extensively with individuals, couples, and multigenerational families, including physicians, retirees, business owners, and others at various stages of wealth planning. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Ryan's approach involves in-depth conversations to understand clients' values and financial situations, enabling informed decision-making. Ryan holds a Bachelor of Science degree in Business Administration with a focus in Accounting from Southern Oregon University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys spending time with his wife and daughter, as well as engaging in activities such as racquetball, cooking, running, hiking, camping, and woodworking.

Renee Miller is a financial advisor with Wells Fargo Clearing in Salem, OR, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.