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.

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.

Brandon Blair is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2014. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Blair also holds a 34% ownership interest in Summit Wealth Management, an investment-related business based in Salem, Oregon. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, delivering tailored recommendations through in-person meetings and written summaries.

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.

Angela Fischer is a CFP® with 26 years of experience in the financial services industry, currently affiliated with LPL Financial since 2000. She co-owns Roberts, Ring & Fischer Wealth Management, Inc., an S Corporation operating as a DBA for her LPL business alongside a partner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Karina Stevens is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2018, with prior experience at Key Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Adam Feik is a financial advisor with Ameriprise Financial Services, holding the Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Aldrich CPAs and Advisors LLP, Mass Mutual Investors Services, Beacon Rock Investment Advisors, Wells Fargo Clearing, and Piper Sandler & Co. He is based in Salem, Oregon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

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.

Rose Shelton is a financial advisor at Edward Jones in Silverton, OR, holding a Series 66 designation. She has a combined 15 years of experience with Edward Jones, along with six years of experience operating Leona's Bakery & Cafe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

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.

David Budd is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Umpqua Bank, Umpqua Investments, BancWest Investment Services, and Bank of the West. Outside of his advisory work, he is a board member of Junior Achievement and owns a hobby business called Sea Life Differently. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Allison Forman is a Series 66 licensed financial advisor with LPL Financial based in Salem, Oregon. She has two years of industry experience and previously worked with Financial Freedom Wealth Management Group and several service and retail roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans. The firm provides a range of financial planning and investment management solutions through a large network of advisors using both proprietary and third-party strategies.

Robert Fogarty is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 registrations and has 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and JPMorgan Chase. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored risk profiling and analytical tools to support non-discretionary planning and encourages implementation through its advisory programs or other providers.

Kimberly Harris is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and has been involved with Great Oak Advisors, Inc. since 2015. Outside of her advisory roles, she volunteers on the parish council of St. Anne Orthodox Church in Corvallis, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.