Donald Turk is a financial advisor with Wells Fargo Clearing in Dundee, OR, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Investments and PRUCO Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Carleen Dunagan is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior experience includes positions at Cetera and Columbia State Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual, high-net-worth, institutional, and corporate clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Nicholas Schneider is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Stacey Moll is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as co-trustee of two family trusts in Oregon. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research-driven strategies and a broad range of financial products.

Noah Berryman is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has minority ownership interests in commercial real estate businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Kyler Gaskey is a CFP®-designated financial advisor with Edward Jones in Salem, OR, where he has worked since 2018, totaling six years of industry experience. Prior to joining Edward Jones, he managed office administration for Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

James Sturdivant is a financial advisor with Ameriprise in Salem, OR, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of advisory work, he serves on the finance committee of Salem Alliance Church and is involved in several business ventures including real estate ownership and a rock quarry operation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derek Gilbert is a Series 66-licensed financial advisor with Ameriprise in Salem, Oregon, and has 14 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Edward Jones from 2011 to 2017. Outside of his advisory role, he serves on the boards of the Marion County Fire Volunteer Foundation, Darian's Gift, and the Salem Main Street Association, and volunteers as a firefighter and EMT with the Marion County Fire District #1. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a structured oversight process.

Traci Murray is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses typically delivered on an episodic, fee-based basis.

Caitlyn Tolboe is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at AmeriTitle and various financial groups. She has also been involved with a family farm and several small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

David Leatherwood is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Fidelity Investments since 2021 and previously held various roles at USAA Financial Advisors and related firms from 2007 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios consisting of mutual funds, ETFs, and ETPs.

Caitlin Davis is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008, working out of Salem, OR. Outside of her advisory role, she owns and maintains commercial real estate properties through Davis Family Land Holdings LLC in Salem and Keizer, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branches nationwide.

Mario Montiel is a financial advisor with Edward Jones in Keizer, Oregon, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Outside of his advisory work, he is involved in managing several rental and commercial property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vanessa Shearer is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with six years of experience at Edward Jones and a total of eight years in the financial and related services industry. Prior to joining Edward Jones in 2020, she worked at Haynes Tax and Advisory Services and in chiropractic physician services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Nolan Miller is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has a diverse work background including roles in education and retail prior to joining Ameriprise. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bethany Abeln is a financial advisor with Edward Jones in McMinnville, OR, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside her advisory role, she is a partner in a Family Limited Partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches, with assets under management exceeding $1 trillion.

Matthew Atkins is a financial advisor at Edward Jones in Keizer, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Enterprise Rent A Car, Safeway, and Baskin Robbins. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gina Seeley is a financial advisor with Ameriprise in Salem, OR, holding a Series 66 designation and bringing 1 year of industry experience. Her prior work includes positions at Edward D. Jones and The Springs Living at Carmen Oaks. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data with a distinctive enrollment process and an investment universe influenced by affiliated product relationships.

Barbara Ellich is a Series 66 licensed financial advisor with Thrivent Investment Management and has three years of industry experience. Prior to joining Thrivent, she worked at Albany Christian School and Excel Managed Care. She is also involved as a senior sales coordinator in a home-based wellness business focused on promoting hydroponic gardening and dietary improvements through plant-based supplements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive goal-based financial analyses and written recommendations across a wide range of planning areas without portfolio management or discretionary trading authority.