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.

Angela Fischer is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2000. She is co-owner of Roberts, Ring & Fischer Wealth Management, Inc., an S Corporation operating as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research, model portfolios, and various management approaches.

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 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.

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.

Dale Nelson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, Nelson serves as a volunteer firefighter for the Woodburn Fire District and volunteers at the Belle Passi Cemetery Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party money manager programs to construct diversified portfolios tailored to client needs.

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 financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Financial Freedom Wealth Management Group and TrueHitt Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Layton Thurlow is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of experience. His prior work includes various roles outside of finance, such as employment with Dutch Brothers Coffee and involvement with Kamikaze Iron Gym and Cigars Daily. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and broad financial planning topics without discretionary trading authority. The firm’s approach separates planning from managed-account services while allowing clients to combine them under a consolidated billing option called “WealthPlan.”

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.

Thomas Resner is a financial advisor at Edward Jones with a CFA® designation and Series 66 license. He began his career in the industry in 2017, with previous roles at Northwest Capital Management, Inc., Carson Group Holdings, LLC, and Oregon State University. Resner is based in Keizer, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

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.

John Sipple is a CFP®-designated financial advisor with Morgan Stanley, based in Salem, OR, and has 26 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns and manages rental property in Goodyear, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.