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.

Gregory Elker is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MaPS Credit Union and Cuso Financial Services. He is a part owner of Koontz, Elker, and Associates, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Shawn Ryan Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent and its predecessor since 2002. Outside of his advisory role, he owns Scrappy's Scuba Adventures LLC and serves as a board member for Our Saviour Christian School in Salem, Oregon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, focusing on a broad range of financial topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Morgan Sund is a CFP® professional with 11 years of experience, currently advising at Mass Mutual Investors Services. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Sund serves as a board member for the United Way of the Mid-Willamette Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including money-manager and wrap accounts, with financial planning engagements structured as annual, collaborative relationships.

Ryan Darling is a financial advisor at Edward Jones in Keizer, OR, holding Series 63 and Series 65 designations with five years of industry experience. Prior to rejoining Edward Jones in 2021, he was involved with 529 Properties LLC and Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Che Guerber Santana is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to helping individuals and families preserve and grow their assets through personalized financial planning strategies. Che focuses on connecting clients to plans and processes that align with their unique ambitions, addressing goals such as education funding, retirement planning, healthcare cost coverage, and long-term family objectives. His client expertise encompasses family wealth management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Che is bilingual in English and Spanish, enabling him to serve a diverse client base with tailored financial solutions. Che earned a High School Diploma from Santana High School and an Associate's Degree from Grossmont College. His professional designation includes Personal Investment Advisor (PIA). Outside of work, he enjoys cooking, music, skiing, surfing, and watching movies.

Jeremey Santee Malloy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Citizens Bank for five years. He is a board member of the Dallas Retirement Community in Dallas, OR, where he chairs the Board Development Committee and the Faith Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Cade Goff is a financial advisor with Morgan Stanley in Salem, Oregon, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021 and has prior experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Scott Wiegal is a financial advisor with Ameriprise in Salem, OR, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Wiegal serves on several nonprofit finance committees and boards, including Queen of Peace School, Catholic Community Services, and Blanchet Catholic High School, and he is an owner of Wiegal Wealth Management. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to generate personalized, non-discretionary recommendations delivered in partnership with the firm’s financial advisors.

Deborah Rambeck is a financial advisor at Primerica Advisors with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with PFS Investments Inc. since 2012. Outside of advisory work, she receives compensation from Primerica Mortgage and related affiliates for referrals involving home security, automation products, and loan services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers custody and trade execution through Pershing, focusing primarily on individual investors rather than institutional clients.

Chad Wright is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Merrill, Bank of America, and Wells Fargo Bank. Outside of his advisory role, Wright serves as an account servant for the North Albany Congregation of Jehovah's Witnesses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Russell Murfitt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of advising, he owns a photography business based in Sherwood, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.