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 Series 66-registered financial advisor with Wells Fargo Clearing in Salem, Oregon, and has 22 years of industry experience. She previously worked at Wells Fargo Investments, LLC from 2005 to 2011 before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

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.

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 Financial Services, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Ameriprise since 2015, following prior roles at JHS Capital Advisors, Transamerica Financial Advisors, and Investment Advisors International. He serves on the boards and finance committees of several local organizations, including Queen of Peace School and Blanchet Catholic High School, and is the treasurer for Catholic Community Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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 with LPL Financial in Salem, OR, holding a Series 66 license and four years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and Wells Fargo Bank. Outside of his advisory work, he serves as an account servant for the North Albany Congregation of Jehovah’s Witnesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse financial planning and investment management solutions through a large network of advisors and employs various model portfolios and third-party strategies.

Lisa Demille is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2022 and has prior experience with Gregory Covert and Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.

Garry Falor is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He holds a Series 63 designation and is based in Salem, OR. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.