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 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.

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.

Anthony Vredenburg is a Wealth Management Advisor with Merrill Lynch Wealth Management. He supports clients by creating personalized financial strategies that align with their long-term goals, focusing on simplifying financial complexities and providing actionable plans to build, manage, and preserve wealth. Anthony’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. He works primarily with retirees and aspiring retirees but is available as a resource to a broad range of clients. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Bemidji State University and a Master’s Degree from Western Oregon University. Anthony is a member of Toastmasters and participates in community efforts such as PurpleStride. Outside of work, he enjoys baseball, camping, cooking, fishing, football, golfing, music, reading, traveling, and spending time with his family.

Jeffrey Davis is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Salem, OR, he holds the Series 66 designation. Outside of his advisory role, he is involved in real estate through ownership of Davis Land Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Anderson is a financial advisor with Ameriprise in Canby, Oregon, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of advising, he is involved in theatrical performances and public speaking through Operation: Magic and is a retired Chief Warrant Officer and helicopter pilot with the Oregon Army National Guard Reserves. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations to support clients with significant investable assets, delivering personalized financial advice within a large institutional framework.

Oscar Ramos is a financial advisor with Edward Jones in Silverton, OR, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services and Life Insurance Company, as well as entrepreneurship with Jiva Journeys LLC and involvement with Warrior 1 Yoga. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Sean Glaede is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career has been primarily with Wells Fargo affiliates since 2013, including roles at Wells Fargo Advisors and Wells Fargo Bank NA. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Erica New is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Wells Fargo Advisors, LLC since 2019 and previously held roles at Wells Fargo Bank and First Citizens Bank. Outside of her advisory work, Erica teaches private yoga classes as an independent contractor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brian Van Hoy is a financial advisor with Fisher Investments who holds a Series 65 designation and has 15 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Ratzlaff is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various roles including hospitality and student services prior to his current position. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Brandon Eyre is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes four years at Oregon State University and several years in education prior to his current role. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Robert Welle is a financial advisor with Ameriprise in Eugene, OR, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages day-to-day operations for BLLG LLC, a business he owns. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Ronnie Soto is a financial advisor with Cetera based in Salem, OR, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked with multiple firms including MUFG Union Bank N.A., U.S. Bancorp Investments, and Directions Wealth Management. Soto also owns an LLC established for tax purposes and sells fixed insurance products such as life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, along with access to a variety of third-party money managers and customized investment strategies.

Grant Stewart is a financial advisor with Ameriprise in Dallas, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.