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.

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.

Timothy Bellinger is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Cantella & Co., Inc. and KMS Financial Services, Inc. He is also involved in a family business entity, Bellinger Bros. LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a variety of custody platforms and investment strategies.

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.

Scott Mcgillivray is a Series 66–licensed financial advisor with 12 years of industry experience, currently affiliated with Cetera. He is the owner of Great Oak Advisors Inc, operating as Great Oak Financial, a financial services business based in Salem, OR. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party money managers.

Richard Smith is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Riveron Consulting, Effectus Group, BDO, and EY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios, periodic reviews, and alternative investment due diligence.

Connor Day is a financial advisor with Ameriprise in Salem, Oregon, holding a Series 66 designation and seven years of industry experience. Before joining Ameriprise, he worked at Costco Wholesale for four years. Outside of his advisory work, he is involved in operating a Christmas tree U-cut business on his property shared with neighbors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning using research, third-party data, and algorithmic tools to guide clients’ withdrawal strategies and asset allocation.

Andrea Doneth is a financial advisor with Ameriprise in Salem, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she owns The Pine Line LLC, a transportation and event services business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Hill is a financial advisor with Ameriprise Financial Services in Salem, OR, holding a Series 66 designation and 12 years of industry experience. He has worked at Ameriprise since 2015 with a brief period outside the industry and a one-year role at Western Christian Schools. Ameriprise Financial Services is a large, diversified advisory firm serving 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 income sources and tax-aware withdrawal strategies.

Kristen Danek is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she is part of The Swancutt, Perkins & Danek Group. In this role, she focuses on retirement and wealth management planning, working closely with clients to address their goals and design realistic financial strategies for the future. She utilizes Merrill's planning tools to assist clients in achieving their investment and retirement objectives. Kristen grew up in Southwest Washington and earned her Bachelor's Degree in Business Administration from Gonzaga University. She holds the Personal Investment Advisor (PIA) designation and is a member of the Gonzaga Alumni Association. Her community involvement includes participation with Portland Parks and Recreation. Outside of her professional work, Kristen is an avid Gonzaga basketball fan and enjoys traveling and spending time with her growing family.

Riley Davis is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial, Riley worked at VSI and was involved with the Oregon FFA Association. Outside of finance, Riley has experience in the food and beverage industry through employment with Dutch Bros Coffee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jason Doneth is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, he serves on the Board of Directors for West Salem Little League as a player agent. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, non-discretionary retirement income recommendations.

Devon Dunagan is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He has previously worked at Columbia Bank and Cetera Investment Services. Outside of his advisory role, Dunagan is involved as a wealth advisor with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through affiliated services.