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 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as managing his own ventures including Warrior 1 Yoga and Jiva Journeys LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Sean Glaede is a financial advisor with Wells Fargo Clearing in Keizer, OR, holding Series 63 and Series 65 licenses and has 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Connor Ratzlaff is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various positions including roles at The Allison Inn & Spa and George Fox University’s Hadlock Student Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides annual advice and written recommendations focused on dependable 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 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by technology tools and a broad platform that includes insurance and banking partnerships.

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 at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Ameriprise Financial Services, Inc. Hill is based in Salem, Oregon. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data to support tailored recommendations within a defined investment universe.

Riley Davis is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial, he worked at VSI and was involved with the Oregon FFA Association. Outside of finance, he has experience working with Dutch Bros Coffee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies supported by advanced operational tools.

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 Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously held roles at Columbia Bank, Cetera Investment Services, and Oregon State University. Dunagan also serves as a wealth advisor with Columbia Wealth Advisors in Salem, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance activities through a unique advisor affiliation.