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.

Russell Murfitt is a financial advisor with LPL Financial in Woodburn, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a photography business based in Sherwood, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party management, while supporting advisors with operational and research tools.

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 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, 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.

Brenna Vitus is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and Legacy Financial since 2021, and previously spent five years at Preferred Property Management, Inc. Brenna is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

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 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.