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.

Carleen Dunagan is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior experience includes positions at Cetera and Columbia State Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual, high-net-worth, institutional, and corporate clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Scott Bigham is a financial advisor with Morgan Stanley in Salem, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Eric Braafladt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory work, he is involved with Our Savior's Lutheran Church in Salem, Oregon, where he participates in a committee focused on promoting financial giving and volunteering within the church community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining planning and management as separate services.

Nicholas Schneider is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and integrates advisory services with other financial product offerings.

Stacey Moll is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Moll serves as co-trustee of two family trusts in Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Whitney Murray is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining LPL Financial in 2021, Murray worked at Steven Goto, Kjerulf Inc, and Waddell & Reed, Inc. among other firms. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, retirement consulting, and brokerage services.

William Swancutt is a Senior Financial Advisor at Merrill Lynch Wealth Management. After retiring from the National Football League in 2007, he began his financial services career at a boutique investment firm and joined Merrill Lynch in 2010 to provide clients with tailored advice and access to specialized resources. He brings a disciplined, straightforward approach to portfolio management, relationship development, and team leadership. Swancutt focuses on assisting former and current athletes with personal cash management strategies to help them live comfortably off their assets, pensions, and other income well before typical retirement age. His client base primarily grows through referrals, reflecting his commitment to responsive service and helping clients understand sound financial decisions. A graduate of Oregon State University with a Bachelor's degree in Business Administration, Swancutt lives in Salem with his wife and three children. He supports several local nonprofit organizations, serves on the Oregon State University Beaver Athletic Scholarship Fund Board of Directors, and enjoys golfing and following Oregon State football.

Megan Bergevin is a financial advisor with LPL Financial in Silverton, OR, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Victor Hux is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2018. Outside of his advisory role, he serves as treasurer for Church at the Park, a nonprofit providing emergency and transitional housing services, and owns a small egg farm, Smoot Farms, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across a range of topics without providing portfolio management or discretionary trading authority.

Noah Berryman is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Berryman is a part owner of Berryman Group LLC, a commercial real estate business in Woodburn, Oregon. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kristen Pardun is a financial advisor with Merrill in Salem, Oregon, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.