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.

Kelly Denney is a financial advisor with Edward Jones in Dallas, OR, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Denney is the owner of Windward Horizons Holdings, LLC, a limited liability company involved in the purchase of short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Kyler Gaskey is a CFP®-designated financial advisor with Edward Jones in Salem, OR, where he has worked since 2018, totaling six years of industry experience. Prior to joining Edward Jones, he managed office administration for Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Stefani Iverson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds the Series 66 designation and has worked as an independent financial advisor since 2018. Iverson also operates Living Tree Financial Consulting and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals.

James Sturdivant is a financial advisor with Ameriprise in Salem, OR, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of advisory work, he serves on the finance committee of Salem Alliance Church and is involved in several business ventures including real estate ownership and a rock quarry operation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derek Gilbert is a Series 66-licensed financial advisor with Ameriprise in Salem, Oregon, and has 14 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Edward Jones from 2011 to 2017. Outside of his advisory role, he serves on the boards of the Marion County Fire Volunteer Foundation, Darian's Gift, and the Salem Main Street Association, and volunteers as a firefighter and EMT with the Marion County Fire District #1. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a structured oversight process.

Joel Davis is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J. Davis Partners, LLC, Jefferson Boosters, and Waddell & Reed, Inc. He has also been involved in non-variable insurance trails. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with access to diversified investment strategies and institutional services.

Austin Thompson is a financial advisor with Ameriprise in Adair Village, OR, holding a Series 66 designation and three years of industry experience. His background includes roles in education with the Lincoln County School District and Pacific University, as well as involvement in the hospitality sector at Mo's Seafood and Chowder. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools overseen by an internal committee.

Traci Murray is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses typically delivered on an episodic, fee-based basis.

Jason Mc Murphy is a financial advisor with Edward Jones in Salem, OR, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, Key Investment Services, and Key Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Sara Wallace is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Ronald Boyles is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Wealth Management since 2012 and currently serves in Morgan Stanley Private Bank. Outside of his advisory work, Boyles is a trustee on the board of the Four Corner Rod and Gun Club in Salem, Oregon. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and model-based outcome simulations, offering a range of retail and institutional investment solutions.

Rachelle Chia is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Tyson Wooters is a financial advisor with Edward Jones in Salem, OR, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has a background that includes multiple roles in various school districts and education-related organizations. Outside of his advisory role, Wooters owns and presents for Leaders Creating Leaders, LLC, an education consulting business that provides customized content for students and educators. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.