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, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and was previously with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Eric Braafladt is a financial advisor with Thrivent Investment Management in Salem, OR, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2014. Outside of his advisory work, he is involved as a member and potential committee participant at Our Savior's Lutheran Church, focusing on promoting financial giving and volunteer awareness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers goal-based analyses and written recommendations across various financial planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nicholas Schneider is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Stacey Moll is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as co-trustee of two family trusts in Oregon. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research-driven strategies and a broad range of financial products.

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 who holds Series 63 and Series 66 credentials and has 15 years of industry experience. She has been with LPL Financial since 2011. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a broad range of investment strategies supported by operational and research tools.

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 with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has minority ownership interests in commercial real estate businesses. 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 combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

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.

Travis Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Prior to his financial advisory career, he spent ten years with the BC Lions Football Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical and risk-profiling tools, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

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 with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at J. Davis Partners, LLC, Jefferson Boosters, various insurance carriers, Waddell & Reed, Inc., and Banc of America Investment Services, Inc. He is also involved in managing non-variable insurance trails. 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 solutions, including wrap and model portfolio programs, third-party asset management, and institutional platforms.

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 at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2021, he worked at Bank of America and Merrill, each for several years. 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 strategies, supported by a large network of advisors and branch offices across the country.

Sara Wallace is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, previously working at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs with a focus on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services ranging from direct individual plans to Corporate Financial Planning agreements.

Dennis Lulay is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Lulay has been with Raymond James since 1989 and currently operates out of Stayton, Oregon. He is also involved in the independent sale of fixed life insurance and annuity products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning and uses analytical tools to tailor strategies to client goals.