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.

Edmond Mc Kone is a CFP® credentialed financial advisor with over 31 years of industry experience, currently with LPL Financial. His prior roles include positions at Wells Fargo Clearing, TIAA-CREF, U.S. Bancorp Investments, and Valic Financial Advisors. In addition to his advisory work, he is involved in outside employment with Kaplan University. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools.

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.

Brent Glogau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He contributes as a staff writer for Snowbrains, an outdoor sports publication. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

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, 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 licenses and bringing 15 years of industry experience. Prior to joining LPL Financial in 2021, Murray worked at Steven Goto and Kjerulf Inc, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing various portfolio strategies and technology tools, and supports a large network of over 22,800 advisors.