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.

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.

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.

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.

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.