Michael Walsh is the sole advisor at Walsh Financial LLC in Sublimity, OR, holding a Series 65 credential with one year of experience in financial advising. Prior to founding Walsh Financial, he worked for the Oregon Department of Transportation and has been self-employed since 2012. Outside of advising, he provides remote personal fitness training, which accounts for a portion of his time. Walsh Financial LLC is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and provides tailored services that include educational seminars and project-based planning options.

Mark Bain is a financial advisor with CWM, LLC and Bain Wealth Management, LLC, holding the ChFC® designation alongside Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at firms including Cetera Advisor Networks and Purshe Kaplan Sterling Investments. Outside of advising, he is an insurance agent specializing in fixed insurance products such as annuities and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and maintains a focus on retirement plan and institutional services.

Denise Talbert is a financial advisor at CWM, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Bain Wealth Management, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as a board member and treasurer for American Heritage Girls Troop 1531 and holds board positions with the Willamette Valley Estate Planning Council and the finance council of St. Joseph Catholic Church. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to deliver its investment solutions.

Jared Oliver is a financial advisor at CWM, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining CWM, he worked at AgWest Farm Credit for five years and has held positions at Bain Wealth Management, Starbucks, and other organizations. He serves as a board member for Hope Station Community Services, Inc., a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using discretionary model portfolios and incorporating fundamental and technical analysis alongside third-party sub-advisors.

James Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He previously worked at Barenbrug USA, Inc. for ten years and is the owner of The Financial Center, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by operations, trading, technology, and compliance infrastructure.

Kayla Oliver is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at CWM, LLC and has previously been associated with Bain Wealth Management and the Washington Small Business Development Center. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement-plan services.

Charles Hutchings is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of approximately 23,701 financial advisors.

Bridgette Justis is a financial advisor with Edward Jones in Sublimity, OR, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as a voting member of the board for the Santiam Canyon Stampede in Sublimity, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services.

Tyler Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has been with Raymond James since 2010 and also operates Lulay Financial, LLC, where he provides financial advisory services and acts as a branch owner. As part of his financial planning work, he may advise clients on life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal and public-finance advisory services.

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.

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.

Vanessa Shearer is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. She previously worked at Haynes Tax and Advisory Services and has additional experience in sales and healthcare-related roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Eder is a financial advisor with Edward Jones in Stayton, Oregon, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked at J.P. Morgan Securities for five years. He serves as the Finance Committee Chair for Salem Central SDA Church, where he oversees financial decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.